Connect leave requests, onboarding tasks, timesheet approvals, employee training, reimbursement, attendance, and access setup workflows.
This pack is for HR, managers, payroll, and operations teams that need employee requests and follow-up work to stay visible from intake through approval, completion, and handoff.
Collect employee context, request type, dates, reason, manager owner, and supporting information before review begins.
Move leave, timesheet, and reimbursement work through clear manager, HR, payroll, or finance decisions.
Track new hire tasks, paperwork, equipment, policy acknowledgement, account setup, and blocked handoffs before start date.
Keep training assignments, completion proof, overdue status, renewals, attendance context, and HR follow-up visible.
Browse HR templates for leave requests, onboarding tasks, timesheet approvals, employee training, reimbursements, and employee follow-up.
Leave Request Form / Employee Onboarding Tracker / Employee Onboarding Checklist20 templatesStart here for budget, expense, invoice, payment, credit, and journal approval workflows that need stronger control.
Budget Approval Workflow / Expense Approval Workflow / Accounts Payable Tracker12 templatesUse this hub for access requests, privilege review, visitor control, exception handling, and security-adjacent operating workflows.
VPN Access Request / Privileged Access Request / Data Subject Access Request23 templatesBrowse asset and equipment control templates for asset returns, disposals, tagging, handovers, laptop requests, equipment booking, checkout, maintenance, and tool tracking.
Asset Handover Form / Asset Return Form / Asset Transfer FormConnect purchase intake, budget review, buyer follow-up, purchase order creation, and PO status tracking in one procurement workflow.
01 Capture the buying request02 Route approval and budget review03 Move approved demand into PO work04 Track changes and order statusProcurement Workflow Templates / Finance Approval Templates / Vendor Management TemplatesSupply Request Form / Purchase Request Form / General Purchase Requisition Form11 templatesMap budget, expense, invoice, payment, CapEx, credit, and journal approvals into a clearer finance control workflow.
01 Intake the finance request02 Review budget and policy context03 Route controlled approvals04 Track payment and follow-upFinance Approval Templates / Procurement Workflow Templates / Vendor Management TemplatesBudget Approval Workflow / Expense Approval Workflow / Invoice Request8 templatesConnect AP invoice intake, coding approval, ACH release controls, payment status, and contract-linked payment schedules.
01 Capture invoice and payment context02 Route AP coding and invoice approval03 Prepare controlled payment release04 Monitor AP aging and contract obligationsFinance Approval Templates / Vendor Management Templates / Procurement Workflow TemplatesAccounts Payable Tracker / AP Invoice Approval Workflow / ACH Payment Request Form16 templatesConnect supplier intake, vendor setup, qualification review, comparison, audit, and corrective action follow-up in one vendor management workflow.
01 Capture supplier intake02 Set up the vendor record03 Evaluate and compare suppliers04 Audit and follow corrective actionVendor Management Templates / Procurement Workflow Templates / Finance Approval TemplatesVendor Onboarding Form / Vendor Setup Form / Vendor Information Form15 templatesConnect material requests, receiving checks, stock issues, returns, low-stock alerts, replenishment, inspections, and inventory adjustments.
01 Request and issue materials02 Receive and inspect stock03 Control returns and exceptions04 Replenish and audit storageWarehouse & Inventory Templates / Procurement Workflow Templates / Quality & Safety Templates / Asset & Equipment Control TemplatesMaterial Request Form / Supply Request Form / School Material Request Form26 templatesConnect work requests, dispatch, technician scheduling, maintenance follow-up, building service, and trade-specific appointment workflows.
01 Capture service demand02 Dispatch and assign work03 Schedule trade appointments04 Track maintenance follow-upField Service & Maintenance Templates / Construction Operations Templates / Asset & Equipment Control Templates / Quality & Safety TemplatesWork Order Request Form / Work Order Dispatch Software / Service Dispatch Software11 templatesConnect asset handover, return, transfer, disposal, tagging, equipment booking, checkout, tool tracking, and calibration follow-up.
01 Request and assign assets02 Tag and register equipment03 Book and check out shared items04 Return, calibrate, or disposeAsset & Equipment Control Templates / Warehouse & Inventory Templates / Field Service & Maintenance Templates / Construction Operations TemplatesAsset Handover Form / Asset Return Form / Asset Transfer Form12 templatesConnect access requests, account setup, VPN and privileged access, policy exceptions, acknowledgements, visitor control, and key handoff workflows.
01 Capture access demand02 Review privileged and remote access03 Control acknowledgements and keys04 Track visitor accessAccess & Security Workflow Templates / Asset & Equipment Control Templates / Quality & Safety TemplatesAccess Request Form / User Account Request Form / VPN Access Request6 templatesConnect contract intake, approval routing, contract tracking, vendor context, policy exceptions, and renewal or extension follow-up.
01 Capture contract intake02 Route approval and exceptions03 Track obligations and dates04 Manage extensions and renewalsProcurement Workflow Templates / Vendor Management Templates / Finance Approval TemplatesContract Intake Form / Contract Approval Workflow / Contract TrackerNo. It is a workflow plan for employee requests, approvals, onboarding tasks, training records, and follow-up work that need a clearer operating layer.
It often starts as an employee request and ends with finance or payroll review. The workflow should show both the requester context and the payment handoff.
Start with the employee workflow that creates the most repeated follow-up: leave, onboarding, timesheet approval, training, or reimbursement.
Preview the first template in this workflow pack, then customize fields, owners, statuses, and automations for your team.
