What are automation Triggers?

Automation triggers can be defined as a system event that starts a custom defined set of actions that are defined by a user.

trigger-gif

This article will outline the available automation triggers

  1. Level Ups. By default we use ‘level’ to communicate where a team member is on their journey at an organization. By virtue of time and experience a user will increase their ‘level’. Our users don’t need to refer to them as levels. But nonetheless, when someone advances their ‘level’ it can be used as a trigger to do something else
    1. Each level a user achieves can be used to trigger something new.
  2. Birthdays. Everyone has a birthday and it’s not the best when it goes unnoticed. Your OneTeam360 platform already celebrates birthdays with coworkers but you can also choose to do a handful of other stuff when a team member is celebrating a birthday.
  3. Work Anniversaries. Getting through the first year should always be considered a big deal. After all, if a team member doesn’t make it past the first year, they certainly won’t get past the rest of them. So just like birthday celebrations, use a work anniversary to trigger some other kind of custom action.
    1. Each work anniversary a user gets to can trigger something new!
  4. Adding a note. In OneTeam360 ‘Notes’ can be anything that helps your team. If you want to track picked up shifts, praise, verbal warnings, or anything else. By adding a note you can tell your OneTeam360 Automation to do something else. Perhaps you might instruct the automation to send a word of appreciation to your team member when they receive a praise note.
    1. Each OneTeam360 account is different. Notes are simply whatever they have been set up for. Nonetheless, any note can work with automations. 
  5. Tasks Actions. Tasks in OneTeam360 are meant to help move work life forward with intention. But each organization can categorize their tasks any way they like. You can choose what type of tasks and why part of the task process should be a trigger. For example let’s say you have a few task categories and one of them is ‘Maintenance’. Your triggers might be. 
    1. When a maintenance task is Created
    2. When a maintenance task is Updated
    3. When a maintenance task is Completed

  6. User Activation. When a new user is onboarded into a new system usually either the user themselves or other managers or HR team members have some items that require attention. User activation is a helpful trigger that can come in handy when you have a bunch of things to check off the list when someone new starts.
  7. Competition End. OneTeam360 has a competition feature meant to drive healthy camaraderie between teams, locations, or departments. When a competition ends and winners are selected an automation can be triggered to further enrich that experience with each organization.