You have the option to send a form through a workflow or to send an existing form. The example we will go through here is for an IT form for Onboarding purposes that go to HR, new Employee's Manager a...
This workflow type runs on a schedule in the background and only triggers when a rule is met. This currently has 4 trigger options: 1. Changes This means that if a change is made to any of the options...
In workflows, there is a step called Send document for signature. This step allows you to send a notification to employees who are required to sign a document (E.g. a new HR Policy). At the end of th...
When building a workflow, you may wish to send a message containing sensitive employee information such as the employee's SIN, salary details, etc. While these emails are likely to only be sent to an ...
When an employee joins or leaves your company, there is often a checklist of things you need to do to ensure they are fully and properly processed in accordance with company and legal requirements. To...
When building a workflow, you might want to create one on an existing workflow. To this end, we have the ability to duplicate workflows. The duplicated workflow can then be edited and used as the basi...