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Library Workflows

A collection of optional workflows ready to activate for Professional tier and above.

25 articles
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.
Request & Authorisation Workflows

Set up approval rules for events, expenses, timesheets, and TOIL that differ from the standard process.

Event Authorisation Workflow - Dual Approval (Manager & Admins)Enable two-step approval for event requests with the dual authorisation workflow.
Event Authorisation Workflow - Dual Approval (Manager & Other)Enable a two-step approval for event requests with the dual authorisation workflow.
Event Authorisation Workflow - Reroute ApproverSpecify an Event Approver to redirect approval requests to the designated individual, bypassing the Line Manager.
Event Authorisation Workflow - Backup ApproverEnsure requests are not delayed by assigning a secondary approver alongside the Line Manager. Can be approved by either one.
Expense Authorisation - Backup ApproverEnsure requests are not delayed by assigning a secondary approver alongside the Line Manager. Can be approved by either one.
Expense Authorisation - Managers onlyDirect all expense requests to Managers
Expense Authorisation - Admins onlyDirect all expense requests to Admins
TOIL Request WorkflowsLog and track overtime with TOIL request workflows that update entitlements upon manager approval
Timesheet Request WorkflowEmpower employees to submit hours worked while keeping approvals quick and transparent.
Expense Requests on Web app (Admin Approval)A customisable, web-based expense request workflow, separate to our AI expense feature.
Expense Requests on Web app (Manager Approval)A customisable, web-based expense request workflow, separate to our AI expense feature.