Conditional routing
Route approvals based on amount, location, grade, department, request type or employee attribute.
People operations · Turn policy into an operating process
Automate the approvals that slow HR down.
Create structured, conditional workflows for employee changes, requests, letters, payroll inputs and cross-functional HR processes.
Illustrative product interaction Grounded in supported product behaviour
Workflow previewIllustrative interaction
DepartmentSales
LocationBengaluru
Tenure2.4 years
1Reporting managerApproved
2Finance reviewerCurrent owner
3HR policy reviewOnly on exception
Route selected: Manager → Finance
Why this matters to the Head of HR
A policy is only reliable when responsibilities, conditions, evidence and escalation paths are clear. Workflow automation turns HR intent into repeatable execution.
Use this page as a product-evaluation path: start with the operating problem, inspect the representative interaction, then verify the exact policy and output in the live product.
Workflow Automation capabilities
Designed around the full operating workflow.
Configure the module around your structures, policies, ownership and approval model—not a generic process diagram.
Multi-step approvals
Sequence manager, HR, Finance and leadership approvals with parallel or serial steps.
Service-level reminders
Notify owners before due dates and escalate overdue actions.
Forms and fields
Collect the information and supporting documents required for each process.
Effective-dated actions
Apply approved changes on the correct date and retain the decision history.
Workflow analytics
Identify bottlenecks, rework and ageing by process or owner.
Connected operating workflow
Follow the action from policy to owner to downstream result.
The exact screens differ by module, but the operating principle remains the same: the applicable rule, current owner, status, effective date and history stay visible.
Shorter approval cycles Less follow-up by HR Better policy adherence
Workflow Automation workflow
- Employee or HR initiates requestOwner, status and history remain visible.
- Rules determine routeOwner, status and history remain visible.
- Owners approve, reject or request informationOwner, status and history remain visible.
- Approved action updates the relevant recordOwner, status and history remain visible.
Product proof and boundaries
Evaluate the operating behaviour—not only the feature name.
These examples are illustrative product patterns grounded in the supported product material. Use the live product to validate the exact screen, policy and output required for your organisation.
Supported pattern
Conditional approval path
Show what triggers the route and who owns the next action.
Verify in demo
Employee or HR initiates request
Use a representative employee, workforce group and effective date. Follow the transaction through owner, status and downstream impact.
Current boundary
Scope honestly before committing.
Parallel approval is documented as any-one-of rather than all-of, and out-of-office approver delegation is not presented as current.
A working view, not a static report
Give the team clear status and exception signals.
The example measures below are illustrative. Definitions and thresholds should be configured around the operating cadence and evidence your team uses.
214Requests this month
1.9 daysAverage cycle time
17Overdue tasks
6High-friction workflows
Connected modules
View all modules Workflow Automation works better when its inputs and outputs stay connected.
Core HR
Centralise employee records, organisation structures, dated lifecycle changes and policy scope so downstream attendance, leave, payroll, performance and access decisions use the same governed foundation.
ExploreReimbursements & Loans
Let employees submit claims, request approved loans or advances, apply policy rules, route exceptions and prepare reimbursements or recoveries for payroll and finance workflows.
ExploreOnboarding & Offboarding
Collect pre-joiner information securely, coordinate role-based tasks and move the approved new joiner into the governed employee record without claiming a native ATS.
ExplorePeople Analytics
Bring headcount, movement, people cost, attendance, payroll, performance and HR service data into role-based dashboards with consistent definitions and explainable drill-down.
Explore
Questions about implementation
Bring this context into the demo Evaluate Workflow Automation in your policy context.
Use your actual workforce groups, approval paths and edge cases during product evaluation.
Can policies and approvals be configured for different locations or employee groups?
Yes. Rules can be segmented by entity, location, department, grade, employment type and other employee attributes, with role-based approvals and effective dates.
Can a non-technical HR administrator change a workflow?
Yes. The workflow builder is designed for authorised business administrators using rule-based configuration rather than code. Complex changes can be reviewed in a sandbox before publishing.
Explore Workflow Automation
See Workflow Automation configured around your organisation.
Bring one representative workflow or current process challenge. The demo will show the operating path, controls and connected outcomes.