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Add new hires to payroll and expense sheets

Automatically detect updated hire rows in Smartsheet across Smartsheet workflows for payroll and expense sheets. Create export rows and mark source rows processed when active hires update or pay types change—so you can keep onboarding data consistent without manual spreadsheet cleanup.

How this automation protects consistent onboarding exports

When updated hire rows sit unprocessed in Smartsheet, payroll and HR teams can work from mismatched onboarding data. This automation filters and routes pay-type exports and then updates the source row flag—so your team can onboard hires faster without spreadsheet reconciliation.

  1. 1.Detect updated hire row

    Integrate Smartsheet and spreadsheet workflows to detect updated hire rows for processing and exporting onboarding data.

    Smartsheetor swap with your favorite app
  2. 2.Continue only for active hires

    Integrate Filter by Zapier and HR data rules to continue only for active hires and rows not already added.

    Filter von Zapieror swap with your favorite app
  3. 3.Branch by pay type

    Integrate Paths by Zapier and data routing logic to branch salary and hourly pay types for export formatting.

    Paths von Zapieror swap with your favorite app
  4. 4.Add rows to export sheets

    Integrate Smartsheet and payroll and expense export sheets to add rows for payroll and expense exports and directory export.

    Smartsheetor swap with your favorite app
  5. 5.Mark source row as processed

    Integrate Smartsheet and data quality checks to update the source worksheet added to payroll flag using the row unique ID.

    Smartsheetor swap with your favorite app

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Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
AktivKampagne
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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  1. Schritt 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Schritt 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Schritt 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

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