Holiday Approval Workflow Template

Leave request management

It is time to say goodbye to papers, emails or spreadsheets. Holiday approvals workflow template will allow you to gather all the information in one place, syncronise to your systems and provide you digital or even lazy approvals.

The first step most organizations can take to improve the efficiency of holiday requests is to make the process paper-free.

Custom-built holiday approval policies and procedures that can dynamically differ based on user profiles will bring ease to your leave request process. Easy-to-customise workflow process permits HR group to configure the process with the goal that it’s impeccably custom-made to the organization’s needs. Even better, with Kianda, designing and executing a procedure does not require programming skills.

A holiday request and approval process workflow should be outlined with the goal that requests can be made quickly, available leave can be evaluated and coordinated against the quantity of remaining days. As a result endorsements can be allowed conveniently.

The process workflow is designed in such a way that when an approving official’s action is required, he or she is automatically notified via email. They can also be designed so that the approving official can approve or deny a request remotely.  

Automating this process will give you greater visibility of the current requests and what is pending or approved. Also will allow you to implement a predefined approval structure to standardise the procedure to avoid any delays or disappointments.

Don’t forget to explore Kianda template store when you sign up and check out all other templates designed to help you to get started.

Get started with this template now! 

Get the template

 

Check out more HR workflow templates:

Streamlined Employee Onboarding to welcome new hires paperless
Easy-to-manage Travel Request template

 

Travel Request Workflow Template

Travel request template

Any type of approval process that uses emails, spreadsheets is not efficient.  It causes lack of visibility and compliance. With workflow automation you will free-up valuable time and achieve efficiency. It is important to centralise and digitalise these type of requests to ensure there is visibility overall and avoid delays in the approval process. 

A travel request review and approval process is essential for every business. it is a procedure regularly used by organisations for their employees to request arrangements for a business trip. 

Travel-request

This template handles travel requests and approvals for employees. It allows selection from travel types such as flight/ferry/train/etc. The different travel types present differing information requirements, therefore form displays fields according to the user selection dynamically. Also approval process can easily be extended to have multiple approval levels depending on conditions such as the value, type of travel mode, reason for traveling etc.

Overall, template workflow starts with employee requesting for travel tickets and accommodation arrangements while providing purpose of the travel and passenger details. The travel department or HR review the request and make the necessary arrangements. 

In addition, the workflow can easily be expanded to allow employee travel document validation or adjust fields and settings based on employee’s profile.

When an employee starts a request, their profile including the passport details can be pre-populated based on the data stored in your IT systems.  Kianda system issues an alert notification to traveler if their passport has expired/is due to expire. When passport is expired system can flag to the travel team; and if required it can prevent submitting travel requests for flights.

Also, final cost reports by business unit, cost centre, department or individual can be achieved via reporting dashboards.

In addition, you can make this workflow visible to all employees whether they are in your IT systems are not. By using Kianda anonymous (public) forms you can share forms publicly and let your remote staff submit requests from anywhere.

Don’t forget to explore Kianda template store when you sign up and check out all other templates designed to help you to get started.

Get started with this template now!

Get the template

 

Purchase Order Approval Workflow Template

Pruchase Order Management

Purchase Order Approvals template can be used to control the purchasing of products and services from external suppliers. Optimisation of this process will allow you to maintain control over the entire purchasing process from requesting a PO to paying the supplier. Using manual  processes (like Excel, spreadsheets), may put your company finances at risk caused by lack of visibility and error-prone results. 

Automating this process is not only going to save you time, but also will help you to put a structure to your purchasing process to avoid unexpected expenditure and its disappointing results. You can include multiple layers of approvals based on a threshold so that high volume purchasing can be approved by multiple managers.

Template workflow starts with requester providing vendor information, prices and description with a couple of clicks and submitting for approval. Manager/s receive notification and approve request or deny based on the criteria provided.

In addition, this process includes supplier’s invoice payment step to allow end-to-end optimisation of Purchasing Process. When manager approves the purchase, supplier can be notified and their invoice or any other quote document can be stored in the workflow.  This triggers notifications to the Finance team to proceed with the payment according to the payment terms. agreed.

Don’t forget to explore Kianda template store when you sign up and check out all other templates designed to help you get started.

Get started with this template now!

Get the template

 

Per Diem Approval Workflow Template

Per-Diem-Request-Dashboard

Per Diem Approval Template includes employees providing the travel plan and the manager either approving or rejecting the travel expense which is based on a simple calculation of per diem amount multiplied by a number of days.

