HR Resources Automations

automation of hr processes, especially in recruiting, is essential this not only speeds up the recruitment process but also ensures accuracy follow the guide to learn step by step how to build the tables and automations step 1 create a workbook to learn how to create a workbook, click on https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview rviyltkb7dptoq5eufyiq#01piy step 2 build a table in this example, hr employees can monitor recruiters who may later become workers additionally, hr employees have the capability to oversee tasks that need to be completed by them (some of the tasks are related to recruitment) workers the worker’s table allowing for a comprehensive overview of employee statuses, including those currently employed and those who have been terminated, along with their respective department the workers table contains id of the worker text worker’s name text worker’s status (hired/terminated) status department text recruitment the recruitment table tracks the stage in which a candidate is during the recruitment process the recruitment table contains names of the candidates text candidate’s statuses (not selected/in progress/hired) – status department to which they are intended text candidates ids text task management the task management table for hr workers is a way to keep track of tasks, their statuses (to do, stuck, done), categories (recruitment, welfare, overlap), the due date and the names of the hr employees responsible for each task the task management contains task text task status(to do/in progress/done/stuck) status category(recruitment/overlap/welfare) status name connected table this field is linked to the workers table, displaying the names of existing workers here, you can select one or more workers for the same task to learn how to build tables, click on https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview d7ajlbhjh fzy1mcl0cxb#bmx d to learn about table’s records, click on https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview nva r8hwvk 02dlwsqgtb#ggrsq step 3 automate fields new hire addition & existing worker status update when onboarding a new employee, add them to the workers table, or update the employment status of previously terminated workers to ‘hired’ in workers table add an automation and change its name to a significant name, for example ‘new employee’ add a trigger to the automation – ‘on record updated’ select the ‘status’ column apply the condition candidate status is ‘hired’ click on the “next step” button click on ‘get records’ in table id choose ‘human resources workers this is the table from which you are retrieving the records add a filter for when the id of the worker is equal to the new candidate id add a parallel action click on the three dots ( ••• ) in the right side of ‘get records’ action if a new employee does not yet have an id in the workers table, activity 7 will fail; however, if it matches, activity 7 will succeed therefore, we should consider two cases create record will occur if activity 7 has failed if the id’s don’t match, create a record that contains name, department, id and worker status click on the three dots ( ••• ) in the right side of ‘create record’ action click on ‘configure run after’ since the condition isn’t met (the ids are different), click on ‘has failed’ note if a new employee does not yet have an id in the workers table, activity 7 will fail therefore, the red arrow will appear when it happens and we will create a new record for the new employee update record will occur if activity 7 has succeeded if the candidate id and worker id match, it means that a worker who was previously terminated has been assigned a new role therefore, we proceed to update the worker’s status to ‘hired’ new tasks for hr workers when a new candidate has been selected for hiring, the hr team has some tasks to take care of first, add an automation and change it’s name to ‘new tasks’ add a trigger to your workflow ‘on record updated’ click on the “next step” button select the ‘status’ column apply the condition candidate status is ‘hired’ click on the “next step” button now click on ‘get record’ in table id choose ‘human resources task management’ this is the table from which you are retrieving the record click on the “next step” button create a record in the task management table and repeat this action three times create record task add a field that uses the concat function to combine the task and associate it with the new worker category enter on the field and click on ‘overlap’ note to learn more about concat, click on https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview o3kkbgi5xnqf yvnuqkcv#wappu new task status when a new task is created for hr, the default status will be set as ‘to do’ in task management table add a trigger to your workflow ‘on record creation’ click on the “next step” button choose ‘update record’ action in table id choose ‘human resources task management’ this is the table from which you are updating the record add a filter for updating only the ‘task status’ of the hr worker to ‘to do’ to learn more about table’s automations click https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview hvdmr16kyjggwcsq2arm1#p sy9