Human Resources
Human resources workflows covering the employee lifecycle — from onboarding and leave through changes, performance, and offboarding.
Human Resources Templates(18)
Overtime Approval Workflow
Employees request overtime authorisation in advance with dates, hours, and reason. Managers approve or decline. On approval, payroll and the employee are notified; after the work is done, the employee confirms actual hours worked and the request is marked complete. On decline, the employee is notified with the reason.
Flexible Work Request Workflow
Employees submit a flexible working arrangement request specifying the proposed arrangement, start date, business reason, and coverage plan. The manager reviews the impact and, for significant changes, HR also reviews. The manager then decides to approve, approve with changes, or decline. Approved requests are recorded with an arrangement summary and review date and the employee is notified; declined requests are closed out with a reason sent to the employee.
Employee Information Change Workflow
Enables staff to request updates to their personal records. The employee submits the change details and any supporting document; HR verifies the request against existing records and approves or rejects it. On approval the record is updated and the employee notified; on rejection the request is returned to the employee with the reason, who may revise and resubmit.
Payroll Change Request Workflow
Employees submit requests for pay-related changes (e.g. salary adjustment, bank details, tax withholding) with an effective date and supporting evidence. HR validates and approves or rejects the request. Approved requests are marked ready for payroll, processed, verified, and the employee is notified. Rejected requests are returned to the employee with a reason.
Return to Work Workflow
Coordinates a safe return to work after employee leave. Captures the employee's expected return date and any medical/capacity restrictions, has HR and the manager agree suitable duties or workplace adjustments, secures employee agreement, and tracks progress through check-ins until full return is confirmed and HR is notified.
Disciplinary Action Workflow
Handles employee conduct or performance issues consistently: intake of the report, HR case assessment, employee response, decision (no action, warning, or formal action), approval for formal actions, decision recording, employee notification, and case closure. Includes a path to gather more information before deciding.
Performance Improvement Plan Workflow
Manages the end-to-end lifecycle of a Performance Improvement Plan: manager creates the plan, HR reviews and approves it, the employee acknowledges it, progress is reviewed at the scheduled date, and the outcome (met, extend, or not met) is actioned and communicated.
Employee Promotion Workflow
Manager nominates an employee for promotion with proposed role, effective date, compensation change and performance evidence. HR reviews eligibility, then routes for approval based on the compensation change against a threshold (senior leadership approval for large increases, HR manager approval otherwise). On approval, the promotion and effective date are recorded, the employee record updated, and the employee and manager notified. If declined, the request is returned to the manager with the reason and they may revise and resubmit.
Candidate Interview Workflow
Coordinates candidate interviews: coordinator submits candidate/role/stage/interviewer details, interviewers submit scorecards, hiring manager decides to advance, offer, or reject, and the candidate and coordinator are notified of the outcome. Advancing loops the workflow into the next interview stage.
Workplace Complaint and Investigation Workflow
Enables employees to confidentially report workplace concerns (bullying, harassment, conduct). HR triages the complaint, assigns an investigator who records findings and a recommended outcome, and management approves the outcome. Approved cases have agreed actions recorded and closure confirmed with the reporter; unsubstantiated complaints are closed with a documented reason.
Employee Training Request Workflow
Enables employees to request approval and booking for training courses. Captures course, provider, dates, cost and business justification; routes for manager approval, then budget approval if cost exceeds a threshold; on approval marks the request authorised and notifies the employee; after training, the employee uploads completion evidence which updates the training record. Rejections are returned to the employee with the reason.
Employee Performance Review Workflow
Manages periodic employee appraisals: employee self-assessment, manager assessment with proposed rating and goals, employee acknowledgement, dispute-resolution loop if the employee disputes the rating, and final HR notification once the review is complete.
Timesheet Approval Workflow
Employees or contractors submit hours worked for a reporting period, including overtime and leave/non-billable time. The manager reviews and either approves the timesheet (marking it ready for payroll and notifying the submitter) or requests a correction, returning it to the submitter to fix and resubmit.
Job Requisition Approval Workflow
Captures a manager's request for a new or replacement role, routes it through HR review and budget/management approval, then hands approved requisitions to recruitment and notifies the manager. Rejected requisitions are returned to the manager with a reason for revision and resubmission.
Recruitment and Hiring Workflow
End-to-end recruitment workflow: hiring manager submits a requisition, headcount is approved, the role is posted, a recruiter screens and shortlists a candidate, interviewers assess and recommend, the hiring manager selects a candidate, the offer is approved and sent, and on acceptance the new hire is handed off to onboarding. If the role goes unfilled it is closed with a reason.
Employee Onboarding Workflow
End-to-end employee onboarding covering pre-employment information collection, document submission, payroll setup, manager preparation, IT access and equipment provisioning, workplace induction, policy acknowledgement, mandatory training, initial objectives setting, check-ins, and onboarding completion.
Employee Offboarding Workflow
End-to-end offboarding workflow covering resignation or termination intake, manager approval, handover and outstanding work, final payroll inputs, company property return, system and site access removal, exit interview, required notifications, and completion verification.
Leave Request and Approval Workflow
Handles end-to-end employee leave requests: captures leave type, dates, reason, and supporting documents; checks eligibility; routes to manager for review and approval or rejection with optional change requests; notifies the employee of the outcome; and records approved leave.