Automating Exit Workflow in Zoho People
To automate the exit workflow in Zoho People, follow these practical steps:
1. [🔍] Log in to your Zoho People account and navigate to the "Settings" section.
2. [🔄] Under the "Settings" menu, locate the "Automation" tab and click on it.
3. [➕] Click on the "Create Rule" button to initiate the automation process.
4. [🔧] Configure the rule by selecting the trigger as "Employee Exit" to initiate the workflow when an employee is marked as exiting.
5. [📅] Define the actions that need to be automated upon triggering the exit workflow, such as notifying relevant stakeholders, disabling access to systems, or initiating the exit interview process.
6. [💬] Set up notifications to inform HR and other necessary departments about the employee's exit, ensuring a smooth transition.
7. [🔗] Establish connections between different stages of the exit process to streamline the workflow and ensure all necessary steps are completed efficiently.
8. [📝] Customize the workflow based on your organization's specific exit procedures and requirements to tailor the automation to suit your needs.
9. [📊] Monitor and review the automated exit workflow periodically to identify any bottlenecks or areas for improvement.
By following these steps, you can effectively automate the exit workflow in Zoho People, enhancing efficiency and ensuring a seamless transition for departing employees.