Internal Workflows & HRPurpose
1.2 Centralize and automate data capture, approval, reporting, and analytics of participation in charity/volunteer events.
1.3 Enable automated reminders, reporting, and recognition/awards workflows tied to employee involvement.
1.4 Integrate tracking with employee files, benefits, and performance systems for streamlined HR automation.
1.5 Support regulatory or organizational reporting requirements with automated report generation.
Trigger Conditions
2.2 When employee submits scanned or digital proof (photo, confirmation email, badge scan).
2.3 Receive HR manager approval/validation input triggers workflow continuation.
2.4 Automated calendar event detection with specific keywords (“volunteer”, “charity”) triggers enrichment.
2.5 API/webhook triggers from charity event management platforms or third-party participation registers.
Platform Variants
• Feature/Setting: Flow Builder automator for Volunteer Object; configure API integration for record ingestion, automated notifications.
3.2 Microsoft Power Automate
• Feature/Setting: Automated flow with Forms connector, SharePoint Lists, Outlook triggers for event tracking and approval routing.
3.3 Zapier
• Feature/Setting: Automate via multi-step Zap connecting Google Forms, Gmail, and Google Sheets; use Filter for HR recipients.
3.4 Workday
• Feature/Setting: Business Process automation for adding ‘Volunteer Hours’ to employee profiles; report scheduling via Workday Reports as a Service API.
3.5 BambooHR
• Feature/Setting: Webhooks to automate pushing volunteer data into BambooHR Custom Fields; automated email reminders setup.
3.6 ServiceNow
• Feature/Setting: Flow Designer for automating task creation, approvals, and notifications in HR Service Delivery module.
3.7 Monday.com
• Feature/Setting: Automate data ingestion with Forms, automation recipes to notify HR, and set up dashboards.
3.8 Google Workspace APIs
• Feature/Setting: Automate Google Drive (Docs/Sheets) updates, auto-create calendar events; Apps Script trigger for validations.
3.9 Slack
• Feature/Setting: Workflow Builder automation for submissions; push bot reminders and collect evidence.
3.10 Notion
• Feature/Setting: Use Notion database, automate form intake via integration, and set up reminders with Notion API.
3.11 Airtable
• Feature/Setting: Configure Automations for record updates, email notifications, and integrations with form tools.
3.12 DocuSign
• Feature/Setting: Automatedly capture digitally signed proof of participation, webhook pushes updates to HRIS.
3.13 Kronos/UKG Pro
• Feature/Setting: Import volunteer hours into time tracking; automate manager alerts for validation.
3.14 Trello
• Feature/Setting: Power-up automator for card creation on volunteer activity board; automate label/assignment.
3.15 Smartsheet
• Feature/Setting: Automated sheet updates from form entries; alert automations for incomplete logs.
3.16 Asana
• Feature/Setting: Automated project/task creation for each event, rule-based automation for reminders.
3.17 Jotform
• Feature/Setting: Configure automated integrations for form data delivery into HR or analytics platforms.
3.18 Greenhouse
• Feature/Setting: Automated add-on for extracurricular tracking; analytics integration for DEI purposes.
3.19 HubSpot
• Feature/Setting: Workflow automator with Form submissions, automated email confirmations, and reports.
3.20 Mailchimp
• Feature/Setting: Send automated recognition emails; audience segmentation for volunteer participants.
3.21 Box
• Feature/Setting: Configured folder automations for proof storage, automated sharing to HR.
3.22 Quick Base
• Feature/Setting: App automation for volunteer tracking, API triggers for record updates, and dashboards.
Benefits
4.2 Enables automated real-time status, approvals, and compliance monitoring.
4.3 Improves employee engagement automation with instant feedback and recognition.
4.4 Centralizes information in an auditable, automated repository.
4.5 Encourages corporate responsibility by automating visibility and reporting, freeing up HR to focus on strategy.