Employee & Shift Management AutomationsPurpose
1.2. Automate reminders to managers and HR for prompt acknowledgment, ensuring an organized and professional recognition process.
1.3. Securely centralize employee date records for automatable workflows, eliminating manual calendar management.
1.4. Enhance teamwork and employee happiness via automated, timely celebratory notifications across multiple channels.
1.5. Integrate automation with shift management for automatedly acknowledging employees who may be off-duty.
Trigger Conditions
2.2. Detection of matching current date and employee birthday or work anniversary.
2.3. Optionally, automated calendar invite or task set one day prior as reminder for managers.
2.4. Automated escalation if acknowledgment is overdue.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automated SMS trigger to staff and/or managers; Configure using Twilio’s Programmable SMS API — set trigger: POST to /Messages endpoint with personalized text.
3.2. SendGrid
• Feature/Setting: Automatically send emails using SendGrid Mail Send API; set up automation with dynamic templates and POST to /mail/send.
3.3. Slack
• Feature/Setting: Automated Slack bot sends DM or channel message; configure using Slack Incoming Webhooks or chat.postMessage API.
3.4. Microsoft Teams
• Feature/Setting: Set up automated message via Teams bot using Microsoft Graph /teams/sendActivityNotification API.
3.5. Outlook Calendar
• Feature/Setting: Automate event/invite creation using Outlook REST API /me/events for future date reminders.
3.6. Google Calendar
• Feature/Setting: Auto-create events or notifications with Google Calendar API /calendars/events.
3.7. Gmail
• Feature/Setting: Send personalized emails using Gmail API /gmail/v1/users/me/messages/send.
3.8. Zendesk
• Feature/Setting: Automatically create tickets/reminders for HR via Zendesk Tickets API /api/v2/tickets.json.
3.9. Salesforce
• Feature/Setting: Automated task or Chatter message via Salesforce REST API /services/data/vXX.X/sobjects/Task/.
3.10. BambooHR
• Feature/Setting: Read employee records and automate notifications using BambooHR Reports API /api/gateway.php/{domain}/v1/reports/custom/.
3.11. Workday
• Feature/Setting: Automate fetching worker anniversaries with Workday REST API /workers endpoint.
3.12. Asana
• Feature/Setting: Automated task creation for managers using Asana Tasks API /tasks POST endpoint.
3.13. Trello
• Feature/Setting: Automate card creation with Trello Cards API /1/cards.
3.14. Monday.com
• Feature/Setting: Send automated notifications or board pulses using Monday.com API v2 mutation create_notification.
3.15. HubSpot
• Feature/Setting: Workflow automation to email/notify using HubSpot Workflow API or Email API /email/public/v1/singleEmail/send.
3.16. Intercom
• Feature/Setting: Automated in-app/message using Intercom Messages API /messages.
3.17. Facebook Workplace
• Feature/Setting: Automated group or direct post using Workplace Graph API /community/groups/messages.
3.18. Discord
• Feature/Setting: Automated bot message in relevant channel with Discord Bot POST /channels/{channel.id}/messages.
3.19. WhatsApp Business API
• Feature/Setting: Set up automated WhatsApp message using POST /v1/messages.
3.20. Zoom Chat
• Feature/Setting: Automate chat message or notification using Zoom Chat API /chat/users/me/messages.
3.21. Freshservice
• Feature/Setting: Automatically create service tickets/reminders using Freshservice Tickets API /api/v2/tickets.
3.22. Zoho People
• Feature/Setting: Fetch employee dates and automate notifications with Zoho People API /api/forms/P_EmployeeView/records.
Benefits
4.2. Reduces human error in remembering important dates, automating timely recognition.
4.3. Increases employee satisfaction through automatedly personalized messages.
4.4. Ensures no important employee event goes unacknowledged with automated escalation.
4.5. Supports hybrid and remote staff by automating multi-channel notifications.
4.6. Promotes consistency in employee experience through end-to-end automation.