Introduction
Staying informed is key to managing your workforce effectively. Our event-driven workflows ensure that you’re always in the loop by sending timely notifications and task reminders when important actions occur.
Whether it’s an update, a change, or a scheduled review, you’ll receive relevant information via email and To-dos—helping you stay organised, take action quickly, and never miss what matters.
How they work
Workflow | Description | Who receives this? |
Weekly To Do Recap | Every Monday, this workflow sends employees a summary of their tasks due, including current week and overdue items. | All system users |
Weekly Manager Recap | Every Monday, this workflow managers a recap of their teams outstanding tasks, outstanding entitlement, events booked this week. | Manager |
Profile Update Notification (Specific) | The profile update workflow sends a notification when someone updates a user's personal details, bank details or contact details | Admins |
Profile Update Notification (All) | The profile update workflow sends a notification when someone updates anything in a user's profile. | Admins (excludes person who made the change) |
Personal document | The personal document workflow sends a notification when a personal document is added and requires a read or signature | Employee |
Company document | The company document workflow sends a notification when a company document is added | Employee |
Event Added/Updated | Notifies manager if added/updated for employee. Notifies employee if updated by manager or admin. | Employee and Manager |
Event Cancelled | Notifies the approver of an event if it has been cancelled by employee or admin. | Approver |
Notified of Sickness (Secondary Manager) | Employees reporting sickness via the app or dashboard automatically notifies managers. Use this workflow instead if a 'Secondary Manager' custom field is set in Job details. | Manager & Secondary Manager |
Admin Expense Alerts | Sends all Admins an email when an expense is requested, and also when it is approved or declined. | Admin |
Fit Note Required | When a sickness is added that requires a Fit Note, a task and email is sent to the employee to provide HR with this. | Employee |
How to get these workflows
If you're interested in any of these workflows, please reach out to support.