Stop shuffling paperwork and chasing approvals. Leverage automated workflows to reduce administrative burden, boost efficiency, and improve data accuracy.
Automation and Workflow Software
Automate routine tasks and reclaim your time.
How Workflows Help HR
Simplify Manual Tasks, On Your Terms
Use ready-made workflows for common tasks, like offboarding, position changes, or rate changes. Or create custom templates.
Use Customizable Triggers for Robust Automation
Dynamic, adaptable filters can determine who's included in workflows based on demographic criteria like work location or position. Easy-to-apply rules can refine who participates and when — for example assigning trainings to newly promoted managers.
Empower Managers to Collect Information From Their Teams
Flexible permissions mean that HR isn’t the only group that can create, launch, and monitor workflows.
Minimize Compliance Uncertainty
Forget the hassle of sourcing and updating compliance forms. Tap into a library of templates that are always in line with the latest regulations.
Track and Manage Status
Robust reporting and dashboards provide easy visibility into workflow progress so you can see where there’s a hold-up, send nudges for task completion, or rescind a workflow.
How Workflows Help Finance
Streamline Approvals
Automate invoice approvals, spend requests, vendor onboarding, card issuance, and more. Use pre-built workflows or customize your own to match internal controls and audit requirements.
Advanced Workflows to Meet Your Needs
Configure multi-step approvals based on department, spend thresholds, or vendor type. Ensure the right eyes are on every transaction — from PO creation to final payment — and reduce the risk of fraud or errors.
Optimize Compliance Processes
Tap into a library of finance-compliant forms that stay up to date with regulations. Automate W-9 collection, PO creation, and audit trails with built-in documentation at every step, all synced to the ERP.
Gain Real-Time Visibility Into Spend and Approvals
Spend analytics track spend requests, approvals, and transactions across every workflow - helping finance teams spot bottlenecks, monitor budget adherence, and close the books faster with cleaner, audit-ready data.
Simplify Common Processes with Actions Like...
Employee Offboarding
- Assign a fillable resignation form
for the employee to sign
- Launch an exit survey based on
termination change reason
- Include a conditional rule for
California voluntary terminations,
notifying the Payroll Administrator to
create a final payout
Position Changes or Transfers
- Require a signed job description
- Change supervisor assignment
- Automatically assign role-specific training
Compensation Changes
- If pay rate adjustment is less than 5%, route to supervisor for approval
- If pay rate is greater than 5%, require director approval
- If work location is CA, NY, or CT, assign a wage change notice from the compliance form library
Skill & Certification Collection
- System monitors employees’ certification expiry
- Set reminders for a timeframe you determine to ensure renewal
- Employee uploads proof of renewed certification, which is added to their record
New Hire Immersion
- Request t-shirt size to send employee welcome swag
- Collect signature acknowledging review of employee handbook
- Assign training bundle based on employee’s department
Spend Approvals
- Automatically apply spend policies before a single dollar is committed — reducing risk and ensuring compliance
- Route approval requests through multi-stakeholder workflows including budget owners, Finance, IT, and Procurement
- Flag out-of-policy or over-budget requests for additional scrutiny, and require justification before approval
Vendor Onboarding
- Assign a fillable W-9 form for vendors to complete, extracted by AI and validated with the IRS or 100 other government agencies
- Route through Legal, IT, and Finance for automated approval
- Apply conditional rules to flag high-risk or new vendors for additional review and documentation
Benefits Administration,
Payroll
Article
March 20, 2023
FAQs
Workflows in HR are the sets of common, repeatable tasks that are part of larger HR processes. For example, sending a new hire the form to submit their drivers’ license information is a workflow within the larger process of document collection during onboarding.
Workflows in Finance are sets of repeatable, approval-driven tasks that support core finance operations. For example, routing a spend request through manager and finance approvals before issuing a virtual card is a workflow within the larger process of spend management and financial control.