Automation Overview

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It's best to think of Automation as the engine of your intelliHR system. The set of tools available within the Automation tab is the driving force powering data collection in your system.

The aim of this overview is to provide a brief explanation of your four Automation tools: Form Design, Pulses, Workflow, and Templates. 

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This article covers:

• Form Design
• Pulses
• Templates
• Workflows

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Form Designs

Where is it?

Form Design is found under the Automation tab in the left navigation menu of your platform.

Required Permissions Access: 

The following permissions are required to access this area of your intelliHR System:

What is it?

A Form Design is the base template of a particular form, from which form instances are created once they are sent to an employee. Over 200 Form Design templates are provided with your intelliHR system that can be customized to your business branding and design needs.

New Form designs can also be created in this area by selecting the +Create New Form Design button. 

Here is a preview of a Self-assessment form pre-built within the intelliHR Form Design tab:

To learn more about building customized form designs, view the following help articles:

Creating and Duplicating Form Designs

Adding Fields to a Form Design  

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Pulses

Where is it?

Pulses are found under the Automation tab in the left navigation menu of your platform. 

Required Permissions Access: 

The following permissions are required to access this area of your intelliHR System:

What is it?

Pulses serve the unique function of issuing a single form design to multiple employees at your business. The Pulses tab will enable you to view both Upcoming pulses that are scheduled to send in the future and completed pulses under the Done tab. 

By selecting a specific pulse, a more detailed view of the pulse settings is provided which includes the following insights:

1. The Form Design sent
2. The Assigned Respondent Type of this Form
3. Triggered Forms that will be sent upon Form Completion
4. A breakdown of the Pulse Filters which determine the subject of the form sent
5. the list of the forms issued and relevant status update to inform the System Administrator of its completion

This is an excellent area to manage form completion as further actions can be taken to promote the completion of forms using the ellipsis button to the right of each form.

For more information on how to create and manage pulses, please review the below help articles:

Creating and Editing Pulses

Managing Your Forms

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Templates

Where is it?

Templates are found under the Automation tab in the left navigation menu of your platform. 

Required Permissions Access: 

The following permissions are required to access this area of your intelliHR System:

What is it?

Email notifications are automated for a wide range of actions that take place on your intelliHR system. Whether it be to send your initial welcome email to activate your account or to inform an employee of a new task assigned to them, the context and layout of your intelli email notifications can be viewed and managed through the Templates Tab.

The primary reason our users look to make alterations to this area of the platform is to make small edits to the text within the email body. 

Please review the following help articles for a more detailed breakdown of our email templates and configurations to this area:

intelliHR Email Templates

Previewing and Editing Email Templates

Note: Altering the text within these template requires an intermediate understanding of HTML coding language. If you need help making any changes to this area contact our support team or reach out directly to your intelliHR Account Manager.

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Workflows

Where is it?

Workflows are found under the Automation tab in the left navigation menu of your platform. 

Required Permissions Access: 

The following permissions are required to access this area of your intelliHR System:

What is it?

A workflow is a customized series of Form Designs that can be automatically triggered to issue to an employee at your organization based on both predetermined system events and customized HR processes that are set within your business.

Workflows are characterized by the necessity for HR to collect a variety of information or data from a single employee during an employment event where a uniform date cannot be pre-determined therefore requiring more flexibility in scheduling. A great example of such an event is Onboarding or Offboarding where similar data needs to be collected for each employee but the event date ranges widely in this scenario. 

There are over 20 workflow templates provided with your intelliHR system that can be customized to your business needs:

In the following help articles, you will learn how to create, manage and trigger a Workflow in intelliHR:

Managing Workflows

Workflow Triggers