HR Automations

🤖 HR Automation

The HR Automation module simplifies handling of contract-based triggers for common HR issues, like repeated late attendance or unauthorized holidays. Automating these actions helps HR teams reduce manual follow-ups and ensure policy enforcement with less effort.

🎥 Video Tutorial

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[HR Automation]

🔍 Navigating to HR Automation

Go to: Automations → HR

📘 What You’ll See:

• Tabs:

  • Late Attendance Automation

  • Unauthorized Holidays Automation

• Trigger Condition: Input the total late arrivals (in days) required to activate the automation

• Select Contract(s): Choose the specific eContract that will be assigned once the trigger is met

• Action Column: ✏️ Edit or 🔚 Delete automation entries

➕ Creating a New HR Automation

1. Choose the type of automation:

   • Late Attendance – Triggers after a specified number of late arrivals

   • Unauthorized Holidays – Triggers after unapproved leaves

2. Enter trigger criteria (e.g., 2 days of late arrival)

3. Select the contract (e.g., Warning Letter) to be auto-assigned

4. Click Create

✅ Tips

• Use HR automations to auto-assign disciplinary documents

• Keep criteria strict enough to enforce policies but fair for genuine cases

• Helps prevent escalations by enforcing accountability early

❓ Common Questions

Q: Can I assign more than one contract in the automation?
A: No, only one contract can be triggered per automation rule.

Q: Can I use custom contracts?
A: Yes, as long as they exist in your eContracts library.

Q: What if I want to change the criteria later?
A: Use the ✏️ Edit button to update trigger values or contract assignments.