People & HR
People & HR automation templates, page 20
538 ready-made workflows for People & HR. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Gmail and Google Sheets.
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.
Automated TazWorks Client SLA Reporting
Every Monday, WebRun compiles each client's completed orders in TazWorks against their contracted turnaround SLA, drafts a performance summary email for your account manager to review, and posts an internal Slack copy for the team.
Automated Client Payroll Register Summaries
After each client's payroll run finalizes in Payroll Relief, WebRun compiles the register into a plain summary, reconciles the totals against the client's QuickBooks bank feed, and drafts a Gmail summary for the client's bookkeeper to review before it goes out.
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.
Automated TazWorks Applicant Info Reminders
Every morning, WebRun checks TazWorks for orders stuck because the applicant hasn't provided required information, and drafts a reminder email naming exactly what's missing for your team to send.
Automated Payroll Client Onboarding Intake
The moment a new client submits your onboarding form, WebRun reads their company details in Google Forms, creates the client shell in Payroll Relief, checks DocuSign for the signed service agreement and direct deposit authorization, and drafts a Gmail welcome naming anything still needed.
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.
Automated TazWorks Adverse Action Notice Drafts
Every morning, WebRun checks TazWorks for newly completed reports with disqualifying findings, drafts the pre-adverse or final adverse action notice with the required FCRA disclosures, and leaves it in Gmail for your compliance team to review and send.
Automated Stakeholder Onboarding Emails
When a new business stakeholder is added in Cognota, WebRun gathers your intake form link and a short how-to from Google Drive and drafts a warm welcome email in Gmail for you to approve and send.
Automated Stalled Project Detection
WebRun scans active projects in Cognota for ones with no movement in days, works out why each is stuck, and posts a Slack list of stalled courses so nothing quietly rots in the pipeline.
Automated L&D Portfolio Digest
WebRun rolls up every active learning project in Cognota each week, records counts and movement to a Google Sheet, and posts a Slack digest of what launched, what is in flight, and what needs attention.
Automated Training Status Updates
WebRun watches project stages in Cognota and, when a request moves forward, drafts a plain-language status update email in Gmail for the requester, so stakeholders stay informed without you writing each note by hand.
Automated Course Approval Reminders
WebRun finds finished courses waiting for a final approval in Cognota and posts a Microsoft Teams reminder that tags each internal reviewer with what is pending, so sign-off does not hold up a launch.
Automated SME Review Reminders
WebRun finds storyboards waiting on a subject matter expert in Cognota, drafts a polite reminder email in Gmail for each overdue reviewer, and posts an internal Slack summary of what is stuck and with whom.
Automated L&D Capacity Digest
WebRun reads your team's capacity in Cognota each week, logs each designer's committed hours against their limit to a Google Sheet, and posts a Slack digest flagging who is overloaded and who has room to take on more.
Automated At-Risk Training Project Alerts
WebRun checks course project timelines in Cognota each morning, spots projects trending late against their launch date, and posts an at-risk alert to Microsoft Teams so leads can step in before a deadline slips.
Automated Course Request Triage
WebRun reviews new course requests in Cognota, scores each by priority and business unit, and posts a routed worklist to Slack so every request lands with the right designer without sitting in the queue.
Automated Training Request Clarifications
WebRun reads each new training request in Cognota, spots missing details like audience, deadline, or business goal, and drafts a friendly clarifying reply in Gmail for you to review before sending.
Automated Avionte Client Review Request Drafts
After a placement completes its first billing cycle in Avionte, WebRun drafts a satisfaction review request email to the client contact in Gmail for your account manager to review and send.
Automated Avionte Candidate Redeployment Check-Ins
Every week, WebRun checks Avionte for candidates whose assignments are ending soon, drafts a redeployment check-in text in Twilio for recruiter review, and posts a redeployment pipeline to Slack.
Automated Avionte Quote Follow-Up Email Drafts
Every morning, WebRun finds open client quotes in Avionte that have had no response in three or more days and drafts a polite follow-up email in Gmail for your recruiter to review and send.
Automated Avionte Overdue Invoice Follow-Up
Every Monday, WebRun opens Avionte's billing module, finds invoices past due, and drafts a polite payment reminder email in Gmail for your accounts team to review and send to each client.
Automated Avionte Job Order Lead Routing
When a new client inquiry or job-order lead arrives, WebRun reads it in Avionte, scores it by vertical and volume, and routes it to the right recruiter with a Slack alert.
Automated Avionte Job Order Fill-Rate Digest
Every morning, WebRun opens Avionte, counts open job orders by status and vertical, calculates fill rates, and posts a concise digest to Slack so your team starts the day with a clear picture.
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