This guide will help you set up a workflow that notifies an HR manager when a new hire completes their preboarding form and assigns them a task, like continuing the contract-signing process.
Add an HR manager field
Go to Settings → People Data and create a new field called “HR manager”.
Set the field type to Employee.
This allows you to assign an HR manager to each employee in their profile.
When setting up workflows, you can use this field to send tasks and notifications to the right HR manager.
Add HR manager field to the New hire form
Go to the New Hire Form → Sections tab.
Add the HR manager field and make it required.
Now, when adding a new employee, HR must select an HR manager.
You can assign different HR managers for different employees or departments.
Create the workflow
Go to Workflows and give it a name and description.
Set the trigger to Manual (we’ll link it to the preboarding form later).
Add a task for the HR manager:
Purpose: Inform them that the preboarding form is completed and what actions to take next.
Assign the task to: HR manager field of the employee.
Optionally, enable a substitute so another HR manager can step in if needed.
Link the Workflow to the Preboarding Form
Go to Preboarding Forms → Settings.
Add the workflow you just created to the form.
Now, when a new hire completes the preboarding form, the assigned HR manager will receive a task immediately to continue the next steps.
