You can navigate to Settings > Workflows > Create New.
Create from the existing templates or start from scratch.
Use-case 1: Send an Email when an employee is offboarded from Marketing Department.
Step 1: Define the workflows
We recommend following this format <Action><Event><Criterion>. So the name as per our use-case would be <Send an Email>< When an employee is offboarded> <from Marketing Department>
In case you have multiple workflows created for offboarding, make sure you tag this workflows with “Offboarding”, so you can easily search and find all offboarding-related workflows.
Step 2: Set up the Event
Select the event “An employee is offboarded”.
Step 3: Add criteria
- From the drop-list, search for the criterion you want to filter by. As per the example, we want to set the criteria “Department equals Marketing”.
- Select Employee -> Department from Data point. Select equals to from the Operation. Select Value “Marketing”. Only departments configured in your Bayzat account will appear in the drop-down menu. If the department you're looking for isn't listed, you can create it in the settings. Click here to know how.
You can choose different types of operators too and add multiple criterion too, as per your business needs.
Step 4: Define Actions
- From the list of Action Type, select Email. The intend is to Send email to the Line Manager, so select “From this event Employee -> direct reports to as the recipient.
- Customize the subject line as needed. You can use the variables from the list pre-loaded on the account.
Output:
Anytime an employee is offboarded through Bayzat, and IF the employee is in Marketing Department, then an Email will be sent to the Line Manager of the employee offboarded, with the email subject and body you have configured.
Use-case 2: Send a Slack message after 10 days of employee’s hire date if the employee is a Manager
Step 1: Define the workflows
We recommend following this format <Action><Event><Criterion>. So the name as per our use-case would be <Send an Slack Message>< After 10 days of employee’s hire date> <if the employee is a Manager>. Make sure you also make use of the tags.
Step 2: Set up the Event
In this example, let’s select a Date-based Event Type.
Let’s select “Employee's hire date event is triggered”. Select Trigger the workflows as “Relative to the date selected”. Enter number of days as 10. Select “days After” for Before/After. Select time as 12:00 AM. You can choose to customize this time.
Step 3: Add criteria
Search for Employe->Position and set the criterion as Employee-> Position contains Manager.
This will enable the workflow to be triggered for any Employee’s with position that has Manager.
Step 4: Define Actions
Select Action Type as “Slack”.
Insert the Webhook URL to the channel you wish to post.
To generate a webhook URL, you will have to be the ADMIN to your Slack Workspace.
Click here to learn more about it. Customize your message with the help of the variables.