Workflow Automations

Workflows for HR management automation let you automate manual processes easily in Factorial.

1. Notify managers of team member leave requests.
2. Trigger an action to share documents with employees based on location, team, or position.
3. Create custom onboardings, and perform several actions using the data of a specific employee.

Creating a workflow in Factorial is as easy as filling out a form. The step by step set up makes it easy to create task Automations without any previous knowledge.

1. Use triggers to initiate actions, such as “New document uploaded“ or “New employee created“.
2. Apply filters so your actions only trigger in response to what you want.
3. Add actions for each case. For example: send emails to a specific employee, a team, or the whole company.

Workflow Automations uses the data and events already existing in Factorial, meaning there’s no need to search through documents.

1. Create an HR automation system using all the data you have in Factorial.
2. Use your existing data in Factorial (ie. locations, teams, and groups) to filter actions.
3. Design your own automation process. Create workflows depending on specific criteria, and customize workflows to your needs.