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Use Flows to Automate HR Processes
HR Service Center provides a series of sample flows that you can customize and activate to meet your business needs. A flow can be associated with an onboarding task or linked from a knowledge article.
For example, the sample Review Documents flow includes the following components.
- A Review Documents Screen component with a link that opens documents for new employees to review, such as a non-disclosure statement. The user clicks a checkbox, then acknowledging they’ve reviewed the document.
- A SendEmail Action component that sends a confirmation email to the manager and the new employee.
- A ConfirmationPage Screen component that shows that the task is complete.
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An UpdateChecklist Apex Action component that enables the system to change the task status
to complete.
- Sample HR Service Center Flows
HR Service Center provides a series of sample flows to get you started. - Link to Relevant Flows Directly from Knowledge Articles
Link knowledge articles with relevant flows to create an efficient, easily discoverable way to initiate key processes directly from a knowledge article. For example, let’s say employees want to complete an ergonomic assessment of their home office. When they search from concierge, the returned article can include a button that launches the ergonomic assessment flow. - Add the Flow Launch Button to the Knowledge Article Layout
Add the flow launch component to the page in the experience site.

