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 unique automated workflows you can create, and no coding knowledge is required.
You can also easily create specific automations for workers based on location, worker type, department, and more.
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 - Add Trigger
You will now build your automated workflow.
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 Add.
✅ 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 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 3 - 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.