Below you can find some common examples of workflows for HR.



Notification of a new time off request to the managers


Workflow definition
Time off request
Object
Time off request
Trigger
Time off request record is created
Termination

Immediately after the time off request was created

Filter
-


[+] Add action


Action name

Time off request

Action type

Email alert

Email template

Time off request

Sender email address

notifications@orgos.io

Recipient

Manager




Message to the employee when the absence request has been processed (approval/rejection)


Workflow definition
Time off request status
Object
Time off request
Trigger
Time off request record is updated
Schedule

Immediately after the time off request was created


Filter

Status - Condition: Not Equal Canceled

Status - not equal - CanceledAfterProcessed

Status - Not Equal - Declined

Status - not equal - pending

Status - not equal - Processed

Status - not equal - Submitted



[+] Add action


Action name

Time off request status

Action type

Email alert

Email template

Time off request status

Sender email address

notifications@orgos.io

Recipient

Employee



Notification of an upcoming birthday


Workflow definition

Reminder birthday

Object
Employee
Trigger
Custom trigger: next birthday
Schedule

x days before

Filter
-


[+] Add action


Action name

Birthday reminder 

Action type

Email alert

Email template

Birthday reminder

Sender email address

notifications@orgos.io

Recipient

Select employee




Notification of an upcoming work anniversary


Workflow definition

Work anniversary reminder

Object
Employee
Trigger
Custom trigger: Next anniversary
Schedule

x days before

Filter
-


[+] Add action


Action name

Work anniversary reminder

Action type

Email alert

Email template

Work anniversary reminder

Sender email address

notifications@orgos.io

Recipient

Select employee



Employee edits or adds data into its profile


Workflow definition

Data in employee profile changed

Object
Employee   
Trigger

Employee record is updated

Schedule
Immediately after Employee record is updated
Filter
Use the filters to specify which information is the most important for you to receive a notification when is changed by the employee. For example, the address:
Address-is modified


[+] Add action


Action name

Data in employee profile changed

Action type

Email alert

Email template

Data has been changed

Sender email address

notificacions@orgos.io

Recipient

Select employee




Onboarding process


Workflow definition

Onboarding

Object
Employee   
Trigger

Employee start date

Schedule

x days before

Filter
-


[+] Add action


Action name

Create a work email account

Action type

To do

Assign

Select employee

Due date
x days after the to-do is assigned


[+] Add action


Action name

Prepare working place

Action type

To do

Assign

Select employee

Due date
x days after the to-do is assigned


[+] Add action


Action Name

Welcome Mail

Action Type

Email alert

Email template

Welcome to "company name"

Sender email address

notifications@orgos.io

Recipient 

Employee



End of probation period


Workflow definition

Reminder trial period end

object
Employee   
trigger

Custom Trigger - Probation period end

schedule

x days before

filter
-


[+] Add action


Action name

Reminder trial period end

Action type

Email alert

Email template

Reminder trial period end

Sender email address

notifications@orgos.io

Recipient

Manager / Select employee



Reminder upload of sickness report for illness over three days



Workflow definition

Upload sick leave

object

Time off request

trigger
Time off request record is created
schedule

Immediately after the absence time off was created

filter

Type of time off – equals - sickness

Working days - greater than or equal to - 3



[+] Add action


Action name

Upload sick leave

Action type

Email alert

Email template

Upload sick leave

Sender email address

notifications@orgos.io

Recipient

Employee



You will find more examples of workflows for recruiting in the article Recruiting workflow examples.