As an admin, you can create personalised email alerts to generate and upload mail merge documents such as contracts or salary letters for a signature.
In addition to allocating tasks, you can follow up on these actions, check their status, and act accordingly depending on whether they're outstanding or complete.
To get this feature, reach out to your account manager.
Ripple types
There are two types of ripple workflows:
Background: This performs actions the system runs in the background such as instructional email alerts, checking tasks or logbook status, or sending a document that requires a signature.
Interactive: The users involved need to perform specific actions within the system. For example, selecting an option to watch a video or even more detailed actions such as completing a specific logbook or online form.
Ripple methods
To automatically launch either of the ripple types, use one of these two methods:
Manual: To identify a specific group of employees, use a variety of filters such as location, department, job role, and so on. You can also include or exclude specific employees or launch from within a specific employee record.
Query: If you can't identify the correct group of employees using the above filters, you use a query instead.