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Hi Community,

We’re already at the second-to-last stop on my journey through the Community! After exciting discussions in the Support Area and HR Think Tank, today I’ve landed in a relatively new but super inspiring space: Learn & Share! ✨

If you missed my previous stops, here’s a quick reminder – every comment contributes to a good cause:

But now, back to today’s topic: Workflow Automation! I’m particularly interested in the subject of vacation days. 

As the end of the year approaches, workload increases and Christmas comes closer, many of our hardworking team members end up having leftover vacation days. To ensure these don’t go to waste, they can be carried over and used by the end of March the following year.
 

Instead of having to manually remind all of your team members to use their remaining vacation days, we want to give them a gentle nudge, by using Workflow Automation to send an automated reminder. It should say something like
 

“Hey, got some vacation days left? Make sure to plan them by March 31, 2025!” 🎅


For us, this would mean creating a date-specific reminder workflow. We want to remind our team on January 15, 2025, about their remaining vacation days. Plus, we’d like the reminder to repeat every year around the same time.

 

Here are my questions for you:

  • Have you already implemented similar workflows?
  • Did you use any templates from the Workflow Gallery for this?
  • What best practices can you share to make this process efficient and clear for everyone?


Cheers,
Your Holiday Christmas Elf

Hi Community,

do we have any Workflow Automation Pros or someone that has worked around the function in Personio and would be able to share some best practices? 👀

​@People Person, ​@SnowV, ​@vstranska, ​@Olga Lysiak I’m looking forward to hearing some of your insights 🚀
 

Don’t forget: We’re collecting as many insights as possible! Each comment you share will contribute to the Community's fundraising campaign where we’ll donate £5 per shared comment to the charity Crisis UK. Find out more about the initiative here. 🎄

 

It’s on my to do list to revamp our Leave section as it could do with work.

Some feedback though it would be great to not have to find every old ex collague to be able to amend or remove a leave policy

Hey ​@Community Holiday Elf !

 

We implemented a flow using an API with Bower BI as workflows weren’t sophisticated enough at the time. We send out quarterly reminders to those who have not used the expected level of annual leave by those dates, reminding them how much they have left and to use it! 

This has worked well and significantly decreased the number of additional carry over requests we have had this year! 

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