Employee Performance Review & Evaluation Workflow
**Estimated Time:** 2-3 weeks | **Difficulty:** Intermediate | **Team Size:** 3-5 people (HR, managers, executives) A s...
9 steps
4 fields
Human Resources appraisals
Human Resources templates
Workflow templates designed for the Human Resources industry. Each template is ready to use and customize for your specific needs.
Employee Vacation & Leave Request Form
Estimated Time: 2-3 minutes Best For: All employees requesting time off Approval: Routes to direct manager automatically...
1 steps
11 fields
1 automations
Human Resources requests
Exit Interview Form
EMPLOYEE EXIT INTERVIEW PURPOSE: The intent of this Exit Interview is to ensure that any employee is informed of his/he...
6 steps
25 fields
Human Resources Interview
Extended Leave & Sabbatical Request Workflow
Estimated Time: 3-5 business days Difficulty: Medium Team Size: 4-6 people (employee, manager, HR, executive) A compreh...
6 steps
1 fields
5 automations
Human Resources requests
HR Job Requisition & Position Request Form
Estimated Time: 10-15 minutes Difficulty: Easy Team Size: 1-3 (Hiring Manager, HR, Finance) Streamline your hiring proc...
5 steps
14 fields
1 automations
Human Resources HR
Background Checks
Run this Tallyfy template every time you need to conduct pre-employment screening. It guides you through obtaining conse...
7 steps
3 fields
1 automations
Human Resources investigation
Disciplinary Action
Run this process every time you want to open a disciplinary action against an employee...
7 steps
4 fields
Human Resources investigation
Employee Benefits Enrollment
Use this Tallyfy template when a new employee joins or during annual open enrollment. It walks you through setting up be...
7 steps
4 fields
1 automations
Human Resources benefits
Employee Compensation Adjustment
Time to complete: 3-5 business days | Difficulty: Medium | Best for: HR managers, department heads, and compensation ana...
6 steps
4 fields
1 automations
Human Resources compensation
Filing Workers Compensation
Run this process everytime you want to give a basic structure for a "Filing Workers Compensation" Subject to employees...
8 steps
Human Resources compensation
Incentives and Bonuses
Run this process everytime you want to give a basic structure for a "Incentives & Bonuses" Subject to employees...
7 steps
Human Resources reviews
Interview process
Run this process every time you want to start an interview process...
11 steps
3 fields
Human Resources hiring
Manager Reviews
Run this process every time you want to write a manager review...
6 steps
4 fields
Human Resources reviews
Travel Request Form
Business travel approvals without the email chains. Submit, get approved, book your trip. Finance sees costs upfront, ma...
2 steps
8 fields
1 automations
Finance Human Resources
Workplace Harassment Prevention Policy & Training
Purpose: Complete harassment prevention and investigation workflow for HR and legal compliance teams. What this templat...
9 steps
2 fields
Human Resources investigation
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