With this simple workflow template you can set per diem allowance rates based on the location in a standard way. When an employee starts a request form,  rates can easily be calculated and submitted avoiding any errors or misunderstandings.

In this sample template employee has option to request only Per Diem, Travel or both. Procedure starts with the employee initiating the process by entering personal information and travel details. The system automatically calculates rates based on the location and number of days. Once the employee submits the request, Manager approves or rejects. Then the flow continues with Travel team or Payroll team.

This template comes with with Per Diem request Dashboard for reporting. Alternatively with Kianda, a single dashboard for all their approval tasks can be configured for managers to overview. They can easily monitor what is waiting for their approval, what has been approved with full visibility of the progress of each request.

Streamline your organisation’s per diem management and eliminate the errors and achieve consistency.

Don’t forget to explore Kianda template store when you sign up and check out all other templates designed to help you get started.

Get started with this template now!

Get the template

 

Change Request Management Workflow Template

Change request form template

Is your organisation managing change requests with emails, sheets and paper forms? Does it cause difficulties when tracking the requests, approvals, their status and storing this information online?

Digitising this process not only will save you time and paper but also will allow you to have full visibility of the process and collaborate in a more efficient way with your team.

A change request is a documented proposal for an alteration to any configuration item, product or a complete system. In project management, a change request regularly emerges when the customer needs an expansion or modification to the agreed-upon deliverables for a project.

In this template we gathered business rules, steps and fields that are commonly used in organisations when managing a change request workflow.

Someone who is documenting or reporting the procedure starts the request. A user or a group who is responsible for the approval of change request gets notified and decides whether Change Approval Board (CAB) meeting should be scheduled. Schedule, review and implementation are all managed step by step in the same workflow. Business rules and actions allow you to have a clear definition of your change strategy and risk assessment.

In addition, this template can be used together with IT Helpdesk Template. A ticket raised by an end user or a customer via IT Helpdesk workflow may require a change in a project or a system. In this case to facilitate the flow two processes can be connected together and let one process start after another depending on the outcome of the first one. And you can carry the information between processes.

Benefits of automating Change request management process are many:

  1. You will achieve faster deployment times and lower the risks associated with the changes.
  2. You will have a standard way of handling and storing the information related to the process.
  3. You will avoid unnecessary email communications, paper work.
  4. As a result digital process will bring productivity with faster resolution times and efficiency for auditing and reporting purposes.

Don’t forget to explore Kianda template store when you sign up and check out all other templates designed to help you get started.

Get started with this template now!

Get the template

 

Security Incident Management Workflow Template

Security-incident-management-dashboard

IT Security incidents can come with high costs and damages to an organisation who is not prepared for them.

In their simplest way, they can cause downtime, impact business productivity and damage the employee or customer experience.

When organisations implement right strategies to cope with these incidents, they achieve faster detection and investigation process. With a well-structured incident management process, even in critical and emergency situations organisations can achieve better results while minimizing possible damages.

Automating this process helps you to manage, record and analyse security warnings or incidents while giving you a clear view of the issues and how they are resolved.

The flow starts with a caller raising a security incident when there is a risk of data or security. Following this, system immediately sends alerts to the responsible departments to act upon it. The reason of the incidents, threats or violations, can be distinguished by caller providing required details.

Management Dashboard that is provided with this workflow template, provides you visibility of detailed analytics and reporting to aid tracking of the current issues in the system.

This workflow template is designed to serve you as a starting point to design it according to your organisation’s unique requirements.  Kianda provides a NO-CODE development interface, meaning if you do not have programming skills, you can still build spot-on solutions.

Don’t forget to explore Kianda template store when you sign up and check out all other templates designed to help you get started.

Get started with this template now!

Get the template

 

IT Support / Helpdesk Template

IT Support Dashboard

Get started with IT Helpdesk Template right away!

Today’s IT departments face countless issues raised by users on a daily basis. They can be anything from “I forgot my password”, “My internet is slow”, “My computer is slow”, “Opps! I deleted my files” to “Can’t connect to printer”. Dealing with these over and over again without any standard system, creates frustration and difficulties in tracking and communicating for any IT team.

Technology is here to help organisations to solve these challenges. However while adopting a new technology to help you, you should not be limited to what off-the-shelf software solutions can offer. Every organisation operates in its own way. Operations evolve as the company grows, people move across departments and requirements change due to the market changes.

A solution you are adopting today should be able to evolve with you tomorrow… Grow when you grow and adjust to your current and future challenges.

