Effortlessly set up automated alerts and notifications triggered by specific events and conditions like case creation, email replies to cases or tickets, approval status updates, and upcoming expiry dates for critical documents! 🤖
Getting Started
To get started, go to Settings and select Automations. This can also be accessed from the Tickets and Tasks screen.
Available Automations
Here is list of automations that can be created along with their settings:
Case Created
When a case is created:
Case type is...
Case origin country is...
Case destination country is...
It can:
Create an alert
Send notification
Set owner
Case Email Received
When an email is received on a case...
Case status is...
Case type is...
Case origin country is...
Case destination country is...
It can:
Create alert
Send notification
Ticket Email Received
When an email is received on a ticket:
Ticket status is...
Ticket type is...
It can:
Create alert
Send notification
Approval Awaiting Action
___ days after the approval is sent and still in progress:
Case status is...
Case type is...
Case origin country is...
I can:
Create an alert
Send notification
Immigration Expiring
___ days before immigration expiry date:
Case status is...
Case type is...
Case origin country is...
Case destination country is...
It can:
Create an alert
Send notification
Passport Expiring
___ days before passport expiry date:
Case status is...
Case type is...
Case origin country is...
Case destination country is...
It can:
Create an alert
Send notification
Social Security Expiring
___ days before social security expiry date:
Case status is...
Case type is...
Case origin country is...
Case destination country is...
It can:
Create an alert
Send notification
Days Travelled in Calendar Year
When an employee travels to...
Destination Country
___ or more days in the Calendar Year
It can:
Create an alert
Send notification
Days Travelled in Fiscal Year
When an employee travels to...
Destination Country
___ or more days in the Fiscal Year
It can:
Create an alert
Send notification
Days Travelled in Rolling 12 Months
When an employee travels to...
Destination Country
___ or more days in Rolling 12 Months
It can:
Create an alert
Send notification
Supplier Initiation
When a service is initiated...
Case status is...
Service type is...
Case origin country is...
Case destination country is...
Supplier is...
It can:
Send a notification to...
Owner
Home Human Resources
Host HER
Home Manager
Host Manager
Payroll
Corporate Tax
Security Lead
Talent Acquisition
Project Manager
Immigration
Reporting Manager
Organization Leader
Search for a person - Choose the person who you want to receive a notification about this alert.
Creating an Automation
In the Automations screen, click on "+" to create a new automation.
Fill in the details based on your preferences and click save.
To turn automation on or off, simply click on the toggle button.
💡Note: We're continuously expanding automation options based on your feedback, ensuring Workia evolves with your needs. Message us with any suggestions!