---
schema_version: "1"
id: dd35bfe5d89dd038cca0b5574e8d56c9f58b01b2f2a3816ed1622f70f1b4bd85
title: Simplify Employee Record Creation for Faculty
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_simplify_faculty_employee2_creation.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_simplify_faculty_employee2_creation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4902f9064050a889c310ed9ff97f4243294af064c4aa5d157baf59760549c4f5
description: Customize the Create Employee flow to collect specific information when it creates employee records for faculty. Agent actions use these fields to identify faculty Slack users.
products:
  - Education
release: "264"
---
# Simplify Employee Record Creation for Faculty

Customize the Create Employee flow to collect specific information when it creates employee records for faculty. Agent actions use these fields to identify faculty Slack users.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d43661e71">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d43661e71 ">To configure flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d43661e71 ">
              <p>Education Cloud Full Access</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Manage Flow</p>
            </td>

          </tr>
        </tbody>
      </table>

1. From Setup, find and select **Flows**.
2. Select **Create Employee**.
3. Click **Save as New Flow**.
4. Simplify your flow to collect employee details, create a contact ID and a user ID, and create an employee record.
    
    Customize the flow based on how your institution defines and handles employee record creation. The example only presents one possible approach.
5. Save and activate the flow.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_example.png)

Example

Create a simplified flow with four elements after the Start element.

![A simplified Create Employee Record flow containing four elements after Start: Collect Employee Details, Get Contact From Email, Get User From Email, and Create Employee2 Record.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/course_ops_agent_simple_eployee2_flow.png)

1. Use the existing Collect Employee Details screen flow element to collect details about a faculty member. The details later populate the corresponding fields on their employee record. Modify the form to include at least these required fields: Employee Number, Email, Employee Status, and Status Start Date.
2. Add a Get Records element that gets the contact ID from the email address that's associated with a faculty member's person account. Name the element Get Contact From Email, and add a filter condition where Email equals Collect Employee Details > Email > Value.
3. Add a Get Records element that gets the user ID from the email address that's associated with a faculty member's person account. Name the element Get User From Email, and add a filter condition where Email equals Collect Employee Details > Email > Value.
4. Use the existing Create Employee2 Record element to create an employee record. Set these required field values to populate the employee record.
    
     
    | Field | Value |
    | --- | --- |
    | Contact ID | Contact from Get Contact From Email > Contact ID |
    | Employee Number | Collect Employee Details > Employee Number |
    | Employee Status | Collect Employee Details > Employee Status |
    | Status Start Date | Collect Employee Details > Status Start Date |
    | User ID | User from Get User From Email > User ID |