Automated HR workflows available in Sense HR, from approvals and notifications to onboarding and reminders.
Sense can collect anonymous 360 feedback from a selected reviewer and return the completed feedback to the manager for use in a performance conversation.
ComplianceSense can notify managers and administrators when a new sickness record moves an employee into a configured absence threshold. The notification can show...
AbsenceAccess Roles Management lets administrators control which users or groups can see and do specific things in Sense HR. Running the documented library...
ComplianceSense can email administrators when an event is requested and when it is approved or declined.
LeaveSense can email administrators when an expense is requested and when it is approved or declined.
Pay and benefitsSense can require selected approvers to review a vacancy before it is approved in the ATS. The approvers receive notifications and can approve or decline...
JoinersSense can start the new-starter process when an applicant is marked as hired in the ATS, connecting recruitment to onboarding instead of requiring the HR...
JoinersSense can acknowledge a new job application automatically and notify the hiring team as soon as an applicant submits for a vacancy.
JoinersThe Attendance Updated workflow emails the employee's manager when the employee changes their own attendance record in the Planner. It gives the manager a...
TimeSense can remind the right people about selected milestone birthdays and optionally send the employee a message on the day. Administrators choose which...
Pay and benefitsA holiday buy/sell scheme can let employees request changes to contractual holiday within the rules set by the employer. Sense can collect those requests...
Pay and benefitsSense can notify employees when a new company document is added for them.
ComplianceSense can provide a customisable web-based expense request screen and route submissions to administrators for approval. It is an alternative to the main...
Pay and benefitsSense can provide a customisable web-based expense request screen and send each submission to the employee's manager for approval. It is separate from the...
Pay and benefitsCustom Expiry Reminder detects date fields whose field name contains the configured expiry text, then monitors those dates and sends reminders according to...
ComplianceSense can run a tailored offboarding checklist for the leaver, their manager and HR. Each person sees the tasks relevant to them while the process remains...
LeaversSense can send different onboarding tasks to the new starter, their manager and HR from one configurable checklist. The checklist starts automatically when...
JoinersSense can require HR administrator approval when an employee adds a new record to a custom profile screen.
ComplianceSense can require the employee's manager to approve a new record submitted through a custom profile screen.
ComplianceSense can cap how much of a selected leave balance carries into the next cycle. On the configured date, it checks each employee's balance, keeps the amount...
LeaveSense can send administrators a daily attendance summary showing who is away and who was expected to work but has not clocked in. The documented workflow...
TimeSense can ask selected employees to complete or review one or more HR screens by a set deadline. Each selected screen becomes a task and the employee...
ComplianceSense can notify the person who uploaded a document when the employee has signed it.
ComplianceSense can email employees a summary of their recent attendance so they can review scheduled time, actual time, hours worked, variance, time off and...
TimeNotifies administrators when the valid-to date on an employment check is approaching.
ComplianceSense can expire unused carryover leave on a date set by the employer. It checks the carried-over amount, subtracts leave already taken, and expires the...
LeaveSense can notify the relevant employee or manager when an event is added or changed for an employee.
LeaveAdds a second approver alongside the line manager so either authorised person can action the request.
LeaveRoutes an employee event request to the manager first and then to administrators for a second approval.
LeaveRoutes an event request to the employee's manager and then to another specified approver.
LeaveRoutes an event request through a specified primary approver and the employee's manager.
LeaveSends event approval requests to a designated event approver instead of the line manager.
LeaveSense can notify the approver when an event request is cancelled by the employee or an administrator.
LeaveSense can request supporting documents automatically when selected Planner events are booked. It creates the document record, assigns the employee a task...
ComplianceRoutes expense requests directly to administrators.
Pay and benefitsAdds a backup approver alongside the employee's manager so either authorised person can action the expense request.
Pay and benefitsRoutes expense requests to the manager first and then to administrators for final approval.
Pay and benefitsRoutes expense requests through the manager and then a specified secondary approver.
Pay and benefitsRoutes expense requests to managers without adding an administrator approval stage.
Pay and benefitsIn the UK, an employee can self-certify sickness for 7 calendar days or less. If the absence lasts more than 7 calendar days, they should provide a fit...
AbsenceSense can send the employee a task and email when a sickness configured to require a fit note is recorded.
AbsenceSense can compare hours submitted on a timesheet with the employee's scheduled hours and automatically add or deduct the difference from a chosen...
TimeThe Forms Buy/Sell Holidays workflow lets eligible employees choose to buy annual leave, sell part of their entitlement or make no change for a selected...
