Workflow templates

Procurement approval with finance review above a threshold.

1. Manager approval
2. Finance approval

Employee leave request approved by the line manager.

1. Manager approval

Expense claims with finance review for large amounts and a payment task.

1. Manager approval
2. Finance approval
3. Process payment

Two-stage internal payment authorisation with segregation of duties.

1. Department manager
2. Executive approval

Legal and management review run in parallel before sign-off.

1. Legal review
2. Management review

Prepare accounts, equipment and paperwork for a new joiner, with manager sign-off.

1. Create accounts and email
2. Issue equipment
3. Complete HR documentation
4. Line manager sign-off

Revoke access, recover assets and complete exit formalities.

1. Manager confirmation
2. Revoke system access
3. Recover assets
4. Process final pay and exit paperwork

Approve a new or replacement position before it is advertised.

1. Department head approval
2. HR and finance approval
3. Executive approval

Approve compensation before an offer is sent to a candidate.

1. Hiring manager
2. HR approval
3. Executive approval

Manager and department head sign off a completed performance review.

1. Manager sign-off
2. Department head sign-off

Approve course, conference or certification spend.

1. Manager approval
2. Learning budget approval

Line manager approval of overtime hours.

1. Manager approval

Approve travel plans and estimated cost, then book.

1. Manager approval
2. Finance approval
3. Book travel and accommodation

Approve working remotely for a period.

1. Manager approval

Promotion or pay adjustment with segregated approvals.

1. Department head approval
2. HR approval
3. Executive approval

Log, investigate and resolve a workplace grievance confidentially.

1. Investigate grievance
2. Resolution sign-off

Three-way approval of supplier invoices before payment.

1. Budget owner approval
2. Finance approval
3. Schedule payment

Request and approve departmental budget.

1. Department head approval
2. Finance approval
3. Executive approval

Small cash advances with manager approval and a disbursement task.

1. Manager approval
2. Disburse cash

Approve capital purchases with escalating sign-off.

1. Department head approval
2. Finance approval
3. Executive approval

Fraud-resistant change of a supplier's bank account with segregated approvals.

1. Procurement verification
2. Finance approval
3. Update supplier record

Approve customer refunds with extra review for large amounts.

1. Manager approval
2. Finance approval
3. Process refund

Approve and issue purchase orders.

1. Manager approval
2. Procurement approval
3. Issue purchase order

Due diligence and approval before a supplier is added.

1. Carry out due diligence
2. Compliance approval
3. Executive approval

Decide whether to renew, renegotiate or end a supplier contract.

1. Contract owner
2. Legal review
3. Executive approval

Select a supplier from competitive quotes.

1. Procurement committee
2. Department head

Grant access to systems, with security review for sensitive ones.

1. Manager approval
2. Security approval
3. Grant access

Request laptops, phones and peripherals.

1. Manager approval
2. Procure and issue

Approve and provision software licences.

1. Manager approval
2. IT approval
3. Provision licences

Change advisory approval and implementation of a production change.

1. Change advisory board
2. Executive approval
3. Implement change
4. Verify and close

Triage, resolve and close an IT incident.

1. Triage incident
2. Resolve incident
3. Closure approval

Legal, management and executive review of contracts.

1. Legal review
2. Management approval
3. Executive signature approval

Prepare and issue a non-disclosure agreement.

1. Legal approval
2. Prepare and send NDA

Approve a justified, time-limited exception to a policy.

1. Manager approval
2. Compliance approval
3. Executive approval

Report, assess and close a risk or compliance event.

1. Assess incident
2. Compliance closure
3. Executive review

Report a facility issue and track the repair.

1. Manager approval
2. Carry out maintenance

Request company assets such as furniture or tools.

1. Manager approval
2. Allocate asset

Book a company vehicle.

1. Manager approval
2. Allocate vehicle and driver

Pre-register visitors and issue passes.

1. Host manager
2. Issue visitor pass

Record, investigate and sign off a workplace safety incident.

1. Investigate incident
2. Safety officer sign-off
3. Executive review

Escalating approval of customer discounts.

1. Sales manager approval
2. Commercial approval
3. Executive approval

Approve non-standard quotes before they are sent.

1. Sales manager approval
2. Finance and legal approval

Verify identity and risk before activating a customer.

1. Verify documents
2. Compliance approval
3. Senior approval

Investigate and resolve a customer complaint.

1. Investigate complaint
2. Manager resolution approval

Brand and legal review of marketing content before publishing.

1. Marketing manager
2. Brand and legal review

Approve marketing campaign spend.

1. Department head
2. Finance approval

Approve a new project and its budget.

1. Department head
2. PMO review
3. Executive approval

Executive decision on a strategic initiative.

1. Strategy review
2. Executive decision