IT helpdesk

We designed this IT support/helpdesk template to serve you as a starting point and saves you time. It simplifies end-user support with an automated workflow allowing teams to resolve helpdesk tickets quickly and efficiently by automating routine tasks and providing transparency. Reporting dashboard that comes with the template enables IT support team to track, prioritize support tickets in a queue and solve them rapidly.

This workflow template provides you a single platform to help, answer, track and solve problems of end-users. It can manage entire ticket life cycle, from capturing issue details to automating routine tasks and sending notifications. It can also handle integration to your current IT systems such as SharePoint, AD, 0365, Oracle to retrieve and syncronise information.

IT departments who adopt to workflow automation, achieve efficiency, reduce workload and increase productivity to provide better service levels.

Don’t forget to explore Kianda template store when you sign up and check out all other templates designed to help you get started.

Get started with this template now!

Get the template

 

Check out more IT workflow templates:
Change Request Management to keep IT all running smoothly
Security Incident Management for full control and visibility

Employee Appraisals Process Template

Employee appraisals dashboard

Most companies perform employee appraisals annually. Annual reviews usually are not enough. Employees needs more frequent reviews to keep them focused. But why do companies do employee appraisals only annually? Because it is not easy to track, requires time and effort putting a structure on it. Can be even more complicated for companies who have large number of employees and operations in different locations.

Managing Employee Appraisals is not a hassle any more! This template provides a single place for HR to organise and overview employee performance review process for all employees of the organisation. The process flows digitally and efficiently without delays whereby management and employees receive automated alerts until they assess, provide feedback on employee performance, including guidance to enhance tasks as required.

HR templates

With a standard workflow to manage this and a central location to overview the progress, this process can be simplified and optimised. Rather than leaving all of the organisation to HR, an automated process can start as a scheduled basis and send alert to task owners to complete their tasks and update the relevant departments/individuals on the completion of tasks.

With this template not only will managers maintain accurate records of overall employee progress, but also will ensure employees understand the content of their feedback clearly without misunderstandings. This way performance evaluations will be made faster and easier for managers to complete.

If you implement a digital process workflow to manage employee appraisals, you will go a long way toward having a standard and efficient procedure in which HR, managers and employees are all aware of their tasks and they all have equal visibility of the progress.

Don’t forget to explore Kianda template store when you sign up and check out all other templates designed to help you get started.

Get started with this template now!

Get the template

Employee Onboarding Process Template

HR Employee onbaording dashboard - min

Get started with Employee Onboarding Template and Welcome new hires PAPERLESS!

Eliminate the need for paper rapidly by setting up your digital workflows for capturing new hire data, manager approvals and digital signatures. This workflow template will help you effectively manage onboarding workflow and will allow team members and new hire to collaborate in a single place.

This template helps the HR team effectively coordinate the Employee onboarding process. It can integrate to your business applications. Most importantly automated workflows with Kianda is in compliance with GDPR regulation as it reduces risks while handling sensitive data across different departments. You can also save candidate CVs for later audits and compliance purposes.

An employee must be aware of workplace rules, policies, procedure and it all can be managed from day one and beyond. Most of these tasks in any employee onboarding process are repeated for each new hire over and over again. This gets more complicated and worrisome when you don’t have an easy solution available to automate some of these repetitive tasks. An automated process assures the step-by-step tasks are efficiently carried out and valuable time is not wasted.

“You don’t want to be one of those companies that is not prepared for the new hire and let them down in their first day”.

Employee onboarding template

This important process should not be time-consuming, should be more manageable and smoother.  The Kianda workflow template comes with an easy-to-manage and understand dashboard that provides an overview of the progress including how many requests have been completed, how many are in progress and what are the bottlenecks. Also, these Kianda dashboards are easy to customise to adapt your unique needs.

Workflow starts with HR capturing candidate details and Kianda updating current IT systems with these details. Continues with assigning tasks to managers for approvals, IT team for providing devices and right access and so on. It also can be expanded to send an anonymous form to the new hire to capture their digital signature for contracts (Kianda also provides easy integration to DocuSing) and capturing their information such as bank information before starting in the company.

Overall the workflow template contains forms assigned to each department or individuals involved in the process, facilitating the communications between team members and even the new hire, allowing them to interact, digitally sign and collaborate.

Don’t forget to explore Kianda template store when you sign up and check out all other HR templates designed to help you get started.

Get started with this template now!

Get the template

 

Check out more HR workflow templates:

Easy-to-manage Travel Request workflow template
Say goodbye to papers with Holiday Approval  workflow template
Employee performance review is not a hassle any more with Employee Appraisals workflow template