Automate
51 articles
System Workflows
Pre-installed standard workflows available from the Team tier and above.
Standard Expense Authorisation WorkflowThe default approval workflow, sending all employee requests to their manager for authorisation, and admins depending on the expense amount.
Standard Event Authorisation WorkflowThe default approval workflow, sending all employee requests to their manager for authorisation.
Onboarding WorkflowAutomatically notifies admins and assigns a checklist to streamline and standardise the employee onboarding process.
Offboarding WorkflowAutomatically notifies admins and assigns a checklist to streamline and standardise the employee offboarding process.
Return to Work WorkflowA simple, step-by-step return to work process for employees and managers following sickness.
System Standard Mobile AppsPre-installed mobile apps available from the Team tier and above.
Library Workflows
A collection of optional workflows ready to activate for Professional tier and above.
Onboarding Workflow (Employee Profile Tasks)A seamless onboarding experience guiding new employees to complete essential profile information directly from their task list.
Reminder WorkflowsStay on top of key employee dates with automated reminders sent via email and To-dos
Notification WorkflowsGet notified when key events occur or receive regular summaries of activity through dedicated workflows
Late Clock-In & Missed Clock-Out WorkflowA workflow that alerts both the employee and their manager when a clock in or out entry is missed
Activate Access Roles ManagementEnable advanced permission controls with Access Roles Management, giving you full flexibility of who can see and do what in your HR system.
Library Mobile AppsA list of constantly growing mobile apps, ready to activate for Professional tier and above.
Absence Scheme NotificationAutomated notifications when employees hit absence thresholds
Mobile OnboardingAllow users to use the Sense mobile app without completing the normal web registration process.
Overtime Adjustments (Scheduled Hours)Automatically flag and route overtime for manager approval with seamless planner updates once approved.
Overtime Adjustments (Scheduled End Time)Automatically flag and route overtime for manager approval with seamless planner updates once approved.
Return to Work - With HR sign offCustomisable return to work form, triggering tasks to Employees then Managers, with a final sign off step from HR.
TOIL - Flexi TimeAn automated workflow that compares hours worked with scheduled hours and adjusts TOIL balances fairly and transparently.
Custom Screen Approval (Manager Authorisation)Create a custom screen that requires an approval from the manager when an employee submits a new record
Custom Screen Approval (Admin Authorisation)Create a custom screen that requires an approval from HR Admins when an employee submits a new record
Custom Onboarding ChecklistAutomatically send tailored onboarding checklists to new starters, their managers, and the HR team.
Custom Offboarding ChecklistAutomatically send tailored offboarding checklists to future leavers, their managers, and the HR team.
Request & Authorisation WorkflowsSet up approval rules for events, expenses, timesheets, and TOIL that differ from the standard process.11 articles
Performance WorkflowsSimplify performance management with automated workflows, timely notifications, and collect peer feedback.6 articles
ATS WorkflowsAutomate actions like notifications and status updates to streamline your applicant tracking process.2 articles
Custom Workflow Templates
Custom workflows that must be tailored before deployment, available on the Enterprise tier.
Integrations - XeroThis article will provide steps and guidance for creating a XERO payroll integration with your Sense HR
Integrations - Google CalendarThis article provides the PDF instructional guide to provide to your IT team for setting up a google calendar integration with SenseHR.
Integrations - Outlook CalendarThis article includes a document that you can share with your IT team to setup the integration of SenseHR with Outlook calendars.
Integrations - HirefulThis article provides information and instructions on how to enable the Hireful Integration
Integrations - Improve OnlineThis article provides information and instructions on how to setup the Improve Online Integration.
Integrations - SlackThis article details the steps involved with integrating Sense and Slack.
Integrations - ChronicleThis article provides information and instructions on how to setup the Chronicle Integration.
Integrations – Sage 50 PayrollThis article provides information and instructions on how to enable the Sense 50 payroll Integration
Integrations - Microsoft SharepointAutomatically push documents from Sense HR to your SharePoint folders as soon as they’re added to an employee record.
Integrations - RotaCloudA real-time integration linking Sense HR and RotaCloud, ensuring live updates of employee planner events and core data.