Keep IT notified of HR disciplinary file submissions

HR disciplinary coordinators miss form submissions in email, delaying reviews and risking compliance. IT notifications attach the uploaded file and board link so HR can centralize the case and begin review promptly.

Overview

Missed disciplinary submissions create compliance risk and slow case resolution. This workflow makes sure IT delivers the uploaded file and a board link straight to the HR inbox so cases are centralized and reviews begin promptly. The result: fewer manual handoffs and zero missed follow-ups in your disciplinary process.

Notable Features

Send email with uploaded file
Add board link to card
Create checklist item for reviewers