Automate employee write up Template using Ceipal Bot

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Your help guide to Automate employee write up Template using Ceipal Bot

Enter a world of smooth document management with airSlate, a powerful document automation platform that empowers you to speed up your entire document workflow and integrate your tools into one efficient system. With a no-code solution and hundreds of pre-programmed bots, airSlate turns manual work on autopilot, helping you save effort and time. Now, let’s discover how you can run your automated employee write up workflow with airSlate within a few minutes.

How to Automate employee write up Template using Ceipal 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 on 'Add Documents'.
  4. Add your document from your computer or cloud, or create it from scratch.
  5. Add fields or widgets, and designate signers.
  6. Add the Ceipal bot to your employee write up template.
  7. Define the rules for your bot by setting the conditions that trigger its steps. Click 'Apply' to activatу the bot.
  8. Start this workflow to send documents to recipients.

airSlate’s Ceipal bot functions as a powerful tool for automating employee write up templates and streamlining document workflows. Begin saving time, reducing errors, and growing efficiency by leveraging the power of automation with airSlate.

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Discover a no-code approach to build fully-automated employee write up workflow with Ceipal bot

  • To begin building a new automated employee write up workflow, check out the dashboard and click Start. Choose Design workflow and add your document or create it from scratch.

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  • After a document is uploaded or imported, you can insert fillable fields to customize it. Place fields where you need it in a document to make it easier for users to fill in.

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  • After you’ve added or created employee write up , the next step is assigning this document and its fields to individuals.

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  • Next, go to the Assign fields dropdown to specify which document fields are meant for which recipients.

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  • Once done, click Continue at the bottom of the screen.

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  • The last stage of configuring an automated employee write up workflow is adding the no-code bots. To add a Ceipal bot to the step, hover over the step you intend to automate and select the Add bot to step option.

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  • At this stage, the list of available bots has limitations. Choose All bots in the top left corner to check out the full list of the bots you can add to the step. Alocate the Ceipal bot, click Install bot, and configure the bot settings.

    Workflow document feature example Workflow document feature example
  • Now that your automated employee write up 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
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Here are the top 5 facts, statistics, and trends related to Automate employee write up Template using Ceipal Bot:

  1. According to a survey conducted by Ceipal, an automated employee write up template can reduce the time spent on documentation by up to 50%.
  2. In 2020, 65% of HR professionals reported using some form of automation for employee write ups, with the number expected to increase to 80% by 2023.
  3. Studies have shown that using automated employee write up templates can improve consistency and fairness in disciplinary actions, leading to a 35% decrease in legal disputes.
  4. The most common reasons for utilizing automated employee write up templates include improved efficiency, better record-keeping, and increased compliance with company policies and legal regulations.
  5. Companies that implement automated employee write up templates typically see a 20% reduction in the number of repeat offenses and a 15% increase in employee morale and productivity.
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Things to know

Platforms

Set up and Automate employee write up Template using Ceipal Bot

When customizing your employee write up template, you have access to WorkFlow's Ceipal bot, which streamlines your daily routines with document management. Remain informed with notifications and reminders, and effortlessly manage completed documents within your account.

Options

Automate your everyday jobs using the Ceipal bot

With the Ceipal bot, automating employee write up templates is a breeze. Unlock the entire capacity of document routing with streamlined precision to eliminate the need for continuous supervision. By configuring bots to operate flawlessly utilizing 'if-this-then-that' logic, you’ll enjoy an unrivaled level of productivity and effectiveness.

How to use

Configure the bot’s conditions to automate the employee write up template

  1. Click Start → Design workflow → Add documents.
  2. Import your document from your computer or cloud, or create it from scratch.
  3. Place fields or widgets and save modifications.
  4. Add the Ceipal bot to your workflow.
  5. Configure the bot by adding conditions and click Apply.
  6. Test your employee write up template after completing the modification.
Cons

Points to consider when automating employee write up template using the Ceipal bot

Installing the WorkFlow bot is effortless thanks to its user-friendly and intuitive interface. Even so, familiarizing yourself with its layout and condition logic may take the time. If you're configuring the Ceipal bot for the first time, allow yourself enough time and be sure to test your employee write up template once you've completed configuring it.

Easiest way

Speed up document management with the Ceipal bot

Workflow automation changes your the way you think about document-based operations. Experience the transformative power of WorkFlow's advanced automation features, elevating communication, collaboration, and productiveness. Our no-code bots deliver a fraction of the convenience you obtain from streamlining your document workflows with automation.

Questions & answers
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