HomeUse cases
36 examples from practice

Three areas of use.
And all of it is freely buildable.

From simply passing on a sick note to a return-to-work process across eight steps and three systems. This library shows what is already running today, and that the complicated cases are covered too.

The three areas

Where automation
achieves the most.

Every HR process belongs to one of these three areas. We almost always start with the first one, because that is where the leverage is greatest.

The library

36 workflows.
From simple to genuinely complex.

Three examples per category: one to start with, one with conditions and approvals, one with branches, deadlines and several systems.

Everything here is an example. No workflow is a fixed template, every one is assembled in the builder and can be changed, extended or rebuilt from scratch. Including anything that is not listed here.

Operational support

The journey through the company

From the first application received to the deletion deadline after offboarding.

Recruiting

Three examples: simple, medium, complexAll about recruiting →
A few steps, ready straight awaySimple

Applications land in the right place

TriggerArrival through a job board or the careers page

Record the applicationAssign it to a roleAcknowledgement of receiptInform the department

No application is left lying around, each one is assigned within minutes.

With conditions and approvalsMedium

Rejections without a second thought

TriggerStatus change in the applicant system

Check the statusChoose the text blockSend the rejectionSet the deletion deadlineOffer the talent pool

Legally sound rejections with a deletion deadline, even with 200 applications per role.

Branches, deadlines, several systemsComplex

Run a multi-stage selection process

TriggerAn application reaches the second round

Put the panel togetherMatch dates through the calendarDistribute the documentsCollect the assessment formsEscalate when there is disagreementDocument the decision

A selection process across several rounds, sites and panels, documented so it can be traced.

Onboarding

Three examples: simple, medium, complexAll about onboarding →
A few steps, ready straight awaySimple

Trigger the welcome pack

TriggerContract signed

Send the welcome emailCreate portal accessProvide the first information

The new colleague does not hear nothing for weeks.

With conditions and approvalsMedium

Prepare onboarding in full

TriggerOffer accepted in the applicant system

Create the employee fileGenerate the payroll recordCreate the user accountsOrder the equipmentShare the induction plan

On the first day everything is there, without anyone working through a checklist.

Branches, deadlines, several systemsComplex

Group-wide onboarding across legal entities

TriggerA start in one of several legal entities

Identify the entity and the collective agreementChoose the matching set of contractsAssign the cost centreCheck country-specific obligationsInvolve the works councilUpdate the group directoryLog the deviations

One workflow for twelve legal entities, three countries and four collective agreements, including local mandatory details.

Employee records & changes

Three examples: simple, medium, complexAll about employee records →
A few steps, ready straight awaySimple

Apply a change of address everywhere

TriggerA change in self-service

Check the changeWrite it to the HR systemHand it to payroll

One entry instead of four, and payroll is right in the next run.

With conditions and approvalsMedium

Contract change with approval

TriggerA manager requests a change

Record the requestCheck the budgetObtain approvalGenerate the addendumUpdate it in every system

Salary changes run on the four-eyes principle and without a collection list.

Branches, deadlines, several systemsComplex

Restructuring a whole department

TriggerAn organisational change on a set date

Identify who is affectedWork out the new assignmentRewrite the cost centresAdjust the reporting linesBring access rights into lineTake the effective date into accountCheck country-specific reporting dutiesInform the employeesArchive the previous state

Forty changes on the same date, in six systems and two countries, with no night shift.

Time and attendance

Three examples: simple, medium, complexAll about time and attendance →
A few steps, ready straight awaySimple

Pass on a sick note

TriggerA report in self-service or by phone

Record the absenceInform the managerHand it to time and attendance

The sick note is known everywhere before the call has ended.

With conditions and approvalsMedium

Keep an eye on continued pay

TriggerThe illness continues

Count the daysWatch the six-week deadlineSwitch the pay typeCalculate the sick pay supplementWarn the HR team

The switch to statutory sick pay happens automatically, not three weeks too late.

