Automate Your Processes
People-Trak HR software can assist HR in being proactive in reporting and sharing pertinent data across the organization, without additional effort. This is accomplished through process automation. Process automation begins with Alerts and the Scheduler, but People-Trak's Strategic Add-on takes it to a whole new level.
Process Triggers are a Strategic feature that enables users to define a variety of actions that are to be taken when different classes of triggers are activated.
For example, a field change trigger is activated when a field is changed and the conditions are met. When any trigger is activated, a variety of actions may be executed: sending a message, displaying a screen, running a report, executing a procedure, updating a different field, and sending an email. An example of what a field change trigger can be used for is as follows.
When an employee's Status field is changed to "Terminated," and saved, the following actions take place:
- A message pops up saying, "Please notify Payroll that this employee is terminated so they can cut a final paycheck."
- The terminated employee's company property screen pops up as a reminder to collect his or her keys, credit card, ID badge or company cell phone.
- An email is sent to your Benefits Coordinator, requesting that her or she send a COBRA offer letter to this employee.
- An email is sent to your Recruiter, requesting that he or she start looking for a replacement for this position.
The possibilities for these triggers are endless, and People-Trak gives you complete customization power to tailor exactly what you need for your organization to successfully automate all of your processes in one HRIS software product.