Recipes let you create simple “if this happens, then do that” automations. Once set up, Sage HR runs actions automatically based on the rules you choose.
Below are a few examples of how you could use recipes in your Sage HR company.
Automatically remind a manager about a colleague’s birthday
Use a recipe to remind a direct manager when a team member has a birthday. It’s a small touch that helps people feel noticed and keeps team morale up.
📌TIP: Use placeholders to automatically add the details you already store in Sage HR.
Automatically inform about a new joiner starting soon
When someone new is due to start, Sage HR can remind their team manager to welcome them and get their onboarding sorted.
📌TIP: Use Recipes to notify more people about the new joiner. Sage HR can send automatic emails to team and direct managers to organise onboarding, and to IT to set up accounts and equipment.
Need to let suppliers know to prepare equipment? Recipes can also send emails to addresses outside your company.
Track changes in employee personal data
Use a recipe to remind a direct manager when a team member has a birthday. It’s a small touch that helps people feel noticed and keeps team morale up.
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
Remind your team about a monthly event
Does your team traditionally volunteer on the 25th day of the month? Or maybe you're having a monthly retrospective or just a team outing?
Welcome someone back to work or prompt next steps
Use a recipe to welcome an employee back after a long holiday, sick leave, or business trip. You can send a friendly “welcome back” message or remind them to complete follow‑up tasks, like submitting expenses or documents.
Send emails for child‑related events
Use a recipe to congratulate an employee on the birth of a child. You can also include helpful info, like how to claim child benefits.