Branches, deadlines, several systemsComplex

Shift planning with supplements and collective agreements

TriggerMonth end in time and attendance

Fetch the actual hoursCalculate supplements under the agreementSeparate night work and public holiday workDistinguish standby from on-callCheck maximum working hoursCarry the balances overPut deviations forward for approval

Collectively agreed supplement rules across several shift models, checked and evidenced.

Payroll

Three examples: simple, medium, complexAll about payroll →
A few steps, ready straight awaySimple

Payslips into the employee file

TriggerThe payroll run has finished

Fetch the documentAssign it to the personFile it in the record

No sending by email, no filing by hand.

With conditions and approvalsMedium

Preparing the payroll run

TriggerThe cut-off before the run

Check joiners and leaversHand over the changesReconcile the absencesLoad the one-off paymentsReport completeness

Payroll starts with complete data instead of a list of queries.

Branches, deadlines, several systemsComplex

Retrospective calculation over several months

TriggerA backdated contract change

Determine the period affectedSave the old valuesCalculate the differences month by monthReassess social insuranceCheck the tax treatmentGenerate the correction returnsDocument the result

Retrospective calculations over six months, traceable down to the individual pay type.

Training

Three examples: simple, medium, complexAll about training →
A few steps, ready straight awaySimple

Book a course and record it

TriggerA registration by an employee

Record the registrationInform the managerPut the date in the calendar

Registrations no longer end up in an inbox.

With conditions and approvalsMedium

Monitor mandatory briefings

TriggerAn annual cycle

Identify who is dueSend the invitationCheck attendanceSend a reminder if nobody comesFile the evidence in the record

Briefings are evidenced without gaps, even two years later.

Branches, deadlines, several systemsComplex

Keep the skills matrix up to date

TriggerA certificate expires or a role changes

Check the required qualifications per roleSpot expiring evidenceSuggest a replacement qualificationBook the courseBlock scheduling when evidence is missingGenerate the audit report

No deployment without valid evidence, checked automatically and documented for audit.

Analytics and reporting

Numbers you can rely on

As soon as the data fits together, reports turn into management.

Reporting & metrics

Three examples: simple, medium, complexAll about reporting →
A few steps, ready straight awaySimple

Headcount on the first of the month

TriggerThe first working day of the month

Determine the headcountCount joiners and leaversSend the report

The board gets the number without having to ask for it.

With conditions and approvalsMedium

Turnover and cost per hire

TriggerEnd of quarter

Fetch the data from recruitingAssign the cost per channelOffset the leaversCalculate the metricsSave the report as a file

Metrics from four systems, without anyone opening Excel.

Branches, deadlines, several systemsComplex

A staff cost forecast for planning

TriggerThe planning round in autumn

Fetch the actual costs per cost centreFactor in pay risesAllow for planned joiners and leaversConvert the currenciesCalculate the scenariosShow the variance against last yearHand it to finance

A dependable forecast across every legal entity, even with several currencies.

Incidents & special cases

Three examples: simple, medium, complexAll about incidents →
A few steps, ready straight awaySimple

Report an accident at work

TriggerA report from a manager

Record the incidentInform the safety officerSet the reporting deadline

The statutory reporting deadline is no longer missed.

With conditions and approvalsMedium

Document a written warning

TriggerA formal meeting has taken place

Record the factsFill in the templateObtain approvalDocument the deliverySet a follow-up date

Complete documentation that holds up in court.

Branches, deadlines, several systemsComplex

Support a long-term illness

TriggerSix weeks of absence reached

Spot the deadlineOffer a return-to-work processDocument the invitationWait for the response and log itSchedule the meetingsRecord the measuresMap the phased return to workFile it separately in line with data protection

The legally required procedure, cleanly documented and stored separately.

Offboarding

Three examples: simple, medium, complexAll about offboarding →
A few steps, ready straight awaySimple

Announce a departure

TriggerA resignation has been recorded

Set the leaving dateHave the manager confirm itInform the team

Nobody hears about a departure through the grapevine.

With conditions and approvalsMedium

Close access securely

TriggerThe last working day

Block the accountsWithdraw the permissionsReclaim the equipmentSign off keys and pass

No active access is left behind, evidenced as at the cut-off date.

