Recipes a custom workflows that are triggered after specific actions occur in Sage HR. This article explains how to add a recipe, and how to activate them.

📎NOTE: Only administrators can add and manage recipes.


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Add a recipe

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

To pause a recipe, click on the pause button.

To start a recipe, click on the play button.

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