HR/Finance Notification regarding Referral Bonus Due

scottadamson
scottadamson Member, Administrator, Moderator, Oomnitza Team admin
edited August 11 in Workflow library

Following hiring a referral, the person referring the employee is provided a bonus 90-days after they start (confirming they are still employed). This is just a reminder to HR to avoid having to schedule another calendar entry.

The systems/services being acted upon

  • Oomnitza

Credentials required & how/where to obtain

None

Additional Oomnitza field required/recommended

  • Referral Process Complete
  • Update Referral Process Complete checkbox

Blocks required and suggested

  • Begin
  • Notification
  • Update
  • End

Commands and calls

  • Begin
    • Referral Process = NO
    • Status = Active
    • Hire Date Days backward = 90
    • Referred by is NOT Empty
  • Notification
    • HR receives message
  • Update
    • Referral Process Complete = YES
  • End

Results

This will notify HR and finance to release the Bonus to the referrer

Caveats

Workflow should be scheduled daily so the system cannot (currently) provide a date other than the exact amount (Days Backward)

Troubleshooting/Error Codes?

None