Kenjo comes with default workflows called "Standard workflows". This article shows you a list of all our standard workflows and how we configured them in your account. We have added two more articles called "Custom workflows"

Remember to visit our article Creation of Workflows and Email templates for learning how to set them up.

TABLE OF CONTENTS

• Time off: Notification to employee
• Time off: Notification to manager
• Tasks: Notification for new Task assigned
• Smart docs: Notification that a new document is uploaded 
• Employee: Notification of contract deadlines
• Recruiting: Notification to new applicant
• Employee: Notification to prepare the new employee onboarding

Time off: Notification to employee

Notification to the employee when a time off request has been processed

Email template overview

First, set up the details of your email template: 

Email template name: Information about the new status of a time off request to the employee

Subject: Your {!_timeOffTypeName} request has been {!status}

Body: 

Afterward, fill in the email template settings on the right panel as follows:

• Category: choose HR
• Company: choose your preferred company
• Language: choose your preferred language
• Object: Time off request
• Field: (empty)

Finally, click CREATE to save your email template and finish the first step.

Workflow definition overview

First, fill in the fields as follows:

Your workflow will look like this (make sure to add all the filters from the table above):

Click SAVE AND NEXT. Then, click ADD ACTION and fill the fields as follows:

The action you just added will look like this:

Finally, click ADD ACTION. Click FINISH to finish setting up your workflow. Remember to activate your workflow once you are ready to use it by setting the toggle ACTIVE.

Time off: Notification to manager

Notification sent to a manager when an employee requests time off.

Email template overview

First, go to Settings > Email templates and click (+) CREATE EMAIL TEMPLATE

Next, set up the details of your email template:

Email template name: New time off request from an employee

Subject: You have a new {!_timeOffTypeName} request from {!relatedUser.displayName}

Body:

Afterward, fill in the email template settings on the right panel as follows:

• Category: choose HR
• Company: choose your preferred company
• Language: choose your preferred language
• Object: Time off request
• Field: (empty)

Finally, click CREATE to save your email template and finish the first step.

Workflow definition overview

For the second step, go to Settings > Workflows and click (+) CREATE WORKFLOW.

Fill in the fields as follows:

Your workflow will look like this:

Click SAVE AND NEXT. Then, click ADD ACTION and fill the fields as follows:

The action you just added will look like this:

Finally, click ADD ACTION. Click FINISH to finish setting up your workflow. Remember to activate your workflow once you are ready to use it by setting the toggle ACTIVE.

Tasks: Notification for new Task assigned

Email template overview

First, set up the details of your email template:

Email template name: New Task in Kenjo

Subject: You have a new Task called {!title} in Kenjo

Body: 

Afterward, fill in the email template settings on the right panel as follows:

• Category: choose HR
• Company: choose your preferred company
• Language: choose your preferred language
• Object: Task
• Field: (empty)

Finally, click CREATE to save your email template and finish the first step.

Workflow definition overview

First, fill in the fields as follows:

Your workflow will look like this:

Click SAVE AND NEXT. Then, click ADD ACTION and fill the fields as follows:

The action you just added will look like this:

Finally, click ADD ACTION. Click FINISH to finish setting up your workflow. Remember to activate your workflow once you are ready to use it by setting the toggle ACTIVE.

Smart docs: Notification that a new document is uploaded 

Email template overview

First, go to Settings > Email templates and click (+) CREATE EMAIL TEMPLATE

Next, set up the details of your email template:

Email template name: Notification that a new document is uploaded

Subject: A new document was uploaded

Body:

Afterward, fill in the email template settings on the right panel as follows:

• Category: choose HR
• Company: choose your preferred company
• Language: choose your preferred language
• Object: Document
• Field: (empty)

Finally, click CREATE to save your email template and finish the first step.

Workflow definition overview

For the second step, go to Settings > Workflows and click (+) CREATE WORKFLOW.

Fill in the fields as follows:

Your workflow will look like this:

Click SAVE AND NEXT. Then, click ADD ACTION and fill the fields as follows:

The action you just added will look like this:

Finally, click ADD ACTION. Click FINISH to finish setting up your workflow. Remember to activate your workflow once you are ready to use it by setting the toggle ACTIVE.

Employee: Notification of contract deadlines

Notification of the termination date of a contract

Email template overview

First, set up the details of your email template:

Email template name: Notification of the termination date of a contract

Subject: Reminder: The contract of {!userPersonal.displayName} ends on {!userWork.probationPeriodEnd}

Body:

Afterward, fill in the email template settings on the right panel as follows:

• Category: choose HR
• Company: choose your preferred company
• Language: choose your preferred language
• Object: Employee
• Field: (empty)

Finally, click CREATE to save your email template and finish the first step.

Workflow definition overview

First, fill in the fields as follows:

Your workflow will look like this:

Click SAVE AND NEXT. Then, click ADD ACTION and fill the fields as follows:

The action you just added will look like this:

Finally, click ADD ACTION. Click FINISH to finish setting up your workflow. Remember to activate your workflow once you are ready to use it by setting the toggle ACTIVE.

Recruiting: Notification to new applicant

Automatic notification to a candidate who has applied.

Email template overview

First, go to Settings > Email templates and click (+) CREATE EMAIL TEMPLATE

Next, set up the details of your email template:

Email template name: Automatic reply when a new application is received

Subject: Thank you for applying to Kenjo

Body:

NOTE: In your template, replace "Kenjo" with the name of your company and "[email protected]" with your recruiting email address.

Afterward, fill in the email template settings on the right panel as follows:

• Category: choose HR
• Company: choose your preferred company
• Language: choose your preferred language
• Object: Candidate position
• Field: (empty)

Finally, click CREATE to save your email template and finish the first step.

Workflow definition overview

For the second step, go to Settings > Workflows and click (+) CREATE WORKFLOW.

Fill in the fields as follows:

Your workflow will look like this:

Click SAVE AND NEXT. Then, click ADD ACTION and fill the fields as follows:

The action you just added will look like this:

Finally, click ADD ACTION. Click FINISH to finish setting up your workflow. Remember to activate your workflow once you are ready to use it by setting the toggle ACTIVE.

Employee: Notification to prepare the new employee onboarding

Email template overview

First, set up the details of your email template:

Email template name: Notifications and tasks for the onboarding process of a new employee

Subject: Onboarding of the employee {!userPersonal.displayName} 

Body:

Afterward, fill in the email template settings on the right panel as follows:

• Category: choose HR
• Company: choose your preferred company
• Language: choose your preferred language
• Object: Employee
• Field: (empty)

Finally, click CREATE to save your email template and finish the first step.

Workflow definition overview

First, fill in the fields as follows:

Your workflow will look like this:

Click SAVE AND NEXT. Then, click ADD ACTION. This time we will create two types of actions: Tasks and Email alerts.

Creation of Tasks: 

First, click ADD ACTION and create the following actions filling in the fields as follows:

The action you just added will look like this:

Click ADD ACTION again to add the second action to our workflow. Fill the fields as follows:

The action you just added will look like this:

Click ADD ACTION again to add the next action to our workflow. Fill the fields as follows:

The action you just added will look like this:

Note: You can add as many actions as you need in order to properly onboard a new candidate. In this case, we have created three different Tasks:

Creation of Email notification:

Next, click ADD ACTION and create the email notification filling the fields as follows:

The action you just added will look like this:

Finally, click ADD ACTION. Click FINISH to finish setting up your workflow. Remember to activate your workflow once you are ready to use it by setting the toggle ACTIVE.