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Reimbursement requests often slow to a crawl with scattered receipts and unclear approvals. This template brings everything into one smooth, automated flow. From the moment a claim is submitted, everyone—from line managers to finance—knows exactly what to do. It’s fast, consistent, and eliminates back-and-forth headaches.
Make your reimbursement workflow even smarter with a few strategic upgrades. Add automated policy checks using AI to flag out-of-policy claims before they reach approval.
Connect with expense tracking tools like Expensify or Zoho Expense to auto-fill claim details and match receipts. Integrate Slack or Microsoft Teams for real-time approval alerts, so managers never miss a step.
For finance, hook into your accounting system (like Xero or QuickBooks) to send approved claims straight into your books, ready for processing. You can even trigger automatic reminders for outstanding approvals or set up dashboards to track average processing time. It’s automation, but on another level.
Approving and tracking hardware or device requests can slow down productivity if handled manually. This equipment request workflow automates every stage—from form submission to decision-making. Employees fill out a quick form, managers get an automatic approval request, and updates are sent instantly based on the response. With built-in logic and email templates, there’s no need for chasing or manual updates. It's ideal for companies that want to reduce IT backlog and improve fulfilment speed.
Add a step for IT team validation to confirm technical compatibility or availability before fulfilment. You can also include a budget approval checkpoint if the requested equipment exceeds a predefined cost threshold, helping maintain financial oversight and avoid overspending.
It’s easy to lose touch with great candidates—especially those who’ve shown interest but didn’t find a match right away, or those you’d like to keep warm for future roles. This 30-day nurturing workflow helps you stay front of mind with timely, personalised communication that builds engagement over time. It’s fully customisable, integrates seamlessly with your recruitment tools, and works in the background so your team can focus on hiring without missing a beat.
Enhance your workflow by adding steps like a personalised message from a hiring manager, a survey to understand candidate preferences, or an invite to a virtual open house. You could also include a calendar link in your final email for easy follow-up scheduling.
This playful workflow shows how AI can add personality to everyday processes. A few simple details are all it needs to build and deliver a joke that feels human. By responding instantly and following up with relevant actions, it creates a light-hearted, thoughtful touchpoint that fits into onboarding, training, or engagement campaigns.
From lead capture at events to employee onboarding or product tours, this playful workflow boosts engagement and makes your brand memorable.
Try layering in company lookups based on email, posting jokes automatically to Slack for team-wide laughs, adding sentiment checks before delivery, or including a manager heads-up when a new team member completes the form.
Try it out for yourself. Submit your details and receive an AI joke.
Chasing down referees and manually reviewing responses takes time. This workflow automates every step—from requesting references and sending forms, to reviewing the answers and summarising them with AI. You’ll get consistent feedback, reduce bias, and identify top candidates faster. Seamless ATS integration and smart AI summaries help your team stay focused on hiring.
Add a condition to flag mixed responses for manual review before proceeding.
You could also set up a confidence scoring system where references below a certain threshold are routed for additional checks.
Introduce a follow-up step where Liam requests clarification from referees on vague or conflicting answers.
Additionally, include a cross-checking stage that compares referee answers with candidate self-assessments or manager feedback to detect inconsistencies.
Interview scheduling typically involves multiple steps, people and lots of email threads. This workflow template handles it all. From collecting available slots from hiring managers to prompting candidates to choose a time and sending automated invites and reminders, it eliminates friction from start to finish.
Enhance control and coordination by adding an approval step for final slot confirmation. This is especially useful when interviews involve multiple panel members, senior leaders or cross-functional stakeholders. It ensures everyone agrees on the selected time before the invite is sent, helping to avoid scheduling conflicts and last-minute changes.
Manually reviewing CVs and writing bespoke interview questions can be time-consuming—especially when hiring at scale. Our interview question automation workflow uses AI to generate, send, and score interview questions tailored to each candidate’s application.
By automating this critical step, hiring teams can focus on reviewing high-quality insights rather than crafting each question manually. Candidates benefit from a personalised experience that reflects their background and the job at hand, while recruiters gain consistent, unbiased data to make better decisions faster.
Add a second layer of review if AI scores fall into a mid-range band (e.g. 4–6) to ensure no strong candidates are overlooked due to unusual responses.
