AutoHR allows you to set automations, for key HR processes such as onboarding and offboarding within your business.
To get started, begin by navigating to the AutoHR tab on the left menu. To create a custom workflow you will need to select Custom Automations. There is no templates for custom automations, so unless you have previously created one, you will need to create a custom automation from scratch. To do this, first click Add New in the top right corner.
You can choose to base your custom automation on previously created automation using the drop down tab title Based On (optional). If not, you can populate and design the custom section from scratch. Give the automation a title and description. You can then create as many steps as you desire, giving each step its own title and description.
You have the ability to arrange these steps in any order and to do this you will need to select the arrows to the right of each step. You can also remove steps if needed. Next you can set a trigger date by inserting a number, such as 1 days/weeks/months. This will then trigger a step 1 day/week/month after the creation date, of the automation. Then we can set who this task is assigned to by selecting the relevant person(s). Once your automation creation is complete, click Save.
To add an automation to an employee, you will need to navigate to the Automations section of the employee profile, select Add New and select the custom automation. Here you will need to set the start date and then save. To amend an assignee, click Edit, chose the relevant person(s), then save again.
Once you have added this automation, the assigned person(s) will receive an email from oneHR once the trigger date has been reached to complete the task.