Workflows
In this collection, you'll find a comprehensive guide to initiating workflows effectively, streamlining processes, and automating tasks to boost efficiency across your organization.
17 articles
- Workflows: Streamline work processes with Workflows in PeopleForceLearn how to streamline your workflow processes
- Workflows: Automate your Onboarding process with workflowsLearn how to create and integrate Onboarding workflows to the New hire and Preboarding forms
- Workflows: Automate your Offboarding process with workflowsLearn how to automate your HR routine by creating an Offboarding workflow
- Workflow guide: Notify HR manager when preboarding form is completedCreate a workflow to inform HR manager that the preboarding form was filled in by a new hire
- Workflow triggers: Setting up the manual triggering
- Workflow actions: How to create a taskLearn how to create tasks in the workflows
- Workflow actions: How to request a formLearn how to add a form request step in a workflow.
- Workflow actions: Send welcome letterLearn how to effortlessly send a welcome letter automatically through your workflow.
- Workflow actions: Trigger workflow
- Workflow actions: How to send an emailLearn how to efficiently send emails as part of your workflow, with various recipient options, including placeholders for personalization.
- Workflow actions: How to generate a documentLearn how to efficiently generate documents within your workflow for streamlined automation.
- Workflow actions: Google Workspace actionsLearn how to create Google Workspace user or delete employee Google Workspace user
- Workflow actions: Upload a document and request eSignature
- Workflows: Streamline work processes with Workflows in PeopleForceLearn how to create workflows for various events and tasks in your organization.
- Workflows: How to generate payslips in PeopleForceLearn how to set up a workflow to automize the payslips delivery to the employees every month
- Setting up the recurring workflowsLearn how to set up the recurring workflow