Platform
Automation Studio

HR shouldn’t be the reminder service. Build a recurring process once in Automation Studio, and the routine steps keep moving on their own. People step in when a decision is needed.

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All seven tasks have an owner and a date. Kim, Aksel and Sigrid each get theirs when it is due, and you see at once if one is late.

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Drag one onto Kasper’s onboardingTap one to turn it into a task

Onboarding

What has to happen in a new colleague's first three months, from the contract to the probation review.

Start date
Flow owner: Kim Dahl
Trigger event: Starts on the employee’s first day
Template name: Onboarding

Kasper Rahman

Backend Engineer · Engineering

Open their record

On track

Tasks

0 of 7 done

Contract signed
Accounts and equipment ready
First-day introductions
Week-one check-in
30-day review
60-day review
Probation review booked

12,000 companies and 1.2 million people run their HR on Simployer.

ISO/IEC 27001:2022 certification in progress
ISAE 3402 audited by PwC
GDPR data kept in the EU

HR builds it, not IT. Pick what starts it, add the steps, and test it on a real record.

Try it yourself. This is Simployer with a demo company.

That’s the work, handed over.

Employee birthday

v1.2Publish

Search the steps on this canvasSearch stepsRun

DraftNot running yet

5 days before birthdayTrigger

Fires on the birthday in each employee's record

Everyone who has said yes to being celebrated

Manager prep taskTask

Organise a cake or a gift, due the day before

Line manager

Send birthday greetingNotification

A warm message to the employee on the day

The employee

First up is Sara Nyström, whose birthday is 2 Sep.

ActiveRunning now

5 days before birthdayTrigger

Fires on the birthday in each employee's record

Ran 28 Aug

Manager prep taskTask

Organise a cake or a gift, due the day before

Done 1 Sep·Sigrid Aas

Send birthday greetingNotification

A warm message to the employee on the day

Sent 2 Sep·Sara Nyström

Ran for Sara Nyström, whose birthday is 2 Sep.

DraftNot running yet

5 days before birthdayTrigger

Fires on the birthday in each employee's record

Everyone who has said yes to being celebrated

Manager prep taskTask

Organise a cake or a gift, due the day before

Line manager

Send birthday greetingNotification

A warm message to the employee on the day

The employee

First up is Sara Nyström, whose birthday is 2 Sep.

ActiveRunning now

5 days before birthdayTrigger

Fires on the birthday in each employee's record

Ran 28 Aug

Manager prep taskTask

Organise a cake or a gift, due the day before

Done 1 Sep·Sigrid Aas

Send birthday greetingNotification

A warm message to the employee on the day

Sent 2 Sep·Sara Nyström

Ran for Sara Nyström, whose birthday is 2 Sep.

Your process. Your rules. Start from a template, follow every run, and stay in the decisions.

All templates

12 of 12

Blank canvas

Search templatesSearch templatesAll templatesall

Everything12Absence4Employment5Pay2Performance1

Absence · 4

Sick leave follow-upAbsenceChecked by HR experts5 steps · used 26 timesStarts when sick leave is reportedOn. It starts by itself whenever this happens.
Use template
Going on parental leaveAbsenceChecked by HR experts5 steps · used 8 timesStarts when parental leave is registeredOn. It starts by itself whenever this happens.
Use template
Long holidayAbsence3 steps · used 6 times
Sigrid Aas
Open their record
Starts after 14 days of approved absenceOn. It starts by itself whenever this happens.
Use template
Team leaves overviewAbsence2 steps · used 2 times
Sigrid Aas
Open their record
Starts by hand
Use template

1 more

Employment · 5

OnboardingEmploymentChecked by HR experts7 steps · used 23 timesStarts on the employee’s first dayOn. It starts by itself whenever this happens.
Use template
Probation check-inEmploymentChecked by HR experts5 steps · used 17 timesStarts on the employee’s first dayOn. It starts by itself whenever this happens.
Use template
OffboardingEmploymentChecked by HR experts6 steps · used 10 timesStarts on the employee’s last dayOn. It starts by itself whenever this happens.
Use template
Change position (Crossboarding)EmploymentChecked by HR experts3 steps · used 7 timesStarts when the title changesOn. It starts by itself whenever this happens.
Use template
Office location changeEmployment3 steps · used 6 times
Ylva Dahlberg
Open their record
Starts when the office changesOn. It starts by itself whenever this happens.
Use template

2 more

Pay · 2

Salary reviewPay4 steps · used 22 times
IV
Ingrid Vik
Open their record
Starts by hand
Use template
Well-being allowance reminderPay3 steps · used 3 times
IV
Ingrid Vik
Open their record
Starts by hand
Use template

Performance · 1

Performance reviewPerformance5 steps · used 8 times
Kim Dahl
Open their record
Starts by hand
Use template

