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 thoroug...
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) Simplify your hiring proces...
5 steps
14 fields
1 automations
Human Resources HR
AI Employee Training Program
This template walks your team through a structured AI training program - from gauging where everyone's starting from to ...
11 steps
Information Technology Human Resources AI training
AI for HR - Recruitment Screening Procedure
Use this procedure to run your recruitment screening with AI tools. It walks you through setting up your criteria, runni...
10 steps
Human Resources AI Operations
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
A disciplinary procedure is a structured way to address employee conduct or performance issues while keeping things fair...
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
When someone on your team gets hurt at work, there's a lot to handle - and it's easy to miss something when everyone's s...
8 steps
Human Resources compensation
Incentives and Bonuses
Use this when you're setting up or reviewing your team's incentive and bonus programs. It'll walk you through defining w...
7 steps
Human Resources reviews
Interview process
Use this process when you're hiring for any role. It walks your team through every stage - from writing the job descript...
11 steps
3 fields
Human Resources hiring
Manager Reviews
Run this whenever you're ready 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 requests
Workplace Harassment Prevention Policy & Training
Purpose: This template walks your HR and legal compliance teams through a full workplace discipline and harassment preve...
10 steps
2 fields
Human Resources investigation
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