Pay and benefitsForms - Live Poll lets administrators create a single-choice or multiple-choice employee poll, send each recipient a private Forms session and see results...
ComplianceThe Forms Weekly Timesheet workflow gives employees a weekly session to record working time, save a draft and submit it. Submissions can be auto-approved...
TimeNotifies the employee and manager when a recorded goal due date is approaching.
ComplianceSense can invite employees to sign in with their existing Google work account. An administrator deploys the relevant SSO workflow and then sends the...
ComplianceSense can check expected clock activity against employee schedules and notify people when a clock-in or clock-out is missing. It only treats the missing...
TimeSense can invite employees to sign in with their existing Microsoft work account. An administrator deploys the relevant SSO workflow and then sends the...
ComplianceSense can run a two-step mid-year review in which the employee completes their review first and the manager then reviews and comments on it.
ComplianceSense can run a four-step mid-year review: employee review, manager review, employee sign-off, then manager final sign-off.
ComplianceMobile Onboarding lets a new employee access the Sense mobile app without first completing the normal web password setup. Sense sends a login code so...
JoinersSense starts an offboarding process when an employee is marked as a leaver. Administrators are notified, receive an offboarding checklist, and can review...
LeaversSense starts a standard onboarding process when a new employee record is created. Administrators are notified and the person who added the starter receives...
JoinersThis onboarding workflow gives new starters profile-completion tasks when they first use Sense. It can prompt them to add personal details, bank...
JoinersSense can compare actual clock times with scheduled shift times, identify qualifying overtime and send it to the relevant manager for approval. When...
TimeSense can run a structured performance review with sequential employee, manager and administrator steps. The default process has two steps, but it can be...
ComplianceSense can identify qualifying early finishes by comparing scheduled shift end times with clock-out times. It sends the exception to the relevant manager...
TimeSense can notify an employee when a personal document is added and requires reading or signature.
ComplianceThe current configurable Probation Reminder can monitor the employee's Probation end date field and notify selected recipients as the date approaches...
ComplianceThe current configurable Probation Reminder can monitor the employee's Probation review date field and notify selected recipients as the date approaches...
ComplianceSense can start a structured probation review before the employee's probation end date, giving the employee and manager defined review steps instead of...
ComplianceSense can notify administrators when any part of an employee profile is updated, excluding the person who made the change.
ComplianceSense can notify administrators when personal details, bank details or contact details are updated.
ComplianceSense can run a configurable return-to-work process using custom screens with between one and six sequential steps. Each step can be assigned to an...
AbsenceA return-to-work workflow gives the employee and manager a structured process after sickness. Sense can trigger a form, collect the employee's information...
AbsenceSense can notify both the manager and a configured secondary manager when an employee reports sickness.
AbsenceNotifies the relevant admin or manager when recorded sickness is due to end today and the employee is expected to return.
AbsenceSense sends employee event requests, such as leave requests, to the appropriate manager for approval. If no manager is assigned, admins can handle the...
LeaveSense routes expense claims for approval automatically. Lower-value requests can go to the employee's manager, while higher-value requests can add an...
Pay and benefitsSense can convert approved timesheet hours into holiday entitlement at 12.07%. In UK law, 12.07% is the statutory accrual method for irregular-hours and...
TimeSense can let employees submit hours worked and route the timesheet to the relevant manager for review. The approval decision is recorded and the employee...
TimeEmployees can record overtime and choose whether they want approved time to become TOIL or be paid, using the workflow variant documented by Sense.
TimeEmployees request TOIL measured in days. After manager approval, Sense updates the employee's TOIL entitlement in days.
TimeEmployees can use a TOIL workflow where entitlement may be measured in days or hours according to the employee's setup.
TimeEmployees request TOIL measured in hours. After manager approval, Sense updates the employee's TOIL entitlement in hours.
TimeNotifies administrators before an employee training record is due to expire.
ComplianceNotifies administrators about upcoming employee birthdays.
Pay and benefitsNotifies the administrator and employee about an upcoming vehicle insurance expiry recorded in Sense.
ComplianceSense lets managers verify attendance that employees enter manually. The employee records their hours, the manager receives a task, and the attendance...
TimeEvery Monday, Sense can send managers a recap of team tasks, outstanding entitlement and events booked for the week.
ComplianceEvery Monday, Sense can send each system user a summary of current and overdue tasks.
ComplianceSense can recognise selected length-of-service milestones by creating advance reminders and, if configured, sending a personalised anniversary message to...
Pay and benefitsNotifies administrators about upcoming work anniversaries and length-of-service dates.
Pay and benefits