Branches, deadlines, several systemsComplex

Offboarding with final pay and archiving

TriggerA departure with outstanding entitlements

Calculate the remaining leaveSettle the time balancesAccount for benefits in kindStart the final pay runCreate and approve the referenceSend the certificatesMove the file into retentionSet the deletion deadlines

From the last working day to the deletion deadline, one workflow, nothing forgotten.

Analysis & forecasting

Three examples: simple, medium, complexAll about analysis →
A few steps, ready straight awaySimple

Birthday and anniversary list

TriggerThe start of the month

Analyse the employee recordsGenerate the listSend it to the managers

No anniversary is forgotten again, and nobody has to maintain a list.

With conditions and approvalsMedium

Age structure and succession needs

TriggerA half-yearly analysis

Calculate the age spread per areaProject the retirementsMark the key positionsReport to the heads of department

Succession needs are on the table before anyone resigns.

Branches, deadlines, several systemsComplex

An early warning system for turnover

TriggerA weekly run across every legal entity

Collect signals from several systemsNormalise the values per countryCalculate the variance against last yearMark the areas that stand outCheck the data protection limit, no individual assessmentGenerate the aggregated reportEscalate when a threshold is reached

Spot turnover risks at department level, across countries and without individual profiles.

Data migration

When the landscape changes

System changes and acquisitions, without losing the history.

System change

Three examples: simple, medium, complexAll about system changes →
A few steps, ready straight awaySimple

Move employee records into the new system

TriggerA decision for a new HR system

Read the data from the old systemMap the fieldsWrite it to the new system

The base records are in the new system, with no retyping.

With conditions and approvalsMedium

Take the history and documents with you

TriggerA migration in preparation

Export the contract historyAssign the documents to each personCreate the filing structure in the target systemCheck for completenessLog the deviations

The past moves too, not only the current state.

Branches, deadlines, several systemsComplex

Parallel operation across several countries

TriggerA staged switchover, three countries, different legal positions

Prioritise countries and legal entitiesBuild the field mapping per countryAllow for legal particularitiesKeep both systems in stepReconcile changes during parallel operationSpot conflicts and report themApprove the switch-off country by countryGenerate the migration log for internal audit

A system change in stages, without the data drifting apart in between.

Merging & clean-up

Three examples: simple, medium, complexAll about merging →
A few steps, ready straight awaySimple

Find duplicates

TriggerA suspicion of duplicate records

Compare the recordsList the matchesPut them forward for review

Duplicate employee files become visible before they cause damage.

With conditions and approvalsMedium

Merge two workforces

TriggerAn acquisition or a merger

Align the personnel numbersMerge the duplicatesReassign the cost centresUnify the management structureArchive the old records

Two sets of records become one, traceably, with the history preserved.

Branches, deadlines, several systemsComplex

Consolidate an international landscape

TriggerTwelve legal entities, seven systems, five countries

Record the systems and their dataDefine the leading system per data objectReconcile the field catalogues of each countryUnify formats and codesPreserve local mandatory fieldsResolve conflicts by the rule setRespect the data protection limits of each countryHave the result approved per legal entityGenerate complete migration documentation

Seven home-grown systems in five countries become one dependable set of data.

Your own workflow

Everything here is an example, what gets built is what you need

No results for this selection. Reset the filter or ask us about your workflow.

The real proof

Anyone can do simple.
It is the exceptions that count.

A workflow that only knows the normal case is of little help, because the time goes on the exceptions. That is why the builder can do everything a real process needs.

BranchesIf part-time, then differently from full-time. If agreement A, then a different supplement from agreement B. Nested as deeply as you like.
Deadlines and follow-upsSix weeks of continued pay, the end of a probation period, expiring certificates. The workflow waits and gets in touch by itself.
Approvals and escalationThe four-eyes principle, deputy rules, a reminder after three days, escalation to the next level.
Several legal entitiesDifferent collective agreements, countries and cost centres in one workflow, with the assignment happening automatically.
Backdated changesEffective dates in the past, recalculation of the months affected, correction returns.
Exceptions and special casesIf a step fails, it runs again. Only if the error persists does the workflow get in touch, naming the point where it stopped.
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