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.
"When someone joins, I have to do these 12 things in order." Every time. Forever. With variations nobody documented.
Each manager does it slightly differently. Some skip steps. Some add steps. The 'process' lives in folklore.
HR sends to IT, IT forgets, manager chases, two weeks pass. The new hire's laptop arrives on day 14.
Did we send the probation review email? Did the manager actually do the check-in? Who knows.
Walk through building an automated HR workflow — in this interactive demo.
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.
Drag triggers, conditions, and actions onto a canvas. See the flow at a glance. Test before going live.
Trigger on any HeimdallHR event: new hire, role change, leaver, leave request, anniversary, form submission, scheduled date.
If/else logic on any data field. Different paths for permanent vs contractor, UK vs EU, manager vs IC, etc.
Send notifications, assign tasks, create onboarding plans, set probation dates, generate documents, update fields.
Every workflow run logged: when triggered, what conditions matched, what actions fired, what failed. Replayable.
Start from a library of common workflows (new-hire IT setup, probation review, leaver checklist, etc.) and customise.
Choose what kicks off the workflow (event, date, form, manual).
Drag conditions and branches to handle different cases.
Add the steps that need to happen: notify, assign, generate, update.
Test with sample data. Activate. Workflow runs itself from then on.
The 12-step new-hire checklist runs itself. HR focuses on the human bits.
The workflow doesn't forget. Probation reviews happen on day 90, every time.
Same process, every time. No "I forgot we did it differently for that team."
HR builds and changes its own workflows. No tickets, no roadmap, no waiting.
HeimdallHR is most powerful when used together.
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.
See the workflow builder in action in a personalised demo, or talk to our team about automating your first HR process.
No commitment — we’ll get back to you within one business day.