How to set up automation triggers

Onboarding

• First day of employment

• New team member onboarded

• Contract signed

• Self-enrollment completed

• Onboarding task completed

• New team member added

Time off

• A time off request is submitted

• A time off request is approved

• A time off request is canceled

• A time off request's dates are changed

• A time off request is declined

• Someone returns from time off

• A time off request is edited

Expenses

• An expense is approved

• An expense is declined

• An expense is deleted

• An expense is reimbursed

• An expense is submitted

• An expense is updated

Team member updates

• Someone's department or manager is updated

• Someone's personal information is updated

• A custom field on someone's profile is updated

• A contract amendment is updated

Team member events

• A team member's birthday

• A team member's contract end date

• A team member's probation end date

• A team member's last day of employment

• A team member receives feedback

• A career goal is created by a manager

• A career goal is updated by a manager

• A career goal is created by an employee

• A career goal is updated by an employee

• A self-reflection performance assessment is opened

More triggers

• A deposit method is updated

• An employment request is submitted

• A timesheet is submitted

• At recurring intervals