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
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 an employee’s device and send an alert to their manager when if 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
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.