Linked Employee Field

You can create an Employee Field which links to another employee. This enables you to utilise information of the linked employee in your automations. For example, by creating a Linked Employee Field named "Supervisor", you can easily create steps where Employee's supervisor is referenced, e.g. "Supervisor - Name".

Creating Linked Employee Field

To create Linked Employee Field, navigate to Employee Fields. Click "New" to start creating new field.

Name your field and select "Employee" as field type.

In "Linking field", you choose which information is used to find the linked Employee. E.g. if you get the supervisor's email from your system, you might choose "Email (work)" so that Introist looks for the Employee whose work email matches the email imported from your system.

Finally, click "Create" to create the field.

Using Linked Employee Field

When you have create a Linked Employee Field, you can use the fields of the linked Employee in your automations. As an example, if you have created a Linked Employee Field "Supervisor", you can set the receiver of an email to be the employee's supervisor by selection "Supervisor" and then "Email (work)" when adding a new receiver to your email step. This pattern is available in various parts of different step types.