Triggers and Automations

On the blue ribbon, click Administration and select Triggers and Automations.

In the top-right corner, click the three dots and select New Trigger.

Enter a title for the trigger.

Select Take Action When:

• Payroll Status Has Changed - to trigger actions whenever there is an update or modification to an employee’s payroll record.
• Payment is Held – The payroll payment is temporarily on hold and will not be processed until the issue has been resolved.
• Payment is Released – The payroll payment has been approved and processed for disbursement.

Make sure to check the Enabled box to activate the trigger.

You may also add conditions to control when the trigger actions will execute.

Click the Add Action icon if you want the trigger to send an email or create an alert.

Click Submit to save the trigger.

Setting Up Automations

In the top-right corner, click the three dots and select New Automation.

Enter a title for the automation.

In the designated field, enter the number of days.

From the dropdown menu, choose either:

• Days after the date specified in
• Days after the start of the month

Make sure to check the Enabled box to activate the automation.

You may also add conditions to filter when the automation actions are executed.

Click the Add Action icon if you want the automation to send an email or create an alert.

Click Submit to save the automation.