How to set up automation triggers
Each automation must have a defined trigger. This determines when the automation will be initiated.
The following automation triggers are currently available:
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
We're continuously adding more triggers. Don't hesitate to share your feedback with our team if you have a suggestion for a new trigger.
