Please note that you need to create a length-based review period first so that you can select it when configuring the workflow.

1. Log into your Employment Hero platform.
2. Click on Workflows on the left-hand side menu.
3. Click the Onboarding tab.
4. Click on Add new employee to probation review.
5. Here you will see the Workflow.
6. To change the Workflow name, click on the pen icon.
   
7. Add the following details:
   • Workflow name
   • Description (optional).
8. Click Save.
   
9. Under Triggers and Conditions, click on Employee start date is approaching to add your trigger event.
   
10. At When will this trigger event start? select when this trigger event will start.
11. Click on Save.
12. Next, you need to set the conditions. Click on Condition here.
    
13. Click on Add Condition.
    
14. In the Field drop-down menu, select from the following options:
    • Employment type
    • Location
    • Team
15. In the Condition drop-down menu, select from the following options:
    • Is one of
    • Is equal to
    • Does not equal
    • Is not one of
16. In the Value drop-down menu, select from the following options:
    • Full-time
    • Part-time
    • Casual
17. Click Save.
    
18. Next, click on Add employee to review period.
    
19. In the Then drop-down menu, select from the following options:
    • Add employee to review period
    • Send email reminder
20. Click Save.
    
21. If you are ready to activate this Workflow, click on Save flow and publish.
    

1. Log into your Employment Hero platform.
2. Click on Workflows on the left-hand side menu.
3. Click the Reviews tab.
4. Click Notify participants of upcoming performance review.
   
5. Here you will see the Workflow.
6. To change the Workflow name, click on the pen icon.
   
7. Add the following details:
   • Workflow name
   • Description (optional).
8. Click Save.
   
9. Under Triggers and Conditions, click on Employee start date is approaching to add your trigger event.
   
   
10. At When will this trigger event start? select when this trigger event will start.
11. Click on Save.
12. Next, you need to set the conditions. Click on Condition here.
    
13. Click on Add Condition.
    
14. In the Field drop-down menu, select from the following options:
    • Review title
15. In the Condition drop-down menu, select from the following options:
    • Is one of
    • Is equal to
    • Does not equal
    • Is not one of
16. In the Value drop-down menu, select from the following options:
    • Full-time
    • Part-time
    • Casual
17. Click Save.
    
18. Next, click on Send email notification.
    
19. In the Then drop-down menu, select from the following options:
    • Add employee to review period
    • Send email reminder
20. Click Save.
    
21. If you are ready to activate this Workflow, click on Save flow and publish.
    

Please note that the "Notify users of incomplete reviews" workflow does not work for probation reviews. It is only applicable to performance reviews with start and end dates.

1. Log into your Employment Hero platform.
2. Click on Workflows on the left-hand side menu.
3. Click the Reviews tab.
   
4. Click on Notify of incomplete reviews.
   
5. Here you will see the Workflow.
6. To change the Workflow name, click on the pen icon.
7. Add the following details:
   • Workflow name
   • Description (optional).
8. Click Save.
9. Next, you need to set when the action will happen. Click on Employee review end date is approaching.
   
10. Then select When will this trigger event start? Use the dropdowns to choose.
11. Click Save.
12. Next you will set the conditions. Click on Employee Completion is equal to incomplete.
    
13. For Field, choose between:
    • Employee completion.
    • Manager completion.
14. For the condition, choose between:
    • is one of.
    • is equal to.
    • does not equal.
    • is not one of.
15. For value, choose from:
    • Complete.
    • Incomplete.
16. Click Save.
17. Next, click on Send email notification.
    
18. In the Then drop-down menu:
    • Add a title for the email reminder.
    • Add the type of recipient.
    • Add a subject line.
    • Write the email.
19. Click Save.
    
20. If you are ready to activate this Workflow, click on Save flow and publish.
    

The Employee File Change Workflows feature lets you create a set of steps that Employment Hero will take regarding expense claims. Each step follows the When-If-Then sequence, which is like this:

• When this happens -> If this condition is met -> Then do this.
  • "When" is the situation that will trigger the workflow.
  • "If" is the condition that decides what action should be taken.
  • "Then" is the action that the platform will take.

To visualise this better, please see the examples below relating to expense claims. "X" and "Y" in these scenarios refer to values you can pick and enter on Employment Hero.

1. When an employee submits an expense claim request, If the expense claim amount is more than "X", Then the request will be sent to the executive leadership team for approval.
2. When an employee submits an expense claim request, If the expense claim category is "X", Then the request will be automatically declined.
3. When an employee submits an expense claim request, If the expense claim currency is "X", Then the request will be automatically approved.
4. When an employee submits an expense claim request, If purchase start date is after "X" AND end date is before "Y", Then the request will be automatically approved.

No, the When-If-Then sequence cannot be changed.

An IF field must always come before a THEN field.

Examples:

You cannot perform a THEN action and then have the workflow re-evaluate new IF conditions as part of the same workflow run. You will need to split these into separate workflows.

When you click the "IF" field when creating a workflow, the "Add conditions" panel will slide out. There, you will have to fill in the following: Field, Condition, and Value.

Below those is the Add condition button, which lets you set up an additional condition to come with the first one. When you click this button, you will be asked to choose between:

• And condition - This means the platform will take action only if BOTH the original and additional conditions are met.
• Or condition - This means the platform will take action if EITHER the original or additional condition is met.

To demonstrate this, here are some examples:

And condition:

For the image below, the platform will act only if the expense claim amount is over 5,000 AND has a category of Miscellaneous. The platform will not take the specified action in the "THEN" field if both are not met, even if one of the conditions is followed.

Or condition:

For the image below, the platform will take action if the expense claim amount is over 5,000 OR has a category of Meal Allowance. There just needs to be at least one condition met for the platform to act. So, the workflow will still function if two, three, or more conditions were met.

For our example, this means the workflow will act if the expense claim amount is over 5,000, even if it falls under a different expense category. The platform will also function if the request is under the Meal Allowance category, even if the amount is less than 5,000.