Human Resources
Human resources workflow templates covering the employee lifecycle, from job requisitions, recruitment, interviews and job offers through onboarding, leave, timesheets, overtime and flexible work requests. Performance reviews, promotions, pay and bonus approvals, transfers, disciplinary and performance improvement processes, return to work and offboarding are included too.
Benefits
- Route requests to the right manager and HR for approval
- Keep every employee request and decision on one record
- Email employees and candidates at each step
Common Use Cases
Human Resources Templates(27)
Employee Onboarding Workflow
HR submits a new starter form which creates an onboarding record, notifies the new starter, and triggers parallel IT, manager and HR setup tasks. The workflow then collects emergency/compliance details from the new starter, runs induction, mandatory training and a 30-day check-in, escalating to HR support if needed, before marking the employee fully onboarded.
Leave Request and Approval Workflow
Employees submit a leave request form; HR checks eligibility, the manager reviews and decides (including a revision path), and HR records approved leave in payroll — with status updates and email notifications to the employee at each stage.
Recruitment and Hiring Workflow
Manages a hiring request from initial headcount approval through advertising, screening, interviewing, offer, and onboarding, with HR approval gates and candidate offer response tracking.
Employee Performance Review Workflow
Manages the end-to-end employee performance review cycle: self-assessment submission, manager assessment, employee acknowledgement or dispute, optional follow-up discussion, and final completion with HR filing.
Employee Offboarding Workflow
Manager-initiated employee offboarding process: intake form, HR review gate, parallel handover/payroll/property/IT tasks, final HR verification, and exit interview collection, with status tracking throughout.
Timesheet Approval Workflow
Collects employee/contractor timesheets, calculates total hours, routes through manager review with a correction loop (up to 3 cycles), and on approval creates a payroll task and notifies the submitter — with a status table view and status breakdown chart.
Apprentice Supervision Record Workflow
Captures on-the-job supervision and training records for apprentices, notifies apprentices of feedback, and routes follow-up actions based on the competency observed — including training coordinator tasks for apprentices needing more training and follow-up observations for those developing.
Candidate Interview Workflow
Manages a single interview stage from scheduling through panel scoring to hiring manager decision, with candidate and coordinator notifications, one record per interview stage.
Careers Enquiry Contact Form Workflow
Captures careers enquiries from an organisation's website via a short contact form, acknowledges receipt by email and (if provided) SMS with a reference number, assigns HR a task to draft a response, and closes the enquiry with an email containing HR's response.
Compensation Review Workflow
Manages proposed pay changes end-to-end: manager submits a proposal, HR reviews for consistency and equity, the increase is routed for executive or HR manager approval based on percentage size, and payroll implements approved changes — with status tracking and notifications throughout.
Disciplinary Action Workflow
Manages employee conduct/performance disciplinary cases end-to-end: intake and acknowledgement, HR assessment, employee response, HR decision with optional further-investigation and formal-action approval loops, and final closure notification.
Employee Bonus Approval Workflow
Manager submits a bonus recommendation, HR checks eligibility, then either executive or finance approval is routed based on amount/budget, and if approved payroll processes payment. Status is tracked throughout with manager notifications at each key stage.
Employee Information Change Workflow
Allows staff to submit requests to update personal records (name, address, phone, emergency contact, bank details, or other). HR verifies the request against the employee record, updates the record if verified, and the employee is notified at each stage until the request is completed or returned.
Employee Promotion Workflow
Captures a manager's promotion request, calculates the salary increase, routes it through HR eligibility review and tiered approval (HR manager or HR director based on increase size), and notifies the employee and manager of the outcome.
Employee Training Request Workflow
Captures employee training requests, routes them through manager approval and (for costs over $2,000) finance budget approval, notifies the employee at each stage, and has HR record completion evidence once the training is done.
Employee Transfer Workflow
Manages an employee's transfer to a new role or department: captures transfer details, gathers manager support, routes through HR (and Finance if compensation changes) approval, then executes system/payroll updates and handover before confirming the transfer.
Flexible Work Request Workflow
Handles employee requests for changed working arrangements: intake and acknowledgement, optional HR review for significant changes, manager review and decision, and notification of the outcome to the employee.
Job Offer Approval Workflow
Manages a job offer from recruiter submission through hiring manager and HR review, salary-range-based approval, offer delivery to the candidate, and final outcome recording — with revision loops and status tracking throughout.
Job Requisition Approval Workflow
Managers submit a job requisition (new or replacement role) which is acknowledged, reviewed by HR, and — once ready — approved by Finance and Senior Management before being handed to Recruitment. Rejections and revision requests are routed back appropriately.
Overtime Approval Workflow
Captures overtime requests before work is performed, routes them to the manager for approval or rejection, notifies the employee at each stage, collects actual hours worked after the fact via an external form, has payroll process the pay period, and marks the request completed.
Payroll Change Request Workflow
Captures employee payroll change requests (bank details, tax details, salary sacrifice, allowance, deduction, other), routes them through HR validation, payroll processing, and a post-pay-run verification loop, with status tracking and notifications throughout.
Performance Improvement Plan Workflow
Manages a Performance Improvement Plan from manager submission through HR review, employee acknowledgement, manager progress reviews (with extension loop), to a final outcome of successful completion, extension, or not-met with HR disciplinary follow-up.
Probation Review Workflow
Manages the end-of-probation review process: a manager submits a probation review, HR conducts a review, the manager records the outcome, and the workflow branches to confirm employment, extend probation, or end employment — updating the record, notifying stakeholders, and creating the necessary follow-up tasks at each stage.
Return to Work Workflow
Manages an employee's return to work after leave: intake form, HR/manager agreement on suitable duties and adjustments, employee sign-off with a discuss-further loop, manager check-ins with a not-yet-ready loop, and completion with file closure.
Subcontractor Compliance Onboarding Workflow
Collects subcontractor application details, runs a compliance officer review of licences and insurances (with an information-request loop for missing details), and on approval proceeds to a site induction task before marking the subcontractor Onboarded.
Timesheet and Job Labour Record Workflow
Workers submit weekly timesheets against jobs; a supervisor checks hours against the job, worker corrects if needed (up to 2 review cycles), and once approved payroll processes the timesheet through to completion.
Workplace Complaint and Investigation Workflow
Manages confidential intake, triage, investigation, and resolution of workplace complaints (bullying, harassment, discrimination, misconduct) with HR triage, investigator findings, HR manager approval of recommended actions, and reporter notifications at each closure point.
Frequently Asked Questions
What Human Resources workflow templates are included?
Human Resources includes templates for job requisitions, recruitment and hiring, candidate interviews, job offer approval, employee onboarding and offboarding, leave, timesheets, overtime and flexible work requests, performance reviews and improvement plans, promotions, compensation and bonus approvals, payroll and employee information changes, transfers, probation reviews, training requests, disciplinary action, return to work and workplace complaints.
Who are the Human Resources templates for?
They're designed for HR teams, people managers and payroll in organisations of any size. Employees and candidates take part through forms without needing an account, and managers approve or complete tasks in the workspace.
Can I change a HR template to suit my organisation?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, add a second approval for salaries above a threshold — or edit the steps in the workflow editor. Earlier versions are kept.