This article explains how clients can use the Workflow Builder tool to automate repetitive tasks and communication across their organization.

There are no limits to how many automated workflows can be created, and no coding knowledge is required.

Clients 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 

Frequently Asked Questions

How to create an automated HR workflow

✅ Step 1 - Select the Hub icon and Click on the Automation tab

Click New Workflow.

✅ Step 2 - Select a Template or Start from Scratch

Clients can build a new workflow from scratch or select an available workflow template.

✅ Step 3 - Add Trigger

If building a workflow from scratch, it is required to add a trigger. First, select the trigger event, which is the event that will start the 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)

The client can also narrow the action event even further by selecting a filter and choosing your conditions.

Using the filter tool, specific automation for workers can be created based on location, worker type, department, and more.

Clients can also add delays, allowing them to send a series of tasks and emails over a chosen period.

✅ Step 4 - Add Branch

Multiple use cases within a single workflow can be added by including a branch.

This enables conditional actions for the same trigger.

Adding a branch allows the workflow to follow different branches based on the specified conditions.

✅ Step 5 - Confirm workflow actions

If sending an email: enter the recipient details, subject line, and message.

If sending a Slack message: create a ccustomized message and then select the public or private channel where the message will be sent.

If creating a task: enter a title, provide additional details, and select the assignee.

Click Add Action to confirm.

Frequently Asked Questions

[ACCORDION]Can Jira tickets be created automatically based on a trigger and a set of conditions?

Yes, Jira tickets can be created automatically based on a trigger and a set of conditions using Workflow Builder. Workflow Builder can 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 but will instead overwrite the existing ticket with updated context.

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[Accordion] How can workflows be duplicated?

An existing workflow can be duplicated by simply clicking on the three dots beside the workflow and clicking on the duplicate. The details of the duplicated workflow can also be edited to create a new workflow.

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