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7 Ideas for Recipes in your Sage HR
7 Ideas for Recipes in your Sage HR

New to Sage HR Recipes? Start with these simple ideas on how Recipes can be useful to your daily HR practices.

Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

What are Recipes?

Recipes is a special feature that allows you to build custom automated "If this happens Then do that" workflows. When configured, specific actions are triggered in Sage HR based on the conditions you specify.

Below are some ideas.

Idea 1: Automatically remind a direct manager to greet a colleague on their birthday

In daily pursuit of success, it is a good idea to keep up team morale and to remind people of little personal things, such as a birthday greeting.

📌TIP: Use placeholders to automatically insert the details that you store in Sage HR.

Idea 2: Automatically inform about a new joiner starting soon

When there's a new starter in your company starting soon, get Sage HR to remind the their Team Manager to ensure they are welcomed and onboarded well.

📌TIP: Use Recipes to inform multiple parties across your business about a new team member. Get Sage HR to send automated emails to team and direct managers to organise the onboarding, and for IT department to provide all necessary accounts & equipment.

Need suppliers informed to get some equipment prepared timely? Recipes will send an email to an email address outside of your organisation.

Idea 3: Track changes in employee personal data

You can set up Sage HR to enable employees to submit all their details in their own profile, thus reducing the workload for the HR department. If an employee updates their last name, Recipes can track it for you:

Idea 4: Create a task for business trip arrangements

When an important business trip is upcoming, automatically create a task to a responsible employee to help the traveller with their business trip arrangements

Idea 5: Remind your team about a monthly event

Does your team traditionally volunteer on every 25th day of the month? Or maybe you're having a monthly retrospective or just a team outing?

Kick off the action with an automated email:

Idea 6: Welcome your employee back from absence, or remind them on necessary workflow

Create a Task or send an email to a colleague when they are back to work from a long vacation, sick leave or business trip. Leave a warm "welcome back" note or remind to book expenses or send in the documents:

Automatic email when colleague returns from leave

Idea 7: Send emails based on events associated with Children

Congratulate your employee on the arrival of their new baby & send them instructions on claiming Child Benefits!

Reminder to claim Child Benefits

We hope these 7 ideas for Recipes will help you to fortify some day-to-day communication with automated actions.

If you have any questions or feedback around this or any other functionality, please chat to our support.

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