Configure an employee property trigger

The Employee Properties category turns any suitable field on the employee record into a trigger. A date property such as Probation End Date or Tenure Date becomes a date trigger with the same offsets and recurrence as Start Date. A text property fires when its value matches text you enter; a yes/no property fires when it becomes true.

Before you start

• Check that the property is populated. Open an employee in Directory and look for the field. Properties come from your HRIS mapping, the Employee File or a form that writes to the record.
• For a text match, know the exact value. The comparison is against the stored value, so “Contractor” and “contractor” are different.

Steps

1. In Pyn, open Flows in the left navigation, then Automations, and select Create New.

2. Choose Employee Properties on the left. Under Select a Property, open the list. It shows every date, text and yes/no property in alphabetical order.

   

   Employee Properties turns any date, text or yes/no field into a trigger.

3. Select the property. For a text property a Value field appears, hinting “Enter the value to match”; type the value.

4. Select Done.

5. For a date property, the drawer’s Configure tab offers This flow starts and the recurrence list exactly as for Start Date; follow Configure a date trigger. For a text or yes/no property, the tab reads “Triggered using property:” followed by the property name and there is nothing more to set.

6. Set the Audience, add steps and select Publish.

Caution

Birthday appears in this list as a text property, because it is stored as MM-DD. Picking it here makes a flow that fires only for people whose birthday equals the text you type. For a yearly birthday flow use the Birthday celebration template instead; see Birthdays and anniversaries.

What you should see

Property triggers are evaluated on every HRIS refresh and on the six-hourly background pass. When a record matches, the employee appears under Enrollments; for a text or yes/no match the reference date is the day of the match in the employee’s time zone. Text and yes/no triggers default to Never reenroll, so a correction that flips the value away and back does not enrol the person twice.

Related

• Configure a date trigger for the offset and recurrence settings a date property gets.
• Employees to see which properties your records carry.
• Trigger catalogue for defaults.