Automate probation review reminders from BambooHR
Build a scheduled daily workflow that queries BambooHR for employees whose probation end date is 30 days out. For each, email the employee's manager and the People Team with the name, date, and review instructions. Resolve manager contacts from BambooHR, avoid duplicate reminders for the same employee, and handle missing manager data. Output the reminders sent.
What this prompt builds
Email managers and People Ops 30 days before an employee passes probation so reviews start on time.
The problem
Probation end dates slip past unnoticed, so performance reviews happen late or not at all and employees auto-confirm without assessment. HR can't manually track every date.
Solution and impact
This workflow scans BambooHR for employees passing probation in 30 days and emails their manager and the People Team to begin the review. Probation reviews start on schedule with no manual tracking.