New leave policy assigned notification
When an employee is assigned a different leave policy, send a notification to the employee and their manager.
Reminder to take time off
When an employee hasn't taken time off in the past 6 months, send a reminder to that employee and their manager to regularly take time off.
Legal & Compliance
Expiring course certifications report template
Report on and view a list of your employees’ course certifications and their related expiration dates.
Retroactive compensation change payroll Task
When an employee’s compensation is changed retroactively, assign a Task for your Payroll team to create an off-cycle pay run.
Task to pay referral bonus
When a referred hire has been employed for 120 days, assign a Task to your Payroll team to pay a referral bonus to the employee that referred them.
IT & Security
Unregistered YubiKey alert
When a YubiKey was delivered more than 3 days ago but the assigned employee is not using that security key for multi-factor authentication, send a notification to the employee and their manager.
Multi-factor authentication change alert
When an employee changes their multi-factor authentication (MFA) method, send an alert to the IT admin.
Support & Customer Success
Urgent Zendesk ticket assigned to OOO agent alert
When a Zendesk ticket labelled ‘Urgent’ is assigned to an agent on leave, send an alert to the agent’s manager.
Zendesk tickets resolved per hour report template
Report on and view the total number of Zendesk tickets resolved by an agent per hour worked.
PTO usage report template
Report on and view how much leave each employee has taken, as well as the time since their last PTO.
Work authorization received notification
When a new hire receives their work authorization document, send a notification to their manager.
Candidate referral report template
Report on and view data around your employees hired via an internal referral.
Talent pipeline report template
Report on and identify where you are in your hiring process as well as areas for optimization.
LMS course key metrics report template
Report on and view the key metrics around your learning management system courses.
Calculate decile rank of employee’s total compensation
Use this formula to calculate the decile ranking of an employee’s compensation against their department.
Finance & Accounting
Device cost exceeds budget alert
When the cost of an employee's new device exceeds a specific threshold, send a notification to the employee’s manager and the Device admin.
SF Health Care Security Ordinance (HCSO) report template
Report on and view how much you need to contribute for each employee under the San Francisco Health Care Security Ordinance.
New hire pull request benchmark report
Report on and compare the number of pull requests (PRs) raised by each new hire against their cohort's average.
Unassigned Jira tickets over 14 days old report template
Report on and identify unassigned Jira tickets that are over 2 weeks old and in ‘Triage’ status.
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