Hi all,
I’m trying to find out how to better use the Automations feature on Personio and I’m curious how other HR Leaders do it. If you do, would you mind sharing which tasks more exactly do you use automations for?
Many thanks in advance!
Hi all,
I’m trying to find out how to better use the Automations feature on Personio and I’m curious how other HR Leaders do it. If you do, would you mind sharing which tasks more exactly do you use automations for?
Many thanks in advance!
Really great question
Tagging some other knowledgeable folks while I’m at it:
Looking forward to seeing people’s contributions to this topic!
I wouldn’t say that we are experts in Automations just yet, but here’s what we use them for right now:
We just added the ‘New employee - onboarding starting’ workflow; it sends an email to the Supervisor, Finance, QA etc, each with a different message according to the action required. This was based on feedback from Supervisors in particular not being quite in the loop around when their new employee had started onboarding.
What
We also use a mixture of ‘notifications’ and ‘emails’ dependant on who is involved in using the workflow and how they work best. For example I’m in Personio every day, so a notification is great, however for some of our colleagues, who aren’t using it as regularly, an email is better.
Would love to hear how other people are utilising the automations
I wouldn’t say that we are experts in Automations just yet, but here’s what we use them for right now:
We just added the ‘New employee - onboarding starting’ workflow; it sends an email to the Supervisor, Finance, QA etc, each with a different message according to the action required. This was based on feedback from Supervisors in particular not being quite in the loop around when their new employee had started onboarding.
Thanks! this is extremely useful. I think it’s going to be a trial & error with different actions/stakeholders. What other automations do you use for supervisors?
Of course happy to share : Here is the onboarding one:
And here are the steps as an example:
Is this the sort of thing you were after
Excellent stuff, everyone! Wonder if any of these folks would have something to add:
Hey,
I have about 30 automations set up for different things such as:
Hope this gives inspiration!
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