Travel requests often face delays due to inconsistent reviews and manual approvals. This workflow template solves that by automating decision-making with an AI agent that checks each request against your company’s travel policy. Whether it’s budget, risk level, or purpose, every trip is evaluated in seconds. In-policy requests are auto-approved, while flagged ones go to a manager. This speeds up the process, supports compliance, and reduces stress for all involved. Managers spend less time on routine tasks, and employees get approvals quicker—saving time and money.
Here are three powerful ways to improve your travel approval workflow:
Implementing this AI-powered travel approval workflow doesn’t just automate a manual process—it transforms how travel is managed across your organisation. Here’s why it’s worth adopting:
Incident reporting often involves emails, calls, or scattered documents, which makes it hard to ensure consistency, especially across locations. This template lets you unify the process: one form triggers the right workflow, AI classifies the incident, and the right people are alerted in real time. With automated investigation steps, documentation, and reporting, the entire process becomes transparent and traceable—helping you stay compliant and act fast when it matters most.
Additionally, if the severity is determined to be high or critical (which is the highest two levels on the severity scale which we fed to the AI via the prompt), the workflow will send a text message to designated receivers to immediately inform them of the high severity accident happening, so they’re informed just a minute after the incident is reported. In the example shown, the severity was ‘Moderate’ and thus the SMS action is not triggered but we can still see what the message would’ve looked like if the severity would’ve triggered the action via the condition being true.
The form itself is easily customisable, in this case we’re asking about root cause analysis and traceability to see if CAPA was created, or if not, a justification of why it wasn’t created for this case. The form has in-built conditions so depending on which option is selected, different fields will appear to capture additional information.
CAPA field, no selection:
CAPA field, “Yes” selected:
CAPA field, “No” selected:
Customise the AI prompt so it has your incident types, policy and severity scales. Ask it to generate additional outputs like data tagging to enable in-depth data analysis on each incident case.
Build in your communication protocols, make sure that appropriate stakeholders are informed at the right time (and immediately if required) through the right channels.
Adjust to accommodate different processes between teams or locations - e.g. have different branches and workflows for different incident types or locations.
A structured offboarding process is crucial for maintaining strong relationships, protecting employer branding, and preventing security risks. In fact, 76% of IT leaders consider offboarding a significant security threat due to the risk of former employees retaining access to sensitive company data (Torii). When handled well, offboarding can turn former employees into advocates for your company, ensuring they speak positively about their experience even after they leave.
This workflow template provides a structured approach to offboarding, ensuring all key steps are completed—from notifying HR and payroll to returning company assets and closing system access. By automating these processes, businesses reduce administrative burden, create a smoother transition, and foster goodwill with departing employees.
Consider using AI to determine the sentiment of departing employee feedback and inviting those with positive responses to leave a review on employer branding platforms like Glassdoor. You could also introduce a referral program for future hires or arrange a thoughtful leaving gift to maintain goodwill. These enhancements can further streamline offboarding and improve long-term employer branding.
With job postings attracting more applicants than ever, filtering through CVs manually isn't just slow—it's ineffective. Candidates are increasingly using AI to optimise their CVs and apply to more jobs at scale, making it even harder to identify the best talent. This AI-driven CV screening workflow automatically ranks candidates based on job-relevant criteria, reducing administrative effort and improving decision-making. It integrates with your applicant tracking system (ATS) to ensure a seamless recruitment experience while minimising bias in the process.
Try adjusting the ranking criteria based on role-specific needs, such as experience level or key competencies. You can also incorporate AI-driven weighting to prioritise essential skills or cultural fit. Additionally, refine the workflow to trigger different automation sequences based on candidate scores, ensuring a tailored selection process.
For candidates who score in the middle range, consider introducing a manual review step to ensure that promising applicants aren’t overlooked. This allows for a balanced approach, combining AI efficiency with human judgment where it matters most.
Easily manage working hours requests with an automated system that ensures ACAS compliance, speeds up approvals, and keeps everyone informed with instant notifications.
Depending on the nature of the request, additional approval steps can be introduced. For instance, working from home requests may require different form fields compared to adjustments to specific working hours. Approvals can be routed to a manager for review or automatically approved based on company policies, ensuring a smooth and compliant process.
