Sense Automate
85 articles
Standard Workflows
Pre-installed standard workflows available from the Team tier and above.
Standard Expense Authorisation WorkflowThe default approval workflow, sending all employee requests to their manager for authorisation, and admins depending on the expense amount.
Standard Event Authorisation WorkflowThe default approval workflow, sending all employee requests to their manager for authorisation.
Onboarding WorkflowAutomatically notifies admins and assigns a checklist to streamline and standardise the employee onboarding process.
Offboarding WorkflowAutomatically notifies admins and assigns a checklist to streamline and standardise the employee offboarding process.
Return to Work WorkflowA simple, step-by-step return to work process for employees and managers following sickness.
System Standard Mobile AppsPre-installed mobile apps available from the Team tier and above.
Library Workflows
A collection of optional workflows ready to activate for Elite tier and above.
Onboarding Workflow (Employee Profile Tasks)A seamless onboarding experience guiding new employees to complete essential profile information directly from their task list.
Reminder WorkflowsStay on top of key employee dates with automated reminders sent via email and To-dos
Notification WorkflowsGet notified when key events occur or receive regular summaries of activity through dedicated workflows
Late Clock-In & Missed Clock-Out WorkflowA workflow that alerts both the employee and their manager when a clock in or out entry is missed
Activate Access Roles ManagementEnable advanced permission controls with Access Roles Management, giving you full flexibility of who can see and do what in your HR system.
Library Mobile AppsA list of constantly growing mobile apps, ready to activate for Elite tier and above.
Absence Scheme NotificationAutomated notifications when employees hit absence thresholds
Mobile OnboardingAllow users to use the Sense mobile app without completing the normal web registration process.
Flexi Time (TOIL)An automated workflow that compares hours worked with scheduled hours and adjusts TOIL balances fairly and transparently.
Custom Onboarding ChecklistAutomatically send tailored onboarding checklists to new starters, their managers, and the HR team.
Custom Offboarding ChecklistAutomatically send tailored offboarding checklists to future leavers, their managers, and the HR team.
Buy/Sell HolidaysA streamlined workflow that automates holiday buy/sell requests, reminders, and entitlement updates for accurate, reportable HR records.
Fit Note After 7 DaysTriggers employee and manager reminders for a fit note only when a fit-note-required sickness lasts more than seven consecutive days.
Return to Work (Employee, Manager & Admin sign off)Customisable return to work form, triggering tasks to Employees then Managers, with a final sign off step from HR.
Return to Work (Employee & Admin sign off)Customisable return to work form, triggering tasks to Employees first, then a final sign off step from HR.
Return to Work - Delayed TriggerDelays the RTW task and email until the first suitable working day with no active sickness.
Return to Work - Delayed (Employee, Manager & Admin sign off)Customisable return to work form, delays triggering tasks to Employees until the first suitable working day with no active sickness, then Managers, with a final sign off step from HR.
Timesheet Accrual HoursTimesheet hours accrue 12.07% toward the employee’s holiday entitlement.
Daily Attendance EmailAutomatically emails admins each morning with a clear list of staff who are away or have not clocked in.
Verify Attendance WorkflowAllows managers to review and verify manually entered employee attendance for a specific day.
Employee Attendance OverviewSends employees a summary of their attendance for the previous week, helping them quickly review and verify their records.
Overtime AdjustmentsAutomatically flag and route overtime for manager approval with seamless planner updates once approved.
Monthly Carryover CapGreat for TOIL, automatically limits how much leave an employee can carry forward at the start of each month.
Entitlement Carryover ExpiryAutomatically expire any untaken carryover from last year on a given date
Set up SSO invitations using Microsoft or Google SSO workflowsInstall and deploy a Single Sign-On workflow with Sense Automate so employees can be invited to sign in to Sense using their work Microsoft or Google account.
Managing Library Workflows in Sense AutomateGuidance for administrators on finding, installing, deploying, and maintaining Library Workflows in Sense Automate.4 articles
Request & Authorisation WorkflowsSet up approval rules for events, expenses, timesheets, and TOIL that differ from the standard process.16 articles
Performance Management WorkflowsSimplify performance management with automated workflows, timely notifications, and collect peer feedback.8 articles
ATS WorkflowsAutomate actions like notifications and status updates to streamline your applicant tracking process.2 articles
Custom Workflow Templates
Custom workflows that must be tailored before deployment, available on the Enterprise tier.
Scheduled Screen TaskAutomatically sends a task of a selected screen to employees, at a scheduled time, for review and completion.
ATS - Vacancy Request & ApprovalDefine vacancy approvers with the Enterprise package
Integrations - XeroThis article will provide steps and guidance for creating a XERO payroll integration with your Sense HR
Integrations - Google CalendarThis article provides the PDF instructional guide to provide to your IT team for setting up a google calendar integration with SenseHR.
Integrations - Outlook CalendarThis article includes a document that you can share with your IT team to setup the integration of SenseHR with Outlook calendars.
Integrations - HirefulThis article provides information and instructions on how to enable the Hireful Integration
Integrations - Improve OnlineThis article provides information and instructions on how to setup the Improve Online Integration.
Integrations - SlackThis article details the steps involved with integrating Sense and Slack.
Integrations - ChronicleThis article provides information and instructions on how to setup the Chronicle Integration.
Integrations – Sage 50 PayrollThis article provides information and instructions on how to enable the Sense 50 payroll Integration
Integrations - Microsoft SharepointAutomatically push documents from Sense HR to your SharePoint folders as soon as they’re added to an employee record.
Integrations - RotaCloudA real-time integration linking Sense HR and RotaCloud, ensuring live updates of employee planner events and core data.
Service Connectors
Service connectors enable integration with external platforms by providing secure access to their data and functionality
Service connectors: Overview (Admin)Understand what service connectors are, how they work through Sense Automate, and how they connect Sense Workplace products with external services.
Add and authorise a service connector in Sense Automate (Admin)Connect an external service to Sense Automate so workflows can use it securely
Xero Service ConnectorConnect your Sense HR workflows to Xero for seamless payroll data integration and real-time employee sync.
TrustID Service ConnectorConnect your HR workflows with TrustID to securely create guest links and receive identity verification results.
Slack Service ConnectorStay on top of important updates by automatically announcing key information from SenseHR through Slack notifications.
Sage Service ConnectorConnect your HR and finance workflows with Sage 50 Accounts to automate real-time financial data exchange and cost centre management.
RotaCloud Service ConnectorConnect your HR workflows with RotaCloud to manage staff scheduling, attendance, and leave for shift-based teams.
PayCaptain Service ConnectorEasily connect your HR workflows to PayCaptain to automate payroll processes and securely sync employee data.
Papershift Service ConnectorConnect your HR workflows with Papershift to streamline staff scheduling, attendance, and leave management.
Microsoft Service ConnectorConnect Microsoft data, automate workflows, and easily push documents from Sense HR to SharePoint.
Google Service ConnectorIntegrate SenseHR with Google Services to streamline workflows and boost productivity.
Chronicle Online Service ConnectorConnect your HR workflows with Chronicle Online to automate attendance tracking, staff scheduling, and employee data management.