Review Connecteam time-off policies after a new balance
Make new absence balances easier to interpret alongside team time-off policies.
Trigger
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.
Action
Get Policy Types
Tool to retrieve available time-off policy types. use before filtering or creating time-off requests by policytypeid.
Why this helps
A new HR balance can create uncertainty about which operational time-off rules apply.
- Surface available policy types quickly
- Reduce HR and operations interpretation gaps
- Create a focused policy review
Setup
Build it in a few focused steps.
- 1Connect Workday and Connecteam in Notis once.
- 2Create an automation for new balance policy reviews.
- 3Tell Notis to retrieve Connecteam policy types when a new Workday absence balance appears and summarize relevant policy context.
- 4Pick the Workday New Absence Balance trigger.
- 5Choose where reports go and test with one new balance.
Questions about this workflow
Does this submit a time-off request?
No. It retrieves policy types for review and does not create a request.
Can it match balances to policies automatically?
It can suggest matches from returned details, but any missing policy rules must be supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Connecteam. A trigger fires from one place; an action lands in another.
Workday triggers
Connecteam actions
Recurring trigger
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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.
Get Jobs
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Connect any two apps with Notis in the middle.
Workday and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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