Human Resources Workflow Templates

Onboarding Process Template

Streamline the contact between the new employee and the company.

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Employee Training Template

It includes scheduling, tracking and follow up survey.

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PTO Request Process Template

Automate PTO request, approvals, communications and more.

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Employee Evaluation Template

Streamline evaluation forms, interview scheduling, manager feedback and more.

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Finance Workflow Templates

Purchase Requisition (B) Template

This template helps you to streamline the purchase request approval.

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Purchase Requisition (Ad) Template

Automate the process to obtain items that require several approval levels.

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Travel Reimbursement Template

It allows to request and track reimbursements for travel expenses.

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Purchase Approval Template

Automate coordination between departments to obtain items/services.

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Accounts Payable Template

Automate the coordination of payments for items or services.

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Work Expense Reimbursement Template

Automate the entire process of requesting a work expense reimbursement.

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Vendor Management Templates

Vendor Onboarding Template

This template helps you to gather and store information from new vendors.

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Request for Payment Details Template

This template automates the process of obtaining bank details for payment.

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Vendor Information Form Template

Use this template to automate requests from new vendors.

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Order Management (RFP) Process Template

This template helps you to automate the full RFP process.

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Supplier Agreement Process Template

Generate agreements, confirm purchase details and share contracts.

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