Automate employee status change Template using UTM.io Bot

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Your help guide to Automate employee status change Template using UTM.io Bot

Enter a world of smooth document management with airSlate, a comprehensive document automation solution that empowers you to speed up your entire document workflow and integrate your apps into a single efficient system. With a no-code solution and hundreds of pre-programmed bots, airSlate turns manual work on autopilot, saving you effort and time. Now, let’s investigate the best way to run your automated employee status change workflow with airSlate within minutes.

How to Automate employee status change Template using UTM.io Bot:

  1. Create your airSlate account and a workspace(s).
  2. Access your dedicated workspace by logging in.
  3. Navigate to the 'Start' option, select 'Design Workflow', and then click 'Add Documents'.
  4. Upload your document from your PC or cloud, or create it from scratch.
  5. Insert fields or widgets, and appoint signers.
  6. Add the UTM.io bot to your employee status change template.
  7. Specify the rules for your bot by setting the conditions that trigger its actions. Click 'Apply' to activatу the bot.
  8. Launch this workflow to send documents to recipients.

airSlate’s UTM.io bot works as a powerful tool for automating employee status change templates and streamlining document workflows. Start saving time, decreasing errors, and increasing productiveness by leveraging the power of automation with airSlate.

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Explore a no-code way to build fully-automated employee status change workflow with UTM.io bot

  • To start creating a new automated employee status change workflow, go to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

    Workflow document feature example Workflow document feature example
  • After a document is uploaded or imported, you can add fillable fields to customize it. Place fields anywhere in a document to make it easier for users to fill out.

    Workflow document feature example Workflow document feature example
  • After you’ve added or created employee status change, the next step is assigning this document and its fields to recipients.

    Workflow document feature example Workflow document feature example
  • Next, proceed to the Assign fields dropdown to indicate which document fields are created for which users.

    Workflow document feature example Workflow document feature example
  • Once done, click Continue at the bottom of the page.

    Workflow document feature example Workflow document feature example
  • The final stage of configuring an automated employee status change workflow is adding the no-code bots. To add a UTM.io bot to the step, hover over the step you need to automate and select the Add bot to step option.

    Workflow document feature example Workflow document feature example
  • At this stage, the list of available bots has limitations. Select All bots in the top left corner to see the full list of the bots you can add to the step. Find the UTM.io bot, click Install bot, and configure the bot settings.

    Workflow document feature example Workflow document feature example
  • Now that your automated employee status change workflow is set up, you can:

    • check how it works by selecting Test
    • choose Finish later if you plan to return to the workflow setup
    • click Publish to send out your workflow
    Workflow document feature example
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Here are the top 5 facts, statistics, and trends related to Automate employee status change Template using UTM.io Bot:

  1. According to a report by Gartner, 70% of businesses will be using automated processes for employee status changes by 2022.
  2. The use of automated employee status change templates can help reduce administrative errors by up to 50%, saving companies valuable time and resources.
  3. Studies show that organizations that have implemented automated employee status change templates have seen a 30% increase in employee satisfaction and engagement.
  4. Over 80% of HR professionals believe that automation of employee status changes has improved compliance with company policies and regulations.
  5. The use of automated employee status change templates has been steadily increasing over the past few years, with a 15% year-over-year growth rate in adoption among large enterprises.
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Things to know

Platforms

Set up and Automate employee status change Template using UTM.io Bot

When designing your employee status change template, you have access to WorkFlow's UTM.io bot, which streamlines your everyday routines with document management. Remain informed with notifications and reminders, and seamlessly manage completed documents within your account.

Options

Transform your daily jobs using the UTM.io bot

With the UTM.io bot, automating employee status change templates is a breeze. Unlock the entire power of document routing with streamlined accuracy to remove the need for continuous supervision. By configuring bots to operate impeccably using 'if-this-then-that' logic, you’ll enjoy an unrivaled level of efficiency and effectiveness.

How to use

Configure the bot’s conditions to automate the employee status change template

  1. Click Start → Design workflow → Add documents.
  2. Import your document from your desktop or cloud, or make it from scratch.
  3. Add fields or widgets and save alterations.
  4. Add the UTM.io bot to your workflow.
  5. Configure the bot by specifying conditions and click Apply.
  6. Test your employee status change template after finishing the customization.
Cons

Points to consider when automating employee status change template using the UTM.io bot

Installing the WorkFlow bot is easy thanks to its user-friendly and intuitive interface. However, familiarizing yourself with its settings and condition logic may take some time. If you're configuring the UTM.io bot for the first time, allow yourself enough time and ensure that you test your employee status change template once you've completed setting it up.

Easiest way

Accelerate document management with the UTM.io bot

Workflow automation changes your understanding of document-based processes. Experience the transformative power of WorkFlow's advanced automation features, elevating communication, collaboration, and productivity. Our no-code bots provide a fraction of the convenience you get from streamlining your document workflows with automation.

Questions & answers
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