Below is the list of available workflows, where stated you can select between the time frame for the workflow to trigger. If you are not subscribed to the Sense Automate package, any additional custom workflows requested will incur an extra cost per workflow.
Please speak to support team if you have any requests or questions about the workflows.
Workflow Name | Workflow Description |
Goals due | Alerts the employee and manager 30 or 7 days out from an objective reaching its due date for completion. |
Probation end date | Alerts the manager when a probation end date is 7 or 30 days out from today. |
Probation next review date | Alerts the manager and employee when the next review date for probation is 7 or 30 days from today. |
Probation based on start date | Sends probation alerts to the line manager at a specified number of days after the employee’s start date. |
Onboarding workflow | Sends an onboarding checklist of items to the administrator when a new employee is added. |
Offboarding workflow | Sends an offboarding checklist of items to the administrator when a new employee is marked as a leaver. |
Company document added | Sends a notification to all in the selected group when a company document is added via todo and email. |
Personal document upload | Sends a notification to the employee when a personal document is added via todo and email. |
Event Added/Updated/Cancelled notification | Sends an email notification to the event approvers when an event is added/updated/cancelled. |
Recap email | Provides a recap of overdue or due this week todos to the employee via an email. |
Book remaining holiday/annual leave reminder | Email reminder to an employee to book holidays before the end of the year. |
TOIL screen and auto update entitlement | Allows an employee to submit a request to claim TOIL entitlement by completing a screen in their profile titled ‘TOIL Request’, generating a todo for the manager to approve. Upon approval, the entitlement is automatically added to the employee's TOIL balance. |
Timesheet accrual | Allows an employee to submit a request to claim accrued holiday entitlement by completing a screen in their profile titled ‘Timesheet Request’, generating a todo for the manager to approve. Upon approval, the total hours requested is multiplied by 12.07 and is then automatically added to the employee's holiday balance. |