Introduction
The starting point for creating a workflow is identifying the event that should trigger the workflow. An event in the context of workflow, is an action or a specific date at which the workflow should be triggered.
Some of the common examples are:
When an employee is created
When a leave request is created
When it is 10 days after the hire date of the employee
Types of Events:
There are 2 types of event types on Bayzat: Active Events and Date-based Events.
Active Events: An active event is related to an action taken on the system. This means the system has received an action request, which in turn is an event recorded. Common use cases are employee is created; salary configuration has been changed, the payroll cycle is closed, a leave is requested, etc. All of these events are an outcome of an action taken by the system
Date-Based Events: A date-based event is an event that is associated with a date. Today, we support 2 such events - Hire Date and Work Anniversary (Year Agnostic). You can define the workflow to be triggered based on these dates, and it further allows you to configure in such a way, that you can define the number of days before or after the selected date. You can also define the time in the day at which it has to be triggered. The most common use case here is for Onboarding and Offboarding automation, where the workflows are triggered after and before X number of days from the Hire Date and Offboarded Date.
Event Names and Description
| Event Name | Description |
| An employee is created | Whenever an employee profile is created on your Bayzat account through any method - external integrations; by clicking on Add Employee profile or bulk import. |
| An employee is deleted | Whenever an employee profile is deleted from the Bayzat system. Note: Offboarding is not considered as deleted. |
| An employee is offboarded | Whenever an employee is offboarded from the system. Note: This doesn’t associate with offboarded dates. This means whenever the action of offboarding is performed for this employee, the workflow will be triggered regardless of the offboarding date (in the past or future). |
| An employee is updated | Whenever any of the employee’s “Personal” or “Work” information is updated, the workflow is triggered. |
| A payroll adjustment is created | Whenever a payroll adjustment request is created, the workflow will be triggered |
| A payroll cycle is closed | Whenever the payroll cycle in the company is closed for a particular month. |
| An employee’s salary is updated | When an employee’s salary details (Basic and Allowances) are updated, including addition and deletion of types of allowances OR change in the values and currency. |
| A leave request is created | When a leave request is created on the system regardless of who created it and when is it created. |
| A leave request is deleted |
When a leave request that existed is now deleted. Note: Deletion does not associate with rejection. |
| A leave request is updated | When any of the properties of the leave request is updated, including the State of the Request (Pending/Accepted/Rejected), the dates, the type, or the number of days |
| Employee’s hire date event is triggered | On the date OR related to the date stated on the employee’s hire date field. |
| Employee’s work anniversary date event is triggered | On the day and month OR related to the day and month stated on the employee’s hire date field that is associated with the Work Anniversary |