Understanding Target Dates in Workflows

The target date is a crucial element of every workflow, guiding the timing of automated steps. Here’s what you need to know about target dates:

What is a Target Date?

Each workflow includes a target date, which can be either "when enrolled" (the date when the workflow starts for an employee) or an employee-related date (an Employee Field, such as start date or termination date).

Importance of the Target Date?

The target date is essential because it dictates when automation steps are executed. When configuring a workflow, you always set actions relative to the target date. For instance, you might schedule an email to be sent three weeks before the start date. This ensures that all automated tasks are perfectly timed.

How Target Dates Work

When Introist launches an automation for an employee, it checks the workflow’s target date configuration and assigns the appropriate date to the employee's Automation. This seamless integration ensures that all actions within the workflow are executed as planned for each employee.

Understanding and correctly setting the target date is vital for the smooth operation of your workflows. By aligning automation steps with the target date, you can ensure timely and efficient task execution.

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