Workflow automation enables the creation of fully automated, multitouch communication sequences throughout the employee lifecycle. The system supports scheduling emails and applying activity-based triggers to deliver relevant content at the appropriate time.
You can use Workflows for:
- Onboarding new employees,
- Increasing engagement before and after events,
- Driving change communications at the right pace,
- Reminders when actions are due,
- Improving employee experience by retargeting only non-responders,
- And, any recurring updates that need to go out on a schedule — without manual effort.
With Workflows, your audience get the information they need exactly when they need it, creating a more connected experience across your organization.
Accessing Workflows
To access Workflows,
- From the Home page, click Comms tab.
- Form the left-hand navigation panel, select Workflows. The Workflows screen appears.
- On the Workflows screen, you can:
- View existing workflows
- Edit draft workflows
- View or stop live workflows
- Create new workflows
- Click Create to create a new Workflow.