Manually reviewing P45 documents often leads to inconsistent processing and unnecessary delays. AI automation doesn’t just replace manual checks; it enhances accuracy, speeds up decision-making, and ensures compliance. By leveraging AI, HR teams can focus on more strategic tasks instead of chasing paperwork. This workflow ensures that no document is overlooked, keeping payroll running smoothly while reducing admin burdens.
Try adding automated reminders for HR to review flagged P45s within a set timeframe.
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AI transforms the hiring request process by eliminating manual tasks and ensuring job descriptions are clear, structured, and aligned with company standards. By leveraging AI to generate job descriptions instantly, hiring managers can focus on selecting the best candidates rather than spending time drafting descriptions from scratch. Automated notifications and approval tracking ensure every step is completed efficiently, keeping everyone informed and reducing delays.
Consider adding an extra review step if the position requires budget approval or aligns with DEI hiring goals.
A strong employee experience is built on trust,transparency, and meaningful communication. Employees want to know that theirideas and concerns are valued and acted upon. This AI-powered suggestion boxworkflow ensures every submission is acknowledged, categorised, and prioritisedefficiently. By automating the process, HR teams can focus on impactful changeswhile employees stay engaged through real-time updates. No more lost feedbackor manual sorting—this workflow enhances participation, boosts morale, andcreates a culture of continuous improvement.
Hiring approvals can be complex, requiring multiple levels of validation, which can slow down time to hire and create bottlenecks for HR teams. This workflow template automates key steps to ensure a structured, compliant, and faster approval process. By reducing manual tasks and unnecessary delays, HR and TA professionals can focus more the candidate experience. Faster hiring approvals also mean managers get the resources they need sooner, keeping teams productive and reducing operational slowdowns.
Consider using AI to generate job descriptions based on role requirements, ensuring consistency and alignment with company standards while reducing manual effort.
Automatically generate company-branded job description documents for easy sharing with candidates.
Software requests often involve multiple approvals and communication steps, leading to delays and inefficiencies. Our workflow template streamlines the process by automating key steps, ensuring smooth coordination and reducing administrative burden. It also helps with employee onboarding by ensuring new hires gain timely access to the tools they need. The workflow integrates seamlessly with your existing systems, such as IT ticketing tools, HR platforms, and access management software, for a hassle-free experience.
Consider automating IT requests by integrating with your project management system. This allows employees to submit requests without needing to navigate complex tools like Jira or other IT systems. Once the task is completed, the workflow can trigger an automatic notification to confirm the software has been successfully set up.
You could also leverage AI to assess request. For instance, if an employee from a non-customer-facing department requests access to customer management software like Salesforce, AI can flag it for review before approval.
Salary adjustments can be time-consuming, with approvals, documentation, and multiple stakeholders involved. Our salary change workflow template simplifies it all, making sure each step is handled automatically and efficiently. Plus, it seamlessly integrates with your existing systems, such as e-signature platforms and payroll software, ensuring a smooth transition without disrupting your current processes.
Try adding an extra approval step by a senior manager if the salary change exceeds 10%.
Once employees submit a request, they shouldn't have to chase updates or wonder if it’s been seen. Our AI-powered HR helpdesk template ensures every enquiry is instantly categorised, prioritised, and sent to the right team. Whether it’s payroll, IT, or HR, requests are handled efficiently with automated updates keeping employees informed. By integrating seamlessly with existing systems, this template eliminates bottlenecks and ensures a smoother, frustration-free support experience.
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Consider adding more departments, such as Facilities or Legal, to expand your support coverage. You can also introduce automated resolution tracking with reminders and follow-ups to ensure timely responses.
Starting a new role can be daunting, but a well-structured onboarding process helps employees feel supported and engaged from day one. This workflow ensures that new hires have a go-to person who can answer questions, provide guidance, and introduce them to the company culture. By automating the process of assigning a buddy and scheduling check-ins, you create a more personal and welcoming experience without adding extra administrative burden.
Want to take it a step further? Here are a few ways to enhance your buddy program:
For more information, see our blog about the importance of a new hire buddy program: https://www.50skills.com/blog/how-to-build-a-new-hire-buddy-program
