Automation Tutorial - Employee Offboarding Handoff

This automation is used to create and assign a follow-up task automatically when an employee is disabled in the system. It helps ensure that responsibilities owned by the deactivated employee are reviewed or transferred, so nothing gets left behind.

When an employee is disabled, the system detects this internal event and automatically creates a follow-up task. The task is assigned directly to a specified user or group for further action, such as reviewing and reassigning the disabled employee’s responsibilities..

Step 1: Start a New Automation

1. Navigate to Workflows < Automations.

2. Click + New Automation.

3. Fill in the details:

   

   • Automation name: Employee Offboarding Handoff

   • Automation reference: You can leave it as the default unless you need a custom reference.

   • Description: Write a simple description of the workflow.

4. Click Create automation.

Step 2: Add the Trigger

1. On the canvas, click the Start node and select Internal Event.

1. Choose the trigger: Employee is disabled.

1. The event will expose the following variables:

   • {EmployeeEmail}

   • {EmployeeId}

   • {EntityReference}

2. Click Save

Step 3: Create and Assign the Task

1. Click the + button next to the event node.

2. Select Task < +Add

1. In the Task window, select the Change assignee tab.

2. Provide the Reassign from email variable and the Assign to email/variable. In this tutorial, we're assigning the review task to the operations team.

1. Provide the instructions under Task description and click Save.

2. Once the steps are configured, click Activate in the top-right corner of the screen.

Result

When an employee like is deactivated:

• The automation is triggered.

• A task is immediately created and assigned to the operations team.

• The task includes context about the deactivated employee for easy follow-up.