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.
📌TIP: When you add a new recipe, try to give meaningful titles, so it's easy to understand what actions each recipe is performing.
Complete the customer workflow builder. The options can vary depending on what you select.
When selecting custom sending conditions, there are four options
Before
Exactly before
After
Exactly after
📎NOTE: The difference between before and exactly before is based on the timing.
For example, if you have a recipe set to send an email two days 'before' a date, the email can be sent at any time within those two days. However, if the recipe is set up for 'exactly before' this will send an email exactly two days before. This is the same with the after options.
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.
📌TIP: You can see how many times a recipe has been triggered.