Automate your HR processes
A visual builder for the workflows your business needs but doesn't get out of the box. Triggers on any event, conditional branches, automated actions — no code, no IT involvement, just HR running its own processes.
Sound familiar?
Repetitive manual steps
"When someone joins, I have to do these 12 things in order." Every time. Forever. With variations nobody documented.
Inconsistent processes
Each manager does it slightly differently. Some skip steps. Some add steps. The 'process' lives in folklore.
Hand-offs fall through
HR sends to IT, IT forgets, manager chases, two weeks pass. The new hire's laptop arrives on day 14.
No record of what happened
Did we send the probation review email? Did the manager actually do the check-in? Who knows.
If you can draw the process, you can automate it
Custom Workflows gives you a drag-and-drop builder: pick a trigger (a hire, an absence, a date, a form submission), add conditions and branches, and chain together automated actions (notifications, task assignments, document generation, system updates). The workflow runs itself, every time, with a full audit trail.
Everything you need
Visual workflow builder
Drag triggers, conditions, and actions onto a canvas. See the flow at a glance. Test before going live.
Trigger library
Trigger on any HeimdallHR event: new hire, role change, leaver, leave request, anniversary, form submission, scheduled date.
Conditional branches
If/else logic on any data field. Different paths for permanent vs contractor, UK vs EU, manager vs IC, etc.
Automated actions
Send notifications, assign tasks, create onboarding plans, set probation dates, generate documents, update fields.
Full audit trail
Every workflow run logged: when triggered, what conditions matched, what actions fired, what failed. Replayable.
Template marketplace
Start from a library of common workflows (new-hire IT setup, probation review, leaver checklist, etc.) and customise.
How it works
Pick a trigger
Choose what kicks off the workflow (event, date, form, manual).
Add logic
Drag conditions and branches to handle different cases.
Wire up actions
Add the steps that need to happen: notify, assign, generate, update.
Test & activate
Test with sample data. Activate. Workflow runs itself from then on.
The impact
Hours back per week
The 12-step new-hire checklist runs itself. HR focuses on the human bits.
Zero forgotten steps
The workflow doesn't forget. Probation reviews happen on day 90, every time.
Consistent execution
Same process, every time. No "I forgot we did it differently for that team."
No IT involvement
HR builds and changes its own workflows. No tickets, no roadmap, no waiting.
What's included
Visual drag-and-drop builder Event triggers (hire, change, leave, etc.) Time-based triggers (date, recurring, relative) Manual triggers (button on profile) Form-submission triggers Conditional branches (if/else) Multi-step sequencing Parallel branches Wait / delay steps Notification actions (email, in-app, Slack) Task assignment actions Field-update actions Document generation actions Template marketplace Sandbox testing Full run-history audit log
Works seamlessly with
HeimdallHR is most powerful when used together.
Common questions
No. Everything is drag-and-drop. There's an optional formula language for advanced conditions (similar to Excel formulas) but most workflows don't need it.
Failures are logged with the reason. You can configure retry policies, fallback steps, and notifications to a designated owner so nothing slips through silently.
Yes — with the API & Webhooks add-on, workflow steps can call REST APIs, post to webhooks, and react to external events. Common integrations: creating accounts in IT systems on hire.
Yes. Every change creates a version. You can compare versions and roll back. Existing in-flight runs continue on the version they started with; new runs use the latest.
Stop doing the same 12 things by hand
Start your 30-day free trial and automate your first HR process today.
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