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Workflows

Automate it all with custom workflows

Automate everything from simple tasks to advanced processes, improving efficiency across every part of your business.

Workflow automation interface showing employee onboarding trigger and three actions: send meeting invite, set up devices, connect bank for ACH.

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Workflow Studio

More custom triggers. More advanced actions.

Any data in Rippling or connected third-party apps can trigger workflows, like security course completions, detected endpoint threats, or support tickets. Pick a trigger and pair to any action.

Build a hyper-custom trigger

Other workflow tools have a narrow list of triggers. Rippling lets you use any attribute or field to build your own.

Trigger interface showing conditional statement "If Payroll is Completed" with a lightning bolt icon on maroon header.
Automate across all your apps

Automate actions in any part of Rippling, like Payroll and Recruiting, as well as connected third-party apps, like Slack and Zendesk.

Action interface showing "Create Report for Finance Team" with an icon of a chart
Onboarding

Make new hires more productive on day one

Trigger onboarding actions across Rippling HCM, IT, and Spend based on new hire attributes, like start date, work location, and role.

Mobile notification showing "Custom course assigned" with graduation cap icon, and Gmail notification for "Rippling to me" in inbox.
Auto-assign courses
Workflow notification showing "Corporate card ordered" with tracking number and a track button for shipment status.
Automatically issue corporate cards
App access notification showing Jira, Slack, and Zoom icons with "+24" additional apps provisioned on a purple background.
Grant access to the right apps and systems
Advanced Workflows

Improve efficiency across every corner of your business

Automate complex, multi-step workflows for any use case you can imagine, from shipping and configuring devices to suspending card access.

Onboarding

Send an alert when a new hire hasn't completed their onboarding in Rippling on their their start date.

Workflow automation interface showing employee onboarding condition that sends email and Teams message when onboarding is incomplete.
Payroll

Pay a referral bonus on the first pay run after a new hire has surpassed 60 days.

Workflow automation interface showing employee referral bonus rule: if tenure >60 days and referral is hired, add bonus to payroll.
Benefits

Send reminders if employees haven’t selected benefits before open enrollment closes.

Workflow automation interface showing benefits enrollment condition and actions to send messages and create tasks in Rippling.
HR

Alert a hiring manager when an offeree has signed an offer letter and completed a background check.

Workflow interface showing new employee onboarding automation with completed background check and signed offer letter.
IT

Lock an employee's device and send an alert to their manager when device hasn't pinged in 10 days.

Automation workflow interface showing "If device has not pinged in 10 days, then send Slack message to Manager and assign task to IT"
Finance

Automate generating and sharing weekly FP&A Payroll Reports.

Reporting interface showing automated Total Spend Report scheduled every 7 days for the Finance Team.
Inventory Management

Automatically configure and ship devices to new hires based on their role, department, and location.

Mobile interface showing "Return company equipment" workflow with prepaid mailing label option for employees on their end date.
Permissions

Give decision-makers the power to build their own

Rippling can securely grant managers and other employee types access to the data you want them to have—and the ability to build their own workflows with it.

People Manager
Workflows - Permissions - People Manager
HR Business Partner
HR permissions interface showing access settings on left and automated workflow actions for low manager satisfaction scores on right.
Controller
Interface showing finance team permissions and automated workflow for expense approvals exceeding $1,000 for non-director employees.
See Rippling’s workflow automation software in action

FAQs

What is workflow automation?

Workflow automation technology uses if-then logic to automate simple tasks that are time-consuming and repeatable. How do you automate HR, IT, and Finance workflows? There are a variety of tools for automating workflows related to the functions of HR, IT, and Finance, but only Rippling unifies the data related to all three in a single platform that anyone in your organization can use.

Why is workflow automation important?

Workflow automation is helpful for eliminating repeatable but time-consuming tasks that get in the way of more critical work. As the amount of software systems that businesses use has grown, manual work has increased as well. That’s because these systems need to be constantly maintained to have the level of functionality users expect. Workflow automation can reduce the manual work by connecting these systems and move data between them using if-then logic.

What is the best workflow automation software?

While there are many systems that automate workflows, Rippling’s workflow automation gives users a greater degree of configurability as they create HR workflow automation, IT workflow automation, and finance workflow automation, with more advanced actions than other workflow tools, which normally can perform a list of preset actions related to onboarding.