How are HR guides different from HR templates?
Guides help decide fields, approvals, owners, due dates, evidence, and handoffs. Templates provide the Jodoo workflow once the process needs are clear.
HR Employee Request Guides
Plan employee requests, onboarding, leave, equipment, access setup, policy acknowledgement, training, and HR follow-up workflows with clearer ownership and status.
Choose by employee workflow
Start with the HR handoff that creates the most follow-up
Step 1: Onboard
Need a practical employee onboarding checklist?
Define new hire context, task owners, due dates, equipment, access, policy acknowledgement, training, blockers, and readiness status.
Read the guideStep 2: OnboardNeed onboarding and training tasks?
Plan owner assignments, start-date readiness, paperwork, equipment, training due dates, proof, overdue status, and HR follow-up.
Read the guideStep 3: Approve leaveNeed a clearer leave request approval process?
Define leave type, dates, balance context, coverage plan, manager review, HR exception handling, payroll handoff, and requester status.
Read the guideStep 4: EquipNeed an employee equipment request process?
Define equipment need, manager approval, IT or facilities owner, asset assignment, agreement proof, custody, return status, and closeout.
Read the guideTemplates
Templates for employee requests and HR follow-up
Use these guides to define employee fields, manager review, due dates, proof, approval status, equipment handoffs, access setup, policy acknowledgement, training, and HR closeout before opening a Jodoo template.
Connected workflowSee the HR employee request workflowConnect employee requests, onboarding, leave, equipment, access setup, policy acknowledgement, training, and HR follow-up.Template groupHR Workflow AutomationBrowse HR, finance, workplace, and access templates that support employee operations.Template groupEmployee Request Management SoftwareBrowse HR, finance, workplace, and access templates that support employee operations.Template groupHR Employee Request TemplatesBrowse HR, finance, workplace, and access templates that support employee operations.Template groupFinance Approval TemplatesBrowse HR, finance, workplace, and access templates that support employee operations.Template groupAccess & Security Workflow TemplatesBrowse HR, finance, workplace, and access templates that support employee operations.
How to use this page
Choose the HR guide that matches the employee request bottleneck.
Where should an HR team start?
Start with the workflow that causes the most repeated follow-up: leave requests, onboarding tasks, equipment handoff, access setup, training completion, or reimbursement exceptions.