Available workflow templates

To learn about expense workflows, visit this article.

• General Expense Workflow - Allows you to create a general automation when an expense is created.
• Require approval from both expense approvers - Require both of the two approvers to approve an expense request. 
• Require at least one expense approver - Requires at least one approver for an expense. If two approvers are assigned, and only one declines, the expense will immediately be declined.
• Notify when expense claim exceeds a specific amount - The employee will receive a notification when their expense claim reaches a pre-determined threshold.
• Automatically decline expense over a specified amount - An applied expense will automatically decline when its expense claim reaches a pre-determined threshold.
• Automatically approve expenses for specified categories - This can be useful if the expense for a specific category is crucial.
• Automatically decline expense submitted by probationary employee - This can be useful if the company policy does not permit employees under probation to submit expenses.

To learn about time off workflows, visit this article.

• General Time Off Workflow - Allows you to create a general workflow when a time off request is submitted.
• Require at least one time off approver - Requires at least one approver for a time off request. Automatically declines if one approver declines the request.
• Require approval from both time off approvers - Requires both approvers to approve a time off request. Automatically declines if one approver declines the request.
• Automatically decline time off requests between specified dates - This can be useful if all employees are required.
• Automatically approve time off requests for specified categories - This can be useful if a specific type of time off does not require approval as per company policy.
• Notify when time off request exceeds a specific length - Employee will receive a notification if their time off request is longer than a specified length.
• Notify when sick time off exceeds several days in the last 12 months - The specified employee(s) will receive a notification if the sick time off of the employee(s) taking sick time off has exceeded the specified number of days in the last 12 months.

To learn about account provisioning workflows, visit this article.

• Deactivate account when employee is terminated - Automatically deactivates a Google Workspace or Microsoft account when the employee is terminated.
• Provision account when employee starts - Automatically creates a Google Workspace or Microsoft account when an employee commences employment.

To learn about onboarding workflows, visit this article.

• General Onboarding Workflow - Allows you to create a general workflow when onboarding.
• Create a task when the employment contract is accepted - This can be useful to make sure the new employee is on-track with their onboarding.
• Trigger onboarding checklist for new employees - Automatically applies a set onboarding checklist for new employees.

To learn about offboarding workflows, visit this article.

• Send exit interview to terminating employee - Automatically sends an exit interview request to an employee who has been set to terminate.

To learn about employee file change workflows, visit this article.

• General Employee File Change Workflow - Allows you to create a general workflow when an employee file change is enacted.
• Notify when Employment Details are updated - Employees will receive a notification when their employee details are updated.
• Notify when Medical Disclosure Statement is updated - Employees will receive a notification when their medical disclosure statement is updated.
• Create a task when Employment Details are updated - This can be useful if a specific Employment Detail change warrants a change to their documents, or other information in the platform.
• Notify when a contract is sent - Sends a notification when an employment contract is sent.
• Notify when HR Document is finalized - Sends a notification to the employee when an HR Document within their employee file is finalized.
• Employee File Change Approval Wizard (Guided Setup) - Sets up an approver for any employee file changes.

To learn about review workflows, visit this article.

• Add new employee to probation review - Add an employee to a probation review after their start date.
• Notify participants of upcoming performance review - Sends a reminder email to review participants priot to a performance review start date.
• Notify of incomplete reviews - Sends an email notification to review participants after an incomplete review.