Workflow Triggers

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Workflows on the intelliHR platform play a crucial role in your ability to automate business processes. These workflows can be designed by you, and tailored to your organisation to ensure no part of the process is ever missed.

Although workflows can be manually triggered at any time, there are 17 trigger events on the platform that, when they occur, will prompt you to schedule a workflow. A list of the default event triggers and the associated workflows can be seen below. Each trigger event can have multiple workflows attached, as explained in the linked article.

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Workflow Event Triggers:

Trigger Event: New job with work type of Permanent.

• Attached Workflow Name: New Permanent Onboarding

Trigger Event: New job with work type of Temporary/Casual.

• Attached Workflow Name: New Temporary/Casual Onboarding

Trigger Event: New job with work type of Fixed Contract.

• Attached Workflow Name: New Fixed Term Contract Onboarding

Trigger Event: New job with work type of Unpaid.

• Attached Workflow Name: New Unpaid Onboarding

Trigger Event: Job end date finalised for an employee with a work type of Permanent, Temporary/Casual, or Fixed Contract.

• Attached Workflow Name: Leaving the business

Trigger Event: Job end date finalised for an employee with a work type of Unpaid.

• Attached Workflow Name: Finish Unpaid Worker

Trigger Event: One, or several of the following job attributes is changed: Name, Business Unit, Supervisor, or Work Type (from Permanent to Fixed Contract).

• Attached Workflow Name: Changing Job

Trigger Event: Job work type is changed from Fixed Contract to Permanent.

• Attached Workflow Name: Converting to Permanent

Trigger Event: Job action Go on Extended leave is selected.

• Attached Workflow Name: Go on Extended Leave

Trigger Event: Job action Finalise leave return date is selected either on the employee's profile or through the compliance area.

• Attached Workflow Name: Return from Extended Leave

Trigger Event: Training is added to an employee's record.

• Attached Workflow Name: Training Completed

Trigger Event: A Performance Management is created at, or escalated to, the Expectation Letter status and Send Action Plan to Employee is selected.

• Attached Workflow Name: Performance Management - Expectation Letter

Trigger Event: A Performance Management is created at, or escalated to, the First Warning status and Send Action Plan to Employee is selected.

• Attached Workflow Name: Performance Management - First Warning

Trigger Event: A Performance Management is created at, or escalated to, the Second Warning status and Send Action Plan to Employee is selected.

• Attached Workflow: Performance Management - Second Warning

Trigger Event: A Performance Management is created at, or escalated to, the Final Warning status and Send Action Plan to Employee is selected.

• Attached Workflow Name: Performance Management - Final Warning

Note: The workflows linked to each trigger event can be quickly tailored to the needs of your organisation by any user with access to this area of the platform. For more information on editing the workflows attached to trigger event please review Customising Workflows.