Introduction to workflow

Workflow automation helps organizations automate repetitive business processes and reduce manual effort.

A workflow automatically performs predefined actions when specific events occur, conditions are met, or schedules are reached. Instead of manually tracking tasks, sending reminders, assigning learning content, or managing follow-ups, admins can configure workflows to perform these activities automatically.

Workflow automation supports a wide range of business processes, including:

• Employee onboarding
• Employee offboarding
• Learning and development
• Compliance management
• Employee engagement initiatives
• Data verification and review processes

Benefits of workflow

By automating routine activities, workflow automation help organizations:

• Reduce manual work: Automatically performs predefined actions when trigger events occur.
• Support compliance processes: Automate activities such as training reminders, certification tracking, policy acknowledgments, and periodic reviews.
• Scale administrative processes: Manage recurring processes for large groups of employees without increasing manual effort.
• Improve process consistency: Ensure that business processes are executed consistently by following the same configured logic each time a workflow runs.

How workflow works

A workflow starts when a trigger occurs. The workflow then evaluates the configured logic and performs the defined actions.

Depending on the workflow design, the workflow can:

• Evaluate conditions
• Perform one or more actions
• Wait for a specified period before continuing
• Follow different paths based on business rules
• Escalate tasks or notifications when required