Available Workflow Templates

To learn about account provisioning workflows, visit this article.

• Deactivate account when employee is terminated - Automatically deactives a Google Workspace of 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.
• Provision Microsoft account - Automatically creates a Microsoft account when a new employee starts at the organisation.
• Deactivate Microsoft account - Automatically deactivates an employee’s Microsoft account when their employment ends.
• Provision Google Workspace account - Automatically creates a Google Workspace account when a new employee starts at the organisation.
• Deactivate Google Workspace account - Automatically deactivates an employee’s Google Workspace account when their employment ends.
• Submit a Workflow template suggestion - Submit a workflow template suggestion and we will be in touch to let you know when it is available.

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 an 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 their expense claim reaches a pre-determined threshold.
• Automatically approve expense 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 company policy does not permit employees under probation to submit expenses.
• Notify finance when expense exceeds limit - Sends a notification when an expense claim exceeds a configured amount for proactive monitoring.

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 Details 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 finalised - Sends a notification to the employee when an HR Document within their employee file is finalised.
• Notify when medical disclosure is updated - Sends a notification when an employee’s medical disclosure is updated for stakeholder awareness.
• Employee File Change Approval Wizard (Guided Setup) - Sets up an approver for any employee file changes.
• Benefits Management - Request change on employee level - Triggers an approval flow when an employee's benefit is updated.
• Request approval for pay detail changes - Sends an approval request before applying any changes made to an employees pay details.
• Notify when employment details are updated - Sends a notification when employment details are updated to keep stakeholders informed.
• Notify when contract is sent - Sends a notification when an employee’s contract is sent to relevant stakeholders.
• Request approval for job details changes - Sends an approval request before applying any changes made to an employee's employment details.
• Request approval for job history changes - Sends an approval request before applying any changes made to an employees employment history.
• Request approval for medical updates - Sends an approval request before applying any changes made to an employee’s medical disclosure.
• Request approval for benefit changes - Sends an approval request before applying any changes made to an employee's benefits.
• Submit a Workflow template suggestion - Submit a workflow template suggestion and we will be in touch to let you know when it is available.

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

• Request approval for specific forms - Sends an approval request before marking selected form submissions as approved.
• Request approval for all forms - Sends an approval request before marking any submitted form as approved.
• Submit a Workflow template suggestion - Submit a workflow template suggestion and we will be in touch to let you know when it is available.

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 - Employees will receive a notification if their time off request is longer than a specified length.
• Notify when sick time off exceeds a number of 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.
• Reminder to submit medical certificate (hour) - Send a reminder to employees to submit a medical certificate beyond set hours. 

• Create return-to-work task after time off ends - Creates a task for managers to complete return-to-work checks after time off ends.

  Notify payroll when time off is approved - Sends a notification to payroll when a time off request is approved for pay processing.

To learn about onboarding workflows, visit this article.

• General Onboarding Workflow - Allows you to create a general workflow when onboarding.
• Create a task when an 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.
• Add new employee to probation review - Adds a new employee to a scheduled review at the end of their probation period for evaluation.
• Submit a Workflow template suggestion - Submit a workflow template suggestion and we'll be in touch to let you know when it's available.
• Create Google Workspace account - Automatically creates a Google Workspace account and updates the employee's company email. 
• Create Microsoft account - Automatically creates a Microsoft 365 account and updates the employee's company email address. 
• Creates 1:1 meeting after start date - Schedules a 1:1 meeting between the manager and the new employee after their start date.
• Add employee to review period - Automatically adds a new employee to a performance review cycle after they start.
• Notify HR when onboarding is completed - Sends a notification to HR once all onboarding setup tasks are completed.
• Notify team to prepare workspace - Notifies the responsible team to prepare workspace, access card, seating, etc.
• Create induction schedule task - Creates a task to draft and share the new starter’s first-week induction plan.
• Notify payroll to set up new starter - Sends a notification to payroll to set up a new employee in payroll systems.
• Create buddy assignment task - Creates a task to assign a buddy and schedule an intro meeting for the new hire.
• Notify manager of upcoming new starter - Notifies the employee’s manager about a new starter’s upcoming start date.
• Create task for equipment preparation - Creates a task to prepare required equipment before the employee’s start date.
• Send welcome email to onboarding employee - Sends a welcome email when a new employee record is created.
• Create task to complete onboarding documents - Creates a task for employees to complete mandatory onboarding documents.

To learn about offboarding workflows, visit this article.

• Send exit interview to terminating employee - Automatically sends an exit interview request to an employee that has been set to terminate.
• Submit a Workflow template suggestion - Submit a workflow template suggestion and we will be in touch to let you know when it is available.
• Create task for exit documentation - Creates a task for manager to create exit paperwork and store compliance documents. 
• Notify team to revoke building access - Sends a notification to a team to deactivate building access or physical access.
• Create task to remove system access - Creates tasks for a manager to remove or revoke any system access for terminated employees. 
• Notify manager when termination date is added - Notifies the manager when a reporting employee termination date is added. 
• Create task to complete offboarding tasks - Creates a task for a manager to complete any offboarding tasks before termination. 
• Notify payroll to process final pay - Sends a notification to payroll to process an offboarding employee's final pay before termination. 
• Create task to collect company equipment - Creates task to collect company devices and equipment before termination date. 

To learn about reviews workflows, visit this article.

• Add new employee to probation review - Add an employee to a probation review after their start date.
• Notify users of upcoming review - Sends a reminder email to review participants prior to a performance review start date.
• Notify users of incomplete reviews - Sends an email notification to review participants after an incomplete review.
• Submit a Workflow template suggestion - Submit a workflow template suggestion and we will be in touch to let you know when it's available.

• Request approval for new employee requisition - Sends an approval request before a new employee requisition is created and submitted for hiring.
• Request approval for onboarding candidates - Sends an approval request before onboarding a candidate into an approved requisition.
• Submit a Workflow template suggestion - Submit a workflow template suggestion and we will be in touch to let you know when it is available.