Document detailed absence balance adjustments
Keep complex accrual and adjustment updates easy to confirm.
Trigger
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Detailed balance changes can create uncertainty and repeated HR clarification.
- Clarify complex balance updates
- Reduce back-and-forth
- Keep a durable acknowledgment record
Setup
Build it in a few focused steps.
- 1Connect Workday and BoldSign in Notis once.
- 2Create an automation for balance adjustment acknowledgments.
- 3Describe which detail changes require an acknowledgment and which document to send.
- 4Pick the Workday Balance Details Changed trigger.
- 5Choose a report channel and test with one adjustment.
Questions about this workflow
Can it cover accruals and corrections?
Yes, the trigger covers quantity, accrual, adjustment, and related balance details.
Can employees receive an explanatory note?
Yes, include the desired explanation in the document or automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Boldsign. A trigger fires from one place; an action lands in another.
Workday triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
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Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
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New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
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Connect any two apps with Notis in the middle.
Workday and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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