1.Receives disciplinary form payload
Integrate Sub-Zap by Zapier with HR workflow inputs to capture final-signing identifiers and trigger the next case steps.
Upload signed disciplinary form and create tracking record
Automatically capture disciplinary form final signing events across Sub-Zap by Zapier, Zapier Tables, and Google Drive. Create and update when a signed PDF arrivesβso you can store documents, update case tracking, and refresh access links without manual reporting.
How this automation preserves disciplinary case evidence
When disciplinary form signing completes but documents and records stay scattered, delays can stall HR review. This automation receives form payloads, creates and updates tracking records, and uploads signed PDFs while refreshing access linksβso your team can access case evidence faster.
Sub-Zap by Zapieror swap with your favorite app
2.Creates or finds tracking record
Integrate Zapier Tables with case tracking tables to create or find a record and map reference and status fields.
Zapier Tablesor swap with your favorite app
3.Uploads signed PDF to employee folder
Integrate Google Drive with document storage tools to find the Progressive Discipline folder and upload the signed PDF.
Google Driveor swap with your favorite app
4.Updates short link destination
Integrate T2M URL Shortener with link mapping tools to update the slashtag and point it to the uploaded file URL.
T2M URL Shorteneror swap with your favorite app
5.Updates tracking record with file and status
Integrate Zapier Tables with case tracking tables to save the document link, set the signed timestamp, and finalize status.
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