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Workflows

Automate it all with custom workflows

Automate everything from simple tasks to advanced processes, improving efficiency across every part of your business.

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Trigger

If

Employee Start Date

is

today

Actions

Send meeting invite

Set up devices

Connect bank for ACH

WORKFLOW STUDIO

More custom triggers.
More advanced actions.

Any data in Rippling or connected third-party apps can trigger workflows, like course completions, company spend, or support tickets. Pick a trigger and pair to any action.

Trigger

If

payroll

time off

senior management

device security training

is

or

complete

requested

higher

incomplete

Build a hyper-custom trigger

Other workflow tools have a narrow list of triggers. Rippling lets you use any attribute or field to build your own.

Action

Create

Send

reports

new task

corporate card

email

for

to

finance team

IT department

employee

manager

Automate across all your apps

Automate actions in any part of Rippling, like Payroll and Recruiting, as well as connected third-party apps, like Slack and Zendesk.

Onboarding

Make new hires more productive on day one

Trigger onboarding actions across Rippling HCM, IT, and Spend based on new hire attributes, like start date, work location, and role. 

Auto-assign courses

Automatically issue corporate cards

Grant access to the right apps and systems

Advanced Workflows

Improve efficiency across every corner of your business

Automate complex, multi-step workflows for any use case you can imagine, from shipping and configuring devices to suspending card access.

Onboarding

Onboarding

Send an alert when a new hire hasn't completed their onboarding in Rippling on their their start date.

Payroll

Payroll

Pay a referral bonus on the first pay run after a new hire has surpassed 60 days.

Benefits

Benefits

Send reminders if employees haven’t selected benefits before open enrollment closes.

HR

HR

Alert a hiring manager when an offeree has signed an offer letter and completed a background check.

IT

IT

Lock an employee's device and send an alert to their manager when device hasn't pinged in 10 days.

Finance

Finance

Automate generating and sharing weekly FP&A Payroll Reports.

Inventory Management

Inventory Management

Automatically configure and ship devices to new hires based on their role, department, and location.

Permissions

Give decision-makers the
power to build their own

Rippling can securely grant managers and other employee types access to the data you want them to have—and the ability to build their own workflows with it.

PEOPLE MANAGER

hr partner

controller

Permissions you set

What they can build

Permissions you set

What they can build

Permissions you set

What they can build

Recipes

Get more out of your workflow automation software faster

Rippling’s recipe library has hundreds of templates to get you started. Install with ease. Customize as needed.

Learn more

Built different

Analyze, automate, and orchestrate anything

Most "all-in-one" software consists of acquired systems. These modules are disconnected, so your business data is, too. Rippling takes a platform approach, building products on a single source of truth for all the business data related to employees. This rich, flexible data source unlocks a powerful set of capabilities.

See Rippling’s workflow automation software in action

FAQs

What is workflow automation?

Workflow automation technology uses if-then logic to automate simple tasks that are time-consuming and repeatable. How do you automate HR, IT, and Finance workflows? There are a variety of tools for automating workflows related to the functions of HR, IT, and Finance, but only Rippling unifies the data related to all three in a single platform that anyone in your organization can use.

Why is workflow automation important?

Workflow automation is helpful for eliminating repeatable but time-consuming tasks that get in the way of more critical work. As the amount of software systems that businesses use has grown, manual work has increased as well. That’s because these systems need to be constantly maintained to have the level of functionality users expect. Workflow automation can reduce the manual work by connecting these systems and move data between them using if-then logic.

What is the best workflow automation software?

While there are many systems that automate workflows, Rippling’s workflow automation gives users a greater degree of configurability as they create HR workflow automation, IT workflow automation, and finance workflow automation, with more advanced actions than other workflow tools, which normally can perform a list of preset actions related to onboarding.