This article explains how Deel HR clients can use the Workflow Builder tool to automate repetitive tasks and communication across your organization.
There are no limits to how many automated workflows you can create, and no coding knowledge is required.
You can also easily create specific automation for workers based on location, worker type, department, and more.
In this Article
How to create an automated HR workflow
✅ Step 1 - Select Workflow Automation in your Organization Settings
Please note that this Organization Settings section will only be visible to Deel HR clients.
Click New workflow.
✅ Step 2 - Select a Template or Start from Scratch
You can build a new workflow from scratch or select an available workflow template.
✅ Step 3 - Add Trigger
If you choose to build your workflow from scratch, you will now be required to add a trigger.
First, you must select the trigger event. This is the event that will start your automation.
Choose your trigger between available events, and then click on Add Trigger.
✅ Step 3 - Add action event
The action event will happen after the 'trigger' occurs.
Select the action event from the dropdown menu, which can include:
- Sending an email
- Sending a Slack message to a public channel
- Sending a Slack message to a private channel
- Create a task and assign it to someone else (it will be visible on the assignee's home page)
You can also narrow the action event even further by selecting a filter and choosing your conditions.
Using the filter tool, you can create a specific automation for workers based on location, worker type, department, and more.
You can also add delays, so you can send a series of tasks and emails over a chosen period of time.
✅ Step 4 - Add Branch
You can add multiple use cases within a single workflow by adding a branch. This means you can enable conditional actions for the same trigger.
Adding a branch allows the workflow to follow different branches based on the conditions specified by you.
✅ Step 5 - Confirm workflow actions
If you are sending an email: enter the recipient details, subject line, and message.
If you are sending a Slack message: create your customized message and then select the public or private channel where the message will be sent.
If you are creating a Task: enter a title, provide additional details, and select the assignee.
Click Add Action to confirm.
Frequently Asked Questions
[ACCORDION] Can I create Jira tickets automatically based on a trigger and a set of conditions?
Yes, you can create Jira tickets automatically based on a trigger and a set of conditions using Workflow Builder.
Workflow Builder will be able to fetch data from Jira about an existing ticket based on the worker and additional context information.
Please note that if there is an existing ticket, Workflow Builder will not create a new ticket for the same context and will instead overwrite the existing ticket with updated context.
[Accordion] How can I duplicate workflows?
You can duplicate an existing workflow by simply clicking on the three dots beside the workflow and clicking on duplicate.
You can also edit the details of the duplicated workflow to create a new workflow.