Skip to main content

Library Workflows

A collection of optional workflows ready to activate for Elite tier and above.

55 articles
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.

Request & Authorisation Workflows

Set up approval rules for events, expenses, timesheets, and TOIL that differ from the standard process.

Custom Screen Approval (Admin Authorisation)Create a custom screen that requires an approval from HR Admins when an employee submits a new record
Custom Screen Approval (Manager Authorisation)Create a custom screen that requires an approval from the manager when an employee submits a new record
Event Authorisation Workflow - Dual Approval (Manager & Admins)Enable two-step approval for event requests, going to the managers first then admins.
Event Authorisation Workflow - Dual Approval (Primary approver & Manager)Enable two-step approval for event requests, going to a specified primary approver and then to managers
Event Authorisation Workflow - Dual Approval (Manager & Secondary approver)Enable two-step approval for event requests, going to the managers first then to another specified person.
Event Authorisation Workflow - Reroute ApproverSpecify an Event Approver to redirect approval requests to the designated individual, bypassing the Line Manager.
Event Authorisation Workflow - Backup ApproverEnsure requests are not delayed by assigning a secondary approver alongside the Line Manager. Can be approved by either one.
Expense Authorisation - Backup ApproverEnsure requests are not delayed by assigning a secondary approver alongside the Line Manager. Can be approved by either one.
Expense Authorisation - Managers onlyDirect all expense requests to Managers
Expense Authorisation - Admins onlyDirect all expense requests to Admins
Expense Authorisation - Dual Approval (Manager & Secondary Approver)Enable two-step approval for expense requests, going to the managers first then to another specified person.
TOIL Request WorkflowsLog and track overtime with TOIL request workflows that update entitlements upon manager approval
Timesheet Request WorkflowEmpower employees to submit hours worked while keeping approvals quick and transparent.
Custom Expense Requests (Admin Approval)A customisable, web-based expense request workflow, separate to our AI expense feature.
Custom Expense Requests (Manager Approval)A customisable, web-based expense request workflow, separate to our AI expense feature.
Expense Authorisation - Dual Approval (Manager & Admin)Enable two-step approval for expense requests, going to the managers first then to admins for final approval.