Updated in August-2023
Throughout an employee's lifecycle in an organization, the admin users need to perform numerous tasks based on important date-based events. Some common examples include successful employee onboarding, offboarding, retirement, contract/visa/passport renewal, and much more. These tasks involve actions and approvals from multiple stakeholders within a specified timeframe. Currently, the stakeholders track the tasks manually using pen and paper, calendars, and numerous email reminders.
To streamline the process, we have enhanced greytHR's existing Workflows module, which now includes various date-based events across the employee lifecycle. The workflows for date-based events enable you as an admin to create and manage all date-bound events from start to end.
Automate tasks and approvals: This can save time and effort for HR staff.
Reduce human error: This can improve the accuracy of data and processes.
Send reminders: This can help stakeholders stay on track.
Provide tracking and reporting: This can help identify blockages and make improvements.
Here is a video for you to gain a clear understanding:
Video
Perform the following steps to create a smooth date-based event workflow:
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