This article provides several popular uses of the client Workflow template tool on Deel.

Our automatic workflow tool allows clients to automate repetitive tasks, important reminders, and general communication across their groups and organizations.

Also, notifications can be sent out when pre-selected 'triggers' are met

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

In this article:

Using a pre-filled workflow template

Building a new workflow from scratch

Examples of popular workflow templates

How to Use a pre-filled workflow template

Step 1- Select the Automation icon, then click Automation

Step 2- Click New workflow

Step 3 - Select a Template 

Deel offers dozens of pre-filled templates for clients to automate notifications for important worker details.

Popular template types

[ACCORDION] Personal details

• Welcome email to worker - Send a welcome email when a new worker’s start date is approaching
  
  
• Work anniversary - Send email or a Slack message to wish a worker on their work anniversary and remind their manager
  
  
• Birthday - Send email or a Slack message to wish a worker on their birthday and remind their manager
  
  
• And many more!

[ACCORDION] Onboarding details

• Start date change notification - Send email or Slack message when a worker’s start date changes
  
  
• Worker location change notification - Send an alert when a worker’s location changes
  
  
• Onboarding overdue - Email when a worker’s Onboarding is overdue
  
  
• Onboarding at risk - Create a notification via Webhook when a worker Onboarding is at risk
  
  
• Onboarding - Based on worker’s start date - Send email or create a task one week before the worker’s start date.
  
  
• And more!

[ACCORDION] Financial details

• Bank Account change - Send a notification when Bank Account details change
  
  
• Job title change - Send a notification when Job Title changes
  
  
• Salary change - Send a notification when base compensation changes
  
  
• And more!

[/ACCORDION]

We also offer pre-filled notification templates for offboarding, contract ending details, data integrity, and more.

You can create a workflow from scratch to trigger reminder notifications for things like upcoming time off, payroll review submission, and more.

Step 4 - Review Trigger

Even when using a pre-filled template, it is always a good idea to review the 'trigger' that will set off the notification. You can edit the trigger to be before or after a certain date, and when a specific conditions are met.

Examples below:

[ACCORDION] Happy birthday messages for workers

If you use the pre-filled birthday template to automatically send out a happy birthday message to workers in your organization, the default 'trigger' is the actual birthdate.

But you can easily change the 'trigger' to send the birthday greeting on the date before the birthday. 

Toggle on the custom date and specific condition bar, and select the condition (before, or after) and number of days.

You'll also want to edit the email header and message, and perhaps add in your organization's logo or custom buttons.

[ACCORDION] Reminder when an employee's probation is ending

Clients can also set up notifications for direct managers when a worker's probationary period is about to end.

For example, if a new employee has a 90 day probation period, you may wish to set up a notification 5 days before the probationary period is ending.

To do this, select the Onboarding - Worker Start Date template and click the pencil icon to edit the trigger.

Toggle on custom date and conditions, and change the condition to After start date, and type in the number of days.

If you wish to have a 5 day advance notice that a 90-day probation period is ending, then type in 85 days.

For your action event, you can choose to send an email, or send a Slack message, or even automatically initiate a Deel Engage probation review cycle.

[/ACCORDION]

Step 5 - Review the action event

The action event will happen after the 'trigger' occurs, and will be how the notification is actually sent out.

Many of the pre-filled templates will default to an email action item.

But you can update the action item by clicking the plus ( + ) button and selecting additional action events.

• Sending an email
• Sending a Slack message to a public channel
• Sending a Slack message to a private channel
• Creating an Engage review cycle
• Create a task and assign it to someone else (it will be visible on the assignee's home page)

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

Step 6 - Publish and Activate

Review the notification and message details.

For example, you may wish to personalize the happy birthday message or add a custom button. 

Once you are ready to publish the workflow, click Continue and then click Publish.

How to create a custom workflow from scratch

Step 1- Select the Automation icon, then click Automation

Step 2- Click New workflow

Step 3 - Click start from scratch

Step 4 - Select trigger

Add the trigger event that starts your automation.

For example, you can add a time off start date trigger that will notify selected teams when a worker is off.

Step 5 - Select action event

Once the 'trigger' date or event is reached, choose your action.

Common examples include sending a message to a specific Slack channel or user, sending an email, or adding a task for a worker that will appear on their Deel home page to review.

Step 6 - Add the action event details

For example, if you are sending an email then fill out the header and message for the email.

If sending a Slack message, write the message and select the channels.

Step 7 - Publish and Activate

Once you are ready to publish the workflow, click Continue and then click Publish.