Set up recipes

Create custom workflows that are automated after specific actions.

Janice Bell avatar
Written by Janice Bell
Updated over a week ago

Recipes are custom workflows that are triggered after specific actions occur in Sage HR.

We run you through how to create a recipe, and then how to activate them to make them live.

Create a new recipe

  1. As an admin, 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.

    📎NOTE: If you want to create a recipe to send an email to multiple email addresses, make sure they are separated by a comma and a space.

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

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.

Example of a recipe

Activate a recipe

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

You can pause, duplicate or delete a recipe.

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

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