Library Workflows

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

50 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 TimeAn automated workflow that compares hours worked with scheduled hours and adjusts entitlement 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.
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.
Cycle Carryover LimitGreat for TOIL, automatically limits how much leave an employee can carry forward at the start of each month or a defined set of dates.
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.
Data Collection Task WorkflowPrompt employees to complete assigned screens or update their data through configurable, time-bound tasks.
Performance TimeIdentify early finishes and route Performance Time for approval with planner updates once approved.

Managing Library Workflows in Sense Automate

Guidance for administrators on finding, installing, deploying, and maintaining Library Workflows in Sense Automate.

Request & Authorisation Workflows

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

Performance Management Workflows

Simplify performance management with automated workflows, timely notifications, and collect peer feedback.

ATS Workflows

Automate actions like notifications and status updates to streamline your applicant tracking process.