How to set up a workflow

Employers can create workflows to automate their manual HR tasks.

Note: Our Workflows feature is currently in Beta. If you have feedback, encounter any issues, or want to request additional workflows, you can access our feedback form by clicking on the help menu next to your avatar and selecting Give product feedback.

This article will guide you in setting up and publishing a custom workflow. With workflows, you can automate processes in your Remote account by setting triggers, defining automatic actions, and applying conditions to tailor the process to your needs.

Who has access to create a workflow? 

The Workflows feature is available to all Remote customers. The following users have access to create workflows: 

1. Company Owners
2. Company Super Admins
3. Company users with the Company management permissions enabled.

If you’re unable to access the Workflow feature, please reach out to your Remote company account admin for assistance.

How do I set up a workflow? 

Follow these simple steps to create your first workflow. 

1. Log into Remote and go to the Company settings tab
Begin by logging into your Remote account. From your dashboard, navigate to the Company settings tab on the left-hand-side menu to get started.

2. Click Workflows
Under "Workflows & Integrations," select "Workflows."

3. Click Create Workflow
In the Workflows tab, select "Create Workflow" to start setting up your automated process.

4. Set up your workflow trigger
Choose a trigger event to kick off your workflow. This could be an event like a new team member joining, an agreement update, or another system action that initiates your process.

5. Set up your workflow action
Define the automatic action that will happen when the trigger event occurs. Currently, the available actions include:

• Sending a notification via Slack
• Sending a notification via email

6. Add conditional logic (optional)

Use conditional rules to set specific criteria for your workflow to continue. You can also enhance your workflows with RemoteAI, which automates processes based on specific scenarios. RemoteAI supports the following triggers: updating personal details, submitting expenses, and requesting time off. If a prompt doesn’t match an existing field, you’ll receive an error message with tips to adjust it.

• Manual: Choose from preset dropdown options, such as "Only continue if a team member’s department is Marketing."
• RemoteAI: Type a simple prompt, and RemoteAI will set up the logic for you. For example:
  • "Time off request longer than 5 days"
  • "Team member changes their preferred name"

7. Click Publish
When your workflow is ready, click "Publish" to make it active. The workflow will then run automatically whenever the trigger event happens.