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Notification Workflows

Get notified when key events occur or receive regular summaries of activity through dedicated workflows

Updated this week

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

The profile update workflow sends a notification when someone updates a user's personal details, bank details or contact details

Admins

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

Emails the manager to let them know they have a Todo to confirm someone's sickness. This is when an employee uses the mobile app or the dashboard widget to notify manager of sickness.

Manager

How to get these workflows

If you're interested in any of these workflows, please reach out to support.

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