Active automations

39 of 39

Search by automation nameSearch by automation name…StatusProcess category

Employee, not sorted	Automation, not sorted	Process category, not sorted	Progress, not sorted	Status, not sorted	Last activity, not sorted
VN Vandad Nahavandipoor Open their record	OnboardingAll, NO · started 1 Jun	Employment	4 of 7 steps	OverdueWeek-one check-in · Sigrid Aas	33 days ago31 Jul 2026
Erlend Nakamura Open their record	OnboardingAll, NO · started 11 Jun	Employment	6 of 7 steps	On trackProbation review booked · Kim Dahl	23 days ago10 Aug 2026
Petter Haugland Open their record	OnboardingAll, NO · started 15 Jun	Employment	6 of 7 steps	On trackProbation review booked · Kim Dahl	19 days ago14 Aug 2026
Minh Tran Open their record	OnboardingAll, NO · started 6 Jul	Employment	5 of 7 steps	On track60-day review · Karoline Novak	28 days ago5 Aug 2026
Ellinor Dahlström Open their record	Probation check-inNew hires · started 8 Jul	Employment	x x x x x 4 of 5 steps	Awaiting approvalContract confirmed · Kim Dahl	11 days ago22 Aug 2026
Oluwaseun Adebayo-Krogh Open their record	Probation check-inNew hires · started 12 Jul	Employment	x x x x x 4 of 5 steps	Awaiting approvalContract confirmed · Kim Dahl	7 days ago26 Aug 2026
Henrik Myhre Open their record	Parental leaveAll · started 24 Jul	Absence	x x x x x 4 of 5 steps	Awaiting approvalPayroll adjusted · Ingrid Vik	10 days ago23 Aug 2026
Maja Lund Open their record	Parental leaveAll · started 24 Jul	Absence	x x x x x 4 of 5 steps	Awaiting approvalPayroll adjusted · Ingrid Vik	10 days ago23 Aug 2026

Onboarding

What has to happen in a new colleague's first three months, from the contract to the probation review.

Start date: 1 Jun 2026
Flow owner: Kim Dahl
Trigger event: First employment start date
Template name: Onboarding

Vandad Nahavandipoor

Frontend Engineer · Engineering

Open their record

Attention needed

Standing at “Week-one check-in”

Sigrid Aas has had it to do since 8 Jun 2026. The other tasks can go ahead without it.

Cancel workflowRemind Sigrid

Tasks

4 of 7 done

Contract signedDone · 1 Jun · Kim Dahl
Accounts and equipment readyDone · 1 Jun · Kim Dahl
First-day introductionsDone · 2 Jun · Sigrid Aas
Week-one check-inOverdueOverdue, To do · 8 Jun · Sigrid Aas
30-day reviewOverdueOverdue, To do · 1 Jul · Sigrid Aas
60-day reviewDone · 31 Jul · Sigrid Aas
Probation review bookedOverdueOverdue, To do · 30 Aug · Kim Dahl

It runs the steps. People keep the decisions.

Approvals and judgement calls still go to a person. For input on a case, there’s a Simployer HR expert.

A Simployer HR expert on the phone, smiling, with a laptop open on the table

An HR expert by your side.

For a dismissal, a pay gap report or a GDPR request, call or write to a Simployer HR expert who’s seen cases like yours.

It works where you already do.

Managers approve in Teams, the warehouse reports sick on the phone, and the CFO asks in Claude or ChatGPT. Payroll stays in Visma, Fortnox or Tripletex, and gets its figures from Simployer.

Teams
Slack
Mobile
Claude
ChatGPT

In their own words.

**Julia Amin**HR Generalist, Betao · Translated from Swedish

**Yaroslava Yatsuk**HR & Finance Manager, Hopsworks

Questions HR teams ask first.

What is Automation Studio?

Automation Studio is where HR sets up the processes that come back again and again, such as onboarding, parental leave, sick leave follow-up and offboarding. You decide what happens, when and who does it, and the routine steps then run on their own.

What can start a workflow?

A change in the employee record. That can be a first day, reported sick leave, registered parental leave, an absence of more than 14 days, a new title, a new office or a last day. A date can start it too, such as five days before a birthday.

Do I need to know how to code?

No. HR builds and changes workflows directly in Simployer, without code or a ticket to IT. The templates open in the same builder, so you can change any step.

Can I test a workflow before it goes live?

Yes. Run it against a real employee record first. Nothing real goes out while you test, and it only runs for everyone in scope once you publish.

What happens if a step is missed or someone is away?

The step is marked overdue in the run, and the person who owns it gets a reminder. You can remind them again or hand the step to someone else, and the steps that don’t depend on it carry on.

Who can see a run and its data?

The same people who can see that employee’s record in Simployer. A run follows the roles you already have, so a manager sees their own team and HR sees the rest.

Do the templates follow Swedish and Norwegian employment law?

The templates marked Checked by HR experts were set up with our HR experts, and they keep them up to date when the law changes. You can change any step to fit your own routines.

Which package is it in?

It’s part of Complete, and you can also add it on its own to any package.

Not here? Bring your question to the demo.

What would you most like to stop chasing?

Nicole from Sales, who meets companies in Stockholm, at a round table at the office

Nicole Sales

Bring a process your HR team handles today, and in 30 minutes we’ll show you how it could run in Automation Studio.

Your own process, walked through in Automation Studio
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Set the process. Stop carrying it.

Kasper’s first months are planned.

HR builds it, not IT. Pick what starts it, add the steps, and test it on a real record.

Your process. Your rules. Start from a template, follow every run, and stay in the decisions.

It runs the steps. People keep the decisions.

An HR expert by your side.

It works where you already do.

In their own words.

It runs on the rest of Simployer.

Questions HR teams ask first.

What would you most like to stop chasing?