Human Resources Workflow Templates
Onboarding Process Template
Streamline the contact between the new employee and the company.
Employee Evaluation Template
Streamline evaluation forms, interview scheduling, manager feedback and more.
Finance Workflow Templates
Purchase Requisition (B) Template
This template helps you to streamline the purchase request approval.
Purchase Requisition (Ad) Template
Automate the process to obtain items that require several approval levels.
Travel Reimbursement Template
It allows to request and track reimbursements for travel expenses.
Purchase Approval Template
Automate coordination between departments to obtain items/services.
Work Expense Reimbursement Template
Automate the entire process of requesting a work expense reimbursement.
Vendor Management Templates
Vendor Onboarding Template
This template helps you to gather and store information from new vendors.
Request for Payment Details Template
This template automates the process of obtaining bank details for payment.
Vendor Information Form Template
Use this template to automate requests from new vendors.
Order Management (RFP) Process Template
This template helps you to automate the full RFP process.
Supplier Agreement Process Template
Generate agreements, confirm purchase details and share contracts.