Rippling: How to Set Up a Scheduled Workflow to Send a Report to TeamOhana

Last updated: October 29, 2026

Follow the steps below to automatically send your Census and Change report on a set schedule to TeamOhana.

1. Create a New Workflow

  1. Go to Workflow Studio

  2. Click Create workflow

  3. Click Choose your workflow trigger, then select On a set schedule

  4. Set Frequency to Daily

  5. Choose the time

  6. Click Select

2. Configure the Action

  1. Under Action, drag and drop Send a report (include two actions for "Send a report" - 1) census report and 2) change report)

  2. Click Add recipients

  3. In the To field, add your own email address to Include.

  4. Check the box for Add external emails

  5. Enter files@teamohana.com as the external email

  6. Click Save

3. Final Settings

  1. Ensure File type is set to CSV

  2. Under Whose report view should be used to generate this report?, select
    → Based on workflow’s owner’s access level for this report

  3. Check the box Add a column for employee IDs

  4. Click Save and Publish