Automating Your Employee Engagement

Throughout an employee’s journey, there are recurring milestones: probation periods, formal check-ins, anniversaries, birthdays, feedback sessions, and more. Manually executing communications around each of those can become repetitive and prone to inconsistency. With Team Engine, you map out those milestones just once—and the system automatically handles the outreach and reminders for you, freeing up your time and ensuring a consistent experience for all employees.

Getting Started

In the sidebar, click Automations.
First, complete your employee directory: be sure to include start dates, birthdays, and any other custom data you’ll use (e.g. licenses, certifications).

Without these dates, certain automations (e.g. birthday messages or tenure milestones) cannot trigger properly.

Types of Actions

Team Engine provides 3 different types of actions you can automate for an employee milestone

Action	What It Does	Use Cases
Message	Sends a text or email	This type will send a message to the employee. You can choose either text or email. This type is useful for providing information (e.g. You have now earned an extra 3 days of PTO) or expressing appreciation (e.g. You have been here for 3 years now. Thanks for everything you do!). You can select the time this message is sent out by selecting "show advanced settings" and then changing the time.
Send Survey	Sends a message that expects a response	A survey is a specialized type of message to the employee where you expect a response (e.g. a 30-day feedback survey). Using a survey instead of a message, in this case, is useful because all responses across all employees will be collected together on your Survey page. This way, you can draw connections between responses over time. For more information, see: Employee Surveys
Receive Notification	Alerts a designated person (e.g. supervisor or admin)	At key employee milestones, you can set up automatic email or text alerts to notify the right team members or supervisors to take action. For example, if employees become eligible for benefits after 90 days, Team Engine can automatically remind your benefits administrator to prepare the packet or schedule a meeting at that time.

Action

What It Does

Use Cases

Message

Sends a text or email

This type will send a message to the employee. You can choose either text or email. This type is useful for providing information (e.g. You have now earned an extra 3 days of PTO) or expressing appreciation (e.g. You have been here for 3 years now. Thanks for everything you do!). You can select the time this message is sent out by selecting "show advanced settings" and then changing the time.

Send Survey

Sends a message that expects a response

A survey is a specialized type of message to the employee where you expect a response (e.g. a 30-day feedback survey). Using a survey instead of a message, in this case, is useful because all responses across all employees will be collected together on your Survey page. This way, you can draw connections between responses over time. For more information, see: Employee Surveys

Receive Notification

Alerts a designated person (e.g. supervisor or admin)

At key employee milestones, you can set up automatic email or text alerts to notify the right team members or supervisors to take action.

For example, if employees become eligible for benefits after 90 days, Team Engine can automatically remind your benefits administrator to prepare the packet or schedule a meeting at that time.

You can configure delivery method (text, email, or text with fallback to email) and timing (exact hour, before/after dates, recurring) under advanced settings.

Setting Up Your Process Automations

Team Engine includes a set of example automations after an employee starts:

Prebuilt Automation Templates

To help you hit the ground running, Team Engine includes several starter automations you can customize:

Welcome message during early days
30-day and optionally 60/90-day onboarding feedback
Benefit eligibility reminder at probation end
Annual work anniversary greetings

You can tailor each template to match your company’s schedule (for instance, if probation ends at 60 days instead of 90 days).

Adding A New Process Automations

Toggle off “All Employees” to narrow the audience—great for targeting full-time, part-time, contractors, or location-specific teams.
You can set automations to trigger before a date (e.g. notify manager a few days before a start date or birthday). Use the “Before” dropdown and check “Send Annually” for recurring messages.
Want to reuse an automation? Click the three dots menu and choose “Copy”. This clones the automation with prefilled content, so you can tweak rather than build from scratch.

Advanced Features

Custom fields & triggers: Store extra employee data (e.g. license expirations, referral payouts) and fire automations based on those fields.
Recurring scheduled messages: Automate messages on a regular cadence (e.g. weekly safety reminders) without rebuilding workflows each time.
Redesigned employee directory: Easier filtering, views, and actions directly from the directory.

FAQ & Best Practices

What if I add an employee with a past start date?
They’ll only receive automations from the moment they’re added forward. For example, if you add someone who started 35 days ago, they won’t receive the 30-day survey.