This workflow is designed to ensure that all new hire employment contracts are automatically reviewed by HR and stored in the appropriate folder.
Workflow Setup:
1. Name: Employment New Hire
2. Description: “For new hires, notify HR and move the contract to the HR folder.”
3. Set Trigger (When Section):
- Document Type: Set the trigger based on document type.
- Condition: Set to equals.
- Value: Select Offer Letter.
4. Define Actions (Then Section):
- Invite HR Head to Review: Add the Head of HR as an Editor to allow editing and signing if needed.
- Move Document: Move the document to the Offer Letters folder for centralized storage of employment contracts.
Summary:
This workflow automates new hire contract processing, notifying the Head of HR and organizing documents in the Offer Letters folder. When a document’s type is set to Employment Contract, it triggers an invite to HR for review and relocates the file, keeping HR fully informed and documents organized.