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A step-by-step guide to Actions
1
Define your Action
HR creates and configures Actions for key processes such as starting, modifying or ending employment.
2
Guide users through the process
Managers, HR or admins complete Actions step by step, with only relevant fields shown.
3
Review and collaborate
Actions can be shared with collaborators to complete or review information before finalising.
4
Execute and save data
Once finalised, the Action updates the employee profile automatically and creates a clear audit trail.
From scattered tasks to structured workflows
Sympa’s Actions are guided workflows that help HR, managers and admins complete key employment processes correctly and consistently, while ensuring data is entered in the right place.
- Guided workflows: Lead users through hiring, employment changes and offboarding step by step.
- Built in automation: Prefilled fields and structured flows reduce errors and manual repetition.
- Accurate data handling: Information is saved directly to the employee profile.
- Built-in compliance: Maintain a transparent audit trail across processes.
- Flexible configuration: Adapt Actions to match your organisation’s structure and requirements.
Use Actions to guide start-of-employment processes, ensuring all required information is collected and stored correctly from day one.
Handle role changes, department moves or contract updates through a single guided action that updates all relevant data at once.
Use Actions to end employment in a structured way, automatically closing relevant data fields and capturing required information in a structured way.
Share Action drafts with managers, HR, payroll or IT so everyone can review and update information before execution, without sending emails or duplicating work.
Standardise start, modify and end-of-employment processes across sites or countries using structured Actions that ensure consistent data handling and compliance.
Trusted by leading brands and organisations
"We are constantly striving to streamline our processes and wanted to be able to add new functions quickly and easily. That’s why Sympa is such a good match for us – once we’ve identified a need, we can make the necessary changes ourselves, or get help from Sympa if we need to."
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