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Configure Automations

Setting up Automations within Pyn

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

An Automation uses employee data in your HRIS to automatically send messages based on employee events. For example:

  • An employee being added to your HRIS can initiate the will be joining messages

  • An employee's start date can initiate pre-onboarding and onboarding messages

  • An employee getting a direct report can initiate new manager development training messages

  • An employee's birthday or anniversary can initiate key moment messages.

To enable an Automation, you must first create it and configure it.

Select your Automation

Select the Automation option on the navigation bar.

Click on the Create button on the top left of your screen and select the automation you'd like to build.

In this example, we will enable the “Pre-Onboarding” automation.

Enable an Automation

After selecting "Pre-Onboarding", you'll be able to re-name the automation and configure the automation rules. In this example, you'll decide how long the automation runs for and when the employee is added (as shown below).

Add Content to your Automation

Once you add the Automation, you’ll have the option to add recommended content from the Pyn Library. Our team has curated message sequences for each automation to support recipients before, during, and after the event date.

You can include the entire sequence by selecting all, pick specific content you would like to add, or skip this step if you have your own templates already built.

Configure Your Automation

Now that you’ve added a new Automation, you’ll be able to add content, configure the Mode, and set it live.

Automation mode options:

  • Verification (In Verification mode, you must manually unpause messages before they will send. This gives you the ability to review Pyns before they are sent. To unpause messages, go to your Drafts folder and then the Paused tab, select each message, and choose "unpause" from the dropdown. All newly added messages will be set to Verification mode.)

  • Automatic (In Automatic mode, messages will send as soon as they are triggered.)

Re-enrollment period options:

  • Always (Employees who exit and later rejoin the company will always receive these messages.)

  • 1 month (Employees who exit and rejoin the company within 1 month will not receive these messages.)

  • 3 months (Employees who exit and rejoin the company within 3 months will not receive these messages.)

  • 6 months (Employees who exit and rejoin the company within 6 months will not receive these messages.)

  • 12 months (Employees who exit and rejoin the company within 12 months will not receive these messages.)

  • Never (Employees who exit and later rejoin the company will never receive these messages.)

Active Automation!

By clicking on the Automation header, you'll be able to see the details that you've configured. To start editing your automation click on Activate. This will allow you to start editing the messages you've selected.

⚠️ We recommend leaving the Mode in Manual while working on your messages to accidentally prevent anyone from receiving the messages before they are ready to be sent out.

Edit your Automation

See something you'd like to update? Simply click on the three dots (...) and choose to Edit or Disable the Automation.

Schedule Messages within an Automation

Once you have enabled an Automation, you may want to adjust the scheduling of when messages will send.

Choose the message you would like to schedule and then select the Scheduled button at the top right of your screen.

Enter the number of days before or after the event occurs that you would like the message to be sent. For example, if you want the first Welcome message to be sent when the employee is added to the HRIS, select On Event.

If a message is scheduled to be sent before an employee would be eligible for enrollment, you’ll see an error message like the below.

You can also choose if you want Pyns to send only on weekdays and select the time when you'd like them to send. Select Save to apply changes.

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