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          Use Flows to Automate HR Processes

          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.

          1. 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.
          2. A SendEmail Action component that sends a confirmation email to the manager and the new employee.
          3. A ConfirmationPage Screen component that shows that the task is complete.
          4. An UpdateChecklist Apex Action component that enables the system to change the task status to complete.
            Sample flow template
           
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          Salesforce Help | Article