DateTime Automate

Target Audience

- Payroll Teams: Efficiently track and manage employee absences due to illness or holidays.
- HR Managers: Automate the reporting process for employee attendance, saving valuable time and resources.
- Team Leaders: Gain insights into team availability and plan accordingly for projects and deadlines.
- Small Business Owners: Simplify the management of employee leave and ensure accurate payroll processing.

Problem Solved

This workflow automates the tracking and reporting of employee absences, specifically focusing on illness and holiday events. By integrating with Google Calendar, it retrieves previous month's events, processes the data, and sends a comprehensive email report to the payroll department. This eliminates manual tracking, reduces errors, and ensures timely communication.

Workflow Steps

1. Trigger: The workflow is scheduled to run on the 1st of every month at 8 AM.
2. Calculate Previous Month: It calculates the date for the previous month to fetch relevant events.
3. Fetch Events: Retrieves all events from the previous month from Google Calendar.
4. Check Summary: Evaluates the event summaries to identify if they contain keywords like Holiday or Illness.
5. Routing: Based on the evaluation, it routes the events to either the Holiday or Illness nodes for further processing.
6. Filter Days: Each type of absence is processed to calculate the total number of days for each employee.
7. Combine Counts: Aggregates the total days for each employee for both Holiday and Illness types.
8. Merge Data: Merges the results from both categories into a single dataset.
9. Build Message: Constructs a detailed message summarizing the absence data.
10. Send Email: Finally, it sends an email to the payroll team with the breakdown of absences from the previous month.

Customization Guide

- Change Schedule: Modify the cron node parameters to adjust the timing of the workflow.
- Select Calendar: Update the calendar ID in the Get previous months events node to point to a different Google Calendar.
- Adjust Email Recipients: Change the toEmail and fromEmail fields in the Send email to payroll node to direct the report to different recipients.
- Modify Absence Types: Add more conditions in the Check Summary for Illness or Holiday node to include additional absence types if necessary.
- Customize Message: Edit the Build the message to send node's JavaScript code to change the format or content of the email message.