As an admin, you can create personalised email alerts to generate and upload mail merge documents such as contracts or salary letters for a signature by using the Ripple feature.
📌Note: To use this feature, you need to have the Ripple license turned on.
Before starting to create a ripple, ensure you create a query to get a specific group of employees you want this ripple to trigger for.
To create your automated workflow, follow the steps in each section below in order.
Create a ripple
Click Access Button
then click HR Admin.
Click Settings then Ripple.
Click the + icon then from the Ripple type list, select the relevant option.
📌Note: By default, you can create background ripple workflows. If you need the Interactive Ripple feature, contact your account manager.
Enter a name and a description for the workflow.
From the Status drop-down menu, select the relevant status.
📌Note: We recommend you select Draft until you complete the ripple.
From the Employee Access drop-down menu, select the relevant access.
From the Manager Access list, select the relevant access.
If required, select the relevant early exit rule:
None: Don't exclude any employee from the early exit query.
Not in: The employee is not in your early exit query.
In Query: Select the query that includes the employees you want to exclude from the ripple.
To create the first stage of the process, click Add Step.
Click Save.
Once you've created the ripple, you need to schedule it.
Schedule a ripple
When scheduling your ripple, you specify who this should trigger for and when. To do this, follow the steps below.
Click Access Button
Click Ripple then, next to the relevant ripple, click the star icon.
Click Add new items then select the relevant option:
To gather a group of employees that meet custom criteria, select Query. For example, employees approaching their probation end date.
For a specfic group of employees based on some standard employee information, select Manual. For example, employees in the sales department.
Selection | Steps |
Query | If you select the audience via query, set the following:
|
Manual | If you want to manually select your audience, set the following:
|
In the Automation Ripple list, select the ripple you just created.
Enter a description then enter an effective date.
🤓Tip: To trigger the ripple immediately, leave the Effective Date field blank.
If required, select Start immediately for new starters.
To set the ripple to repeat, enter the relevant number of days.