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.
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Add a recipe
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.
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.
