HR & RECRUITING
Weekly PTO Burnout-Risk Manager Nudge
Every Monday, scans accrued-vs-used PTO balances in BigQuery, flags employees whose unused leave crosses a burnout threshold.
How it runs
The automated pipeline, trigger to output.
- TriggerMonday morning schedule fires
- ActionQuery accrual, usage, and manager from BigQueryBigQuery
- LogicFlag over-threshold, zero-usage employees and group by manager
- ActionCompose per-manager at-risk summary
- OutputSlack DM each manager their flagged reportsSlack
What it does
This workflow runs a weekly check on your HR data warehouse and surfaces employees who are accruing time off faster than they take it. It groups the at-risk people under their direct manager and sends each manager a private Slack nudge so the conversation happens before someone burns out or loses unused days at year-end.
When to use it
Run this when you have PTO accrual and usage data landing in BigQuery and want managers to act on under-utilized leave proactively, rather than discovering balance problems during an annual review or a use-it-or-lose-it deadline.
How it works
- 1A Monday morning schedule fires the workflow.
- 2A BigQuery query pulls each employee's accrued balance, days used in the trailing 90 days, and their manager ID.
- 3A logic step flags anyone whose unused balance exceeds the configured threshold AND who took zero leave in the window, then groups the flagged rows by manager.
- 4For each manager with at least one flagged report, the workflow composes a concise summary with names, balances, and a recommended check-in.
- 5A Slack direct message delivers that per-manager summary, so each manager only sees their own team.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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