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@kenjo.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@kenjo.io

Recipient

Employee



Notification of an upcoming birthday


Workflow definition

Reminder birthday

Object
Employee
Trigger
Custom trigger: next birthday
Schedule

x days before

Filter
Active - Equals to - Active


[+] Add action


Action name

Birthday reminder 

Action type

Email alert

Email template

Birthday reminder

Sender email address

notifications@kenjo.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
Active - Equals to - Active


[+] Add action


Action name

Work anniversary reminder

Action type

Email alert

Email template

Work anniversary reminder

Sender email address

notifications@kenjo.io

Recipient

Select employee



Employee edits or adds data into their 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@kenjo.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@kenjo.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
Active - Equals to - Active


[+] Add action


Action name

Reminder trial period end

Action type

Email alert

Email template

Reminder trial period end

Sender email address

notifications@kenjo.io

Recipient

Manager / Select employee



End of a Work Contract


Workflow definition

Reminder a work contract end

Object
Employee   
Trigger

Custom Trigger - Contract end

Schedule

x days before

Filter
Active - Equals to - Active


[+] Add action


Action name

Reminder a work contract end

Action type

Email alert

Email template

Reminder a work contract end

Sender email address

notifications@kenjo.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@kenjo.io

Recipient

Employee



A new document with the tag "Payroll" has been uploaded


Workflow definition

Payroll uploaded

Object

Document

Trigger
Document record is created
Schedule

Immediately after the document record is created

Filter

Tags – equals - Payroll


[+] Add action


Action name

Payroll uploaded

Action type

Email alert

Email template

Your payroll has been uploaded to Kenjo

Sender email address

notifications@kenjo.io

Recipient

Employee


A document is valid until


Workflow definition

Document will expire soon

Object

Document

Trigger

Document valid until

Schedule

x days before

Filter
-


[+] Add action


Action name

Document will expire soon

Action type


Email alert

Email template


A document will expire soon

Sender email address


notifications@kenjo.io 

Recipient


Select employee



New to-do assigned to an employee


Workflow definition

New to do 

Object

To do

Trigger

To do is created

Schedule

Immediate after 

Filter
-


[+] Add action


Action name

New to do 

Action type

Email alert

Email template

New to do assigned to you in Kenjo

Sender email address

notifications@kenjo.io 

Recipient

Employee



A to-do is pending


Workflow definition

Reminder of a pending to do

Object

To do

Trigger

Custom trigger: Due date 

Schedule

x days after

Filter
Done - equals  - Done (without checking the box)


[+] Add action


Action name

To do is pending 

Action type

Email alert

Email template

You have a to-do pending in Kenjo

Sender email address

notifications@kenjo.io 

Recipient

Employee


New feedback added in Pulse


Workflow definition

New feedback added

Object

Feed

Trigger

Feed record is created

Schedule

x days before

Filter
-


[+] Add action


Action name

New feedback added

Action type

Email alert

Email template

New feedback added in Pulse

Sender email address

notifications@kenjo.io

Recipient

Select employee



Offboarding


Workflow definition

Offboarding

Object

Employee

Trigger
Custom trigger: Termination date
Schedule
x days before the Termination date
Filter
-


[+] Add action


Action name

Check the handover of the employee

Action type

To do

Assign

Select employee
Due date
X days after the to-do is assigned



[+] Add action


Action name

Receive all the equipment assigned to the employee

Action type

To do

Assign

Select employee
Due date
X days after the to-do is assigned



[+] Add action


Action name

Close all the accounts used by the employee 

Action type

To do

Assign

Select employee
Due date
X days after the to-do is assigned



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