Recipes are custom workflows that are triggered after specific actions occur in Sage HR. We'll run you through how to add a recipe, and then how to activate these recipes.

📎NOTE: Only administrators can add and manage recipes.

Skip to:

Add a recipe

  1. Click on your name in the top right-hand corner, then click Settings.

  2. On the settings menu, click Recipes.

  3. Click Add recipe.

  4. Complete the customer workflow builder, then click Save recipe.

Adding a new recipe opens a custom workflow builder in a simple, sentence-based form. All you have to do is select the drop-down values correctly to match your requirements.

📌TIP: when you add a new recipe, try to give meaningful titles, so it's easy to understand what actions each recipe is performing.

Example recipe:

Activate a recipe

When you create recipe for the first time, it is automatically activated.

You can pause, duplicate or delete a recipe.

If paused, click the play button activate the recipe again.

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