This is currently possible to create such a query in the system, providing that the holiday year is the same for all employees required to enter the workflow, e.g. January-December.
This uses the logic in the example below. I've included an example also below showing how this can be adapted to achieve the outcome you're looking for. This is based on a workflow to send an email out to all employees on the 6th of each month, which of course you could apply additional features to only target a select individual or group:
Bi-Annual Email – Contact Details Update
The logic for this process can be followed for sending a ripple out at specific points across the year. The field we use for this process is the Annual Leave Start Date as this date will always be the same.
As an example, if your holiday year runs January – December, your Annual Leave Start Date will always be January 1st. This means that we can use this field to state, pull employees into a query/ripple X number of days after this date.
In the example below, I’ll use a Jan-Dec holiday year and wish to send the emails out on 01/04 and 01/10. As these dates are the 91st and 274th days of the year respectively, the filters would be as follows.
Annual Leave Start Date – X Days After = 90 OR X Days After = 273
Email sent out on the 6th (Assuming holiday year is Jan-Dec)
Include Annual Leave Start Date into the query and filter accordingly.
Annual Leave Start Date - X Days After = 5 OR X Days After = 36 OR X Days After = 64 OR X Days After = 95 OR X Days After = 125 OR X Days After = 156 OR X Days After = 186 OR X Days After = 217 OR X Days After = 248 OR X Days After = 278 OR X Days After = 309 OR X Days After = 339
This query would ensure that employees only fall in on the 6th, by specifying to only show in the query X number of days after the 1st Jan. This would need to be adapted slightly come leap years to account for the additional day in February.
The same logic would be followed no matter the holiday year, the values you filter on will differ slightly though.
Hi Rosie,
This is currently possible to create such a query in the system, providing that the holiday year is the same for all employees required to enter the workflow, e.g. January-December.
This uses the logic in the example below. I've included an example also below showing how this can be adapted to achieve the outcome you're looking for. This is based on a workflow to send an email out to all employees on the 6th of each month, which of course you could apply additional features to only target a select individual or group:
Bi-Annual Email – Contact Details Update
The logic for this process can be followed for sending a ripple out at specific points across the year. The field we use for this process is the Annual Leave Start Date as this date will always be the same.
As an example, if your holiday year runs January – December, your Annual Leave Start Date will always be January 1st. This means that we can use this field to state, pull employees into a query/ripple X number of days after this date.
In the example below, I’ll use a Jan-Dec holiday year and wish to send the emails out on 01/04 and 01/10. As these dates are the 91st and 274th days of the year respectively, the filters would be as follows.
Annual Leave Start Date – X Days After = 90 OR X Days After = 273
Email sent out on the 6th (Assuming holiday year is Jan-Dec)
Include Annual Leave Start Date into the query and filter accordingly.
Annual Leave Start Date - X Days After = 5 OR X Days After = 36 OR X Days After = 64 OR X Days After = 95 OR X Days After = 125 OR X Days After = 156 OR X Days After = 186 OR X Days After = 217 OR X Days After = 248 OR X Days After = 278 OR X Days After = 309 OR X Days After = 339
This query would ensure that employees only fall in on the 6th, by specifying to only show in the query X number of days after the 1st Jan. This would need to be adapted slightly come leap years to account for the additional day in February.
The same logic would be followed no matter the holiday year, the values you filter on will differ slightly though.
I hope this helps!