In this article, we introduce various scenarios where you can effectively use workflows. The examples provided are far from exhaustive – with some creativity, workflows can be adapted for nearly any process in your organization. Learn how workflows can optimize your operations and simplify your daily tasks.
Find more general information about workflows here.
The trigger for this workflow is periodically, as it needs to check every weekday at a specific time (e.g., 9:00 AM) to see which users haven’t clocked in yet and generate a list for supervisors.
Action: Select “Send Email to” and specify an email address or choose one or more users to receive the email. The subject line is mandatory for emails, but the content is optional.
A list of users will be sent as an attachment to the email. You must define the attachment type. For this workflow, select “User” and filter for users who haven’t clocked in by 9:00 AM. Set up filters such as “Clocked In” > “No” and “Absent” > “No” (so that users who have registered an absence for the day are excluded). The result will be a list of users who haven’t clocked in and aren’t marked as absent by 9:00 AM.
The trigger for this workflow is periodically, and you can decide how often it should run. In this example, the workflow will create new attendance entries for the upcoming week every Sunday. You can customize this setting.
Action: Choose “Generate Attendance from Working Model”. Then, select which employees should have attendance created. You can filter employees or select them individually.
In the “From” and “To” fields, specify the time period for which the workflow should create attendance entries (e.g., one week or one month). The offset parameter allows you to set whether this predefined period refers to the past, present, or future. In this example, the workflow will create attendance entries for the upcoming week every Sunday.
In many cases, the absence type “Home Office” doesn’t require approval. However, team leaders or managers may still want to be notified when this absence type is requested. With a workflow, you can send an email notification whenever someone requests “Home Office.”
The trigger for this workflow is “Edit Datatype”. You can define the data type and event that will trigger the workflow. In this example, the workflow runs whenever an absence is created. Since it only applies to “Home Office” absences, the workflow is limited by setting a rule to trigger only when the absence type is “Home Office.”
Action: Choose “Send Email to” and specify the email address or select the users who should receive the email. Be sure to fill in the subject line. The email content is optional.
Other use cases can be easily covered with workflows in a similar manner.
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