- Employee Request FormCollect employee requests with requester details, request type, manager review, HR owner, files, status, and follow-up in one workflow.
- Leave request formUse a leave request form for policy-linked balances, dates, hours, and handover details. Connect each request to approvals, corrections, and PTO records.
- Time-off request formStart with a time-off request form for partial or full days. Record hours, notice, and handover details, then route it through manager approval.
Use Case
HR Employee Request Templates
Browse HR templates for employee requests, onboarding, leave, equipment, access setup, training, policy acknowledgement, and employee changes.
- Standardize employee request intake before manager or HR review begins.
- Track onboarding, leave, equipment, access setup, training, documents, and employee changes with visible owners.
- Keep employee operations records connected to approvals, evidence, reminders, dashboards, and closeout status.
HR teams managing employee requests, onboarding tasks, leave requests, and training completion.Managers approving time off, schedule changes, equipment needs, and employee follow-up.IT, facilities, finance, or payroll partners supporting employee readiness and closeout.
Overview
Why teams start here
This use case is the HR template shelf for employee operations. It groups request forms, checklists, trackers, and approval workflows that help HR teams move employee work from intake to review, fulfillment, training proof, and closeout with visible owners and status history.
Standardize employee request intake before manager or HR review begins.
Track onboarding, leave, equipment, access setup, training, documents, and employee changes with visible owners.
Keep employee operations records connected to approvals, evidence, reminders, dashboards, and closeout status.
Templates
Templates in this use case
Explore 37 templates you can preview, copy, and adapt for this workflow.
More Use Cases
Explore related workflow areas
33 templates
HR Workflow Automation for Employee Operations
Connect employee requests, onboarding, changes, training, access, equipment and offboarding in visible HR workflows.
Employee Request Form / Leave request form / Time-off request form13 templatesEmployee Request Management Software
Manage employee requests with structured intake, owner assignment, review status, files, reminders, and follow-up dashboards.
Employee Request Form / Employee Equipment Request Form / Employee Document Request Form29 templatesFinance Approval Templates
Start here for budget, expense, payment, CapEx, reimbursement, AR follow-up, and finance approval workflows that need stronger control.
Finance Request Tracker / Budget Approval App Template / Expense Approval Workflow Template17 templatesAccess & Security Workflow Templates
Use this hub for access requests, privilege review, visitor control, exception handling, and security-adjacent operating workflows.
Access Request Form Template / User Account Request Form / VPN Access Request Template29 templatesAsset & Equipment Control Templates
Browse asset and equipment control templates for handovers, bookings, checkouts, returns, maintenance requests, preventive work, and accountability.
Asset Handover Form Template / Asset Return Form / Asset Transfer Form9 templatesWork Request Management Templates
Plan internal work request intake, assignment, approval, status tracking, and closeout with templates for facilities, projects, operations, and shared services.
Work Request Form / Digital Work Order Request Form / Project Intake FormFAQs
Questions about this use case
What belongs in an HR employee request workflow?
The strongest pages capture employee context, manager review, approval status, due dates, supporting evidence, and HR, IT, facilities, finance, or training handoff.
Should onboarding and training be grouped together?
Yes when the team needs start-date readiness and required training to stay visible together. Training can still have its own tracker for completion proof and renewals.
Where should an HR team start?
Start with the request that creates the most repeated follow-up: leave, onboarding, timesheet approval, training, attendance, or reimbursement.
Workflow Packs
Complete workflows that include this use case
12 templates
Employee Onboarding Workflow Pack
Connect onboarding requests, new hire checklists, setup tasks, equipment, access, policy acknowledgement, training, and readiness status.
01 Capture the onboarding request02 Assign readiness tasks03 Coordinate equipment and access04 Close training and readinessOnboarding Request Form / New Hire Checklist / New Employee Setup Checklist8 templatesEmployee Offboarding Workflow Pack
Connect exit checklists, access removal, asset return, document handoff, knowledge transfer, approvals, and closeout proof.
01 Open the exit record02 Recover assets and access03 Complete documents and handoff04 Close the offboarding recordEmployee Offboarding Checklist / Employee Exit Checklist / Employee Asset Return Form8 templatesEmployee Equipment Request Workflow Pack
Connect employee equipment requests, agreements, laptop requests, asset return, ownership, approval, condition, and closeout.
01 Capture the equipment need02 Approve and assign assets03 Track custody and changes04 Return and close outEmployee Equipment Request Form / Employee Equipment Agreement Form / Employee Asset Return Form8 templatesEmployee Information Change Workflow Pack
Connect employee information changes, status changes, change requests, document requests, review owners, approval, and update history.
01 Capture the change request02 Review status or sensitive changes03 Collect supporting documents04 Confirm update and closeoutEmployee Information Change Form / Employee Status Change Form / Employee Change Request Form8 templatesPolicy Acknowledgement Workflow Pack
Connect policy acknowledgement forms, employee records, onboarding tasks, training proof, reminders, exceptions, and review status.
01 Assign the policy acknowledgement02 Connect onboarding and training03 Manage exceptions and reminders04 Review completion evidencePolicy Acknowledgement Form / Employee Training Tracker / Training Request Form Template8 templatesEmployee Training Request Workflow Pack
Connect training requests, manager approval, budget review, course scheduling, completion proof, renewals, and employee training trackers.
01 Capture the training request02 Review approval and budget03 Track completion proof04 Manage renewals and onboarding linksTraining Request Form Template / Employee Training Tracker / New Hire Checklist8 templatesTraining, Competency & Certification Workflow Pack
Connect role-based training requirements, employee certifications, expiry tracking, renewal owners, completion proof, and readiness dashboards.
01 Map role-based requirements02 Assign or request training03 Track proof and expiry04 Review readiness gapsRole Based Training Matrix / Employee Certification Tracker / Certification Expiry Tracker29 templatesHR Employee Request & Onboarding Workflow Pack
Connect employee requests, onboarding, leave, equipment, access setup, training, policy acknowledgement, record changes, and HR follow-up.
01 Capture employee requests02 Route manager and HR approval03 Manage onboarding readiness04 Track training and employee follow-upEmployee Request Form / Leave request form / Time-off request formGuides
Plan the workflow before choosing templates
Guide
Employee Onboarding Checklist Guide
Plan an employee onboarding checklist with owner assignments, due dates, paperwork, equipment, access setup, policy acknowledgement, training, and readiness status.
GuideLeave Request Approval Process Guide
Plan a leave request approval process with dates, leave type, balance context, coverage planning, manager review, HR exceptions, payroll handoff, and status visibility.
GuideEmployee Equipment Request Process Guide
Plan an employee equipment request process with equipment intake, approval, IT or facilities ownership, asset assignment, agreement proof, return status, and closeout.
GuideLeave Request Approval Workflow Guide
Plan leave request fields, balance checks, coverage planning, manager approval, payroll handoff, and requester status before opening an HR template.
GuideEmployee Onboarding and Training Checklist Guide
Plan employee onboarding tasks, owner assignments, training records, due dates, completion proof, and HR follow-up before opening templates.
Next Step
Open a template, then adapt it to your team
Start with the closest template in this use case, then customize fields, statuses, and handoff logic inside Jodoo.