Reminder/Alert Workflows:
Name of workflow | Workflow Description | When can the notification be sent? | Who receives this? | Does this create a To Do? |
Probation (End Date) | The probation end date workflow sends a notification when a probation end date is upcoming | The reminder can be sent either 7 or 30 days before the end date | Admins and Manager | Yes |
Probation (Next Review) | The probation next review date workflow sends a notification when a probation review is upcoming | The reminder can be sent either 7 or 30 days before the review date | Admins and Manager | Yes |
Probation (Start Date) | The probation start date workflow sends a reminder a set number of days after the start date | You can select the number of days after the start date (e.g 90 days) | Admins and Manager | Yes |
Upcoming Birthday | The birthday workflow sends notifications before an upcoming birthday | The reminder can be sent either 7 or 30 days before the birthday | Admins | Yes |
Training Expiry | The training workflow sends a reminder when training is due to expire | The reminder can be sent either 7 or 30 days before the expiry | Admins | Yes |
Employment Check Expiry | The employment check expiry workflow sends a reminder when the valid to date is upcoming | The reminder can be sent either 7 or 30 days before the expiry | Admins | Yes |
Length of Service | The length of service workflow sends a notification before the work anniversaries | The reminder can be sent either 7 or 30 days before the anniversary | Admins | Yes |
Vehicle Expiry | The vehicle expiry sends a reminder of upcoming expirations of vehicle insurance | The reminder can be sent either 7 or 30 days before the expiry | Admin and Employee | Yes |
Weekly To Do Recap | The weekly recap workflow sends a summary of tasks due, including current week and overdue items | This reminder is sent out every Monday | All users | No |
Profile Update Notification | The profile update workflow sends a notification when someone updates a user's personal details, bank details or contact details | As soon as the change is made | Admin or Managers | Yes |
Onboarding and Offboarding Workflows:
Name of workflow | Workflow Description | When can the notification be sent? | Who receives this? | Does this create a To Do? |
Onboarding | The onboarding workflow sends a notification and tasks when a new starter is added. | As soon as a new starter is added | Admin | Yes |
Offboarding | The offboarding workflow sends a notification and tasks when an employee is marked as a leaver. The offboarding workflow also includes a calculation for the pro-rata entitlement* | As soon as the employee is marked as a leaver | Admin | Yes |
Document Workflows:
Name of workflow | Workflow Description | When can the notification be sent? | Who receives this? | Does this create a To Do? |
Personal document | The personal document workflow sends a notification when a personal document is added | As soon as the document is added | Employee, Manager or Both | Yes |
Company document | The company document workflow sends a notification when a company document is added | As soon as the document is added | All users | Yes |
Events and Planner Workflows:
Name of workflow | Workflow Description | When can the notification be sent? | Who receives this? | Does this create a To Do? |
Event Added | The event added workflow triggers a notification when an employee adds an event | As soon as the event is added | Manager | Yes |
Event Updated or Cancelled | The event updated or cancelled workflow sends a notification when an event is added or updated by an employee | As soon as the event is updated or cancelled | Manager | No |
Holiday Entitlement Reminder | The holiday entitlement workflow reminds employees to book any remaining entitlement before the end of the holiday year | A date of your choice (e.g 31st October every year) | Employee | No |
TOIL entitlement request | The TOIL entitlement workflow allows employees to submit a request to claim their TOIL entitlement through the 'TOIL Request' screen, which creates a task for the manager to approve. Once approved, the TOIL entitlement is updated accordingly | As soon as the request is made | Manager | Yes |
Timesheet Accrual | The timesheet accrual workflow allows employees to submit a request through the 'Timesheet Hours' screen, which creates a task for the manager to review and approve. Once approved, the submitted timesheet hours are multiplied by 12.07%, and the resulting amount is added to the employee’s holiday entitlement | As soon as the request is made | Manager | Yes |
Event Approver | The event approver workflow enables the selection of someone other than the employee's manager to approve their event requests. The designated event approver is specified in the employee's job details screen. | As soon as the request is made | Event approver | Yes |
Performance Workflows:
Name of workflow | Description Workflow | When can the notification be sent? | Who receives this? | Does this create a To Do? |
Performance | The performance workflow is initiated through a button in the system, which sends a form for the employee to complete, followed by the manager. | Once triggered by an Admin | Employee then Manager | Yes |
Goals Due | The goals due workflow sends a notification before the goal due date. | The reminder can be sent either 7 or 30 days before the due date. | Employee and Manager | Yes |