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
As an admin, click on your name in the top right-hand corner, then click Settings.
On the settings menu, click Recipes.
Click Add recipe.
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
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.
