Templates
Workflow templates.
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Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
PEO services
Automated PrismHR Workers Comp Audit Tracking
Every Monday, WebRun opens PrismHR, finds which clients have a workers compensation premium audit due soon, pulls their payroll by class code from QuickBooks, and logs each client's audit deadline and document status to a Google Sheet so nothing is filed late.
PEO services
Automated PrismHR Employee Offboarding
As soon as a termination is recorded in PrismHR, WebRun prepares the final pay and benefits continuation packet in DocuSign, leaves it ready for your HR team to send, and pings your team on Telegram with the employee's last day and what still needs to happen.
PEO services
Automated PrismHR Quarterly Filing Tracking
Before every quarterly tax filing deadline, WebRun opens PrismHR, lists every federal and state payroll tax filing due, logs the checklist and confirmation numbers to a Google Sheet, and pings your compliance team on Telegram with what is still outstanding.
PEO services
Automated PrismHR Payroll Approval Reminders
Before every payroll deadline, WebRun opens PrismHR, finds which clients still have not approved their payroll run, drafts a reminder email to each payroll contact, leaves it unsent for you to review, and posts your payroll team a Slack list of who is still outstanding.
PEO services
Automated PrismHR Payroll Funding Alerts
Every morning during payroll week, WebRun opens PrismHR, totals the payroll amount each client needs to fund, checks the funding account balance in QuickBooks, and sends an urgent Telegram alert to your treasury team the moment a client is short.
PEO services
Automated PrismHR New Hire Onboarding
As soon as a new hire is added in PrismHR, WebRun prepares the new hire paperwork packet in DocuSign, leaves it ready for your onboarding team to send, and posts a Slack alert with the employee's start date and client so nothing is missed on day one.
PEO services
Automated PrismHR Missing Timesheet Alerts
Every night during the payroll week, WebRun opens PrismHR, finds which worksite employees still have not submitted a timesheet, drafts a reminder email to each one's supervisor, leaves it unsent for review, and pings your payroll specialist on Telegram with the shortlist.
PEO services
Automated PrismHR Compliance Poster Alerts
Every Monday, WebRun opens PrismHR, checks which states your worksite employees are located in, adds a calendar reminder for any state with a labor law poster update due, and posts your compliance team a Slack list of which clients need new posters and by when.
PEO services
Automated PrismHR Client Invoice Summaries
Every Monday, WebRun opens PrismHR, pulls the invoiced payroll and admin fee totals for every client from last week's runs, reconciles them against QuickBooks, and posts your finance team a Slack summary of what was billed and what is still outstanding.
PEO services
Automated PrismHR Client Headcount Digest
Every morning, WebRun opens PrismHR, finds every worksite employee added, terminated, or changed status across your client base yesterday, logs the running headcount history to a Google Sheet, and posts your account managers a Slack digest of who changed and where.
PEO services
Automated PrismHR Open Enrollment Reminders
Every morning during open enrollment, WebRun opens PrismHR, finds which worksite employees still have not completed their benefits elections, drafts a personal reminder email to each one, leaves it unsent for review, and logs the day's participation numbers to a Google Sheet.
PEO services
Automated PrismHR Benefits Eligibility Follow Ups
Every morning, WebRun opens PrismHR, finds worksite employees who just crossed the benefits eligibility waiting period, drafts a personal eligibility notice for each one in Gmail, leaves it unsent for your benefits admin to review, and adds a calendar reminder before their election window closes.
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