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How to manually enroll an employee in an Automation
How to manually enroll an employee in an Automation

Use this functionality to test or manually trigger your Automations

Julianna Kapjian-Pitt avatar
Written by Julianna Kapjian-Pitt
Updated over a week ago

Manually Enroll One or More Employees

  1. Go to your Automation tab

  2. Click on the Automation header (e.g., First Time Manager, Onboarding Employee) and select the (...) menu in the top right hand corner.

  3. Select Manually Enroll from the dropdown.

  4. Enter or select the date of the event. Messages in an Automation are based on the date an event occurs (e.g., new hire start date, first day as a manager, etc.).

  5. By default, employees will be enrolled in a paused state. Paused messages will not be sent to employees. The messages remain in Drafts until they are unpaused. To schedule messages immediately, uncheck this box.

  6. Click Verify to ensure the employee can be enrolled in the Automation.

  7. Review the messages that will be scheduled and sent. Messages labeled "scheduled" will send as part of the enrollment. Messages labeled as "not scheduled" will not send. If the recipient should get a message that is labeled as "not scheduled," check that the employee's demographics match the message filter. For example, if the message only goes to employees in the Engineering Department, confirm that the employee is in the Engineering Department and their data is correct in your HRIS. For help, contact Pyn Support.

  8. Click Confirm to enroll the employee(s).

How to unpause messages

  1. Go to Drafts and scroll past any Scheduled messages to the bottom of your list

  2. Click on the paused message

  3. Select the (...) menu and choose Unpause.

Repeat for each message you want to unpause.

❓ Who can see paused messages? A paused message is visible by:
Editors of that message
Editors of that Automation
The User who entered the manual enrollment
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