Automate
100+ workflows that run your HR on autopilot.
Sense Automate ships with a growing library of ready-made workflows: onboarding, absence, payroll, compliance and more. Filter by category, preview what each one does, and download it straight into your account.
360 Feedback WorkflowSense HR lets managers request anonymous 360 feedback on demand, sending reviewers two questions and confirming the moment answers are submitted.
Absence Scheme NotificationThe moment a sickness record pushes an employee at or over your absence thresholds, Sense alerts their manager and admin with the total and next action.
Activate Access Roles ManagementAccess Roles Management lets administrators control which users or groups can see and do specific things in Sense HR. Running the documented library...
Admin Event AlertsSense emails every admin when an event is requested, then again once it's approved or declined, so the full request is visible without checking the calendar.
Admin Expense AlertsSense emails every admin when an expense is requested, then again once it's approved or declined, so admins can track requests without checking manually.
ATS Pipeline NotificationsSends the right email automatically whenever a candidate moves to a new pipeline stage, using templates you configure for each stage and recipient.
ATS Workflow – Applicant HiredSense HR alerts your admins and creates a to-do task the moment an applicant is marked hired in the ATS, so onboarding starts without delay.
ATS Workflow: New ApplicantSense HR automatically emails a confirmation to every job applicant and notifies the hiring managers assigned to that vacancy, all at the same time.
ATS – Vacancy Request & ApprovalSense HR holds every new vacancy for approval, routing it to your named approvers before it can go live, with automatic email updates for the requester.
Attendance (Mobile App)Let employees log a day's attendance with a start and end time, like a timesheet, suited to drivers and field staff whose hours don't fit clocking in and out.
Attendance Updated NotificationSense emails a manager whenever their employee updates their own attendance record in the planner, so managers see self-made changes as they happen.
Birthday Milestone ReminderSense watches for employees reaching milestone birthdays you choose, such as turning 30 or 50, and emails your chosen recipients so they get marked properly.
Buy/Sell HolidaysSense runs your annual holiday buy/sell window without a spreadsheet, giving employees 30 days to choose and updating next year's entitlement automatically.
Clock In / Out (Mobile App)Let employees clock in and out from their phone and see their latest clock status at a glance, with manual or QR code verification, wherever they're working.
Company Document NotificationSense notifies employees the moment a new company document is added, so company-wide documents get seen instead of sitting unread in the system.
Custom / Generic Expiry ReminderSense scans employee profiles for any date field matching expiry text you specify and warns your chosen recipients before it arrives, so nothing gets missed.
Custom Expense Requests (Admin Approval)Sends expense claims logged on a fully customisable Expenses screen straight to your Admin team, who approve, decline or send them back to edit.
Custom Expense Requests (Manager Approval)Sends expense claims logged on a fully customisable Expenses screen straight to the line manager, who approves, declines or sends them back.
Custom Offboarding ChecklistSense sends tailored offboarding tasks to leavers, their managers, and HR, built from a checklist screen you design yourself instead of a default list.
Custom Onboarding ChecklistSense sends tailored onboarding tasks to new starters, their managers, and HR, built from a checklist screen you design yourself instead of a default list.
Custom Screen Approval (Admin Authorisation)Send every record submitted on a custom table screen straight to HR admins for a single-stage decision, then email the employee once it's approved or declined.
Custom Screen Approval (Manager Authorisation)Send every record submitted on a custom table screen to the employee's manager, and secondary manager if set, then email the employee the outcome.
Cycle Carryover LimitCaps how much leave carries over each cycle by checking every employee's balance against your maximum and automatically expiring anything over that limit.
Daily Attendance EmailChecks attendance every morning at 9:30am and emails admins a summary of anyone scheduled to work who hasn't clocked in yet, so gaps get caught early.
Data Collection Task WorkflowCreates tasks asking employees to complete or review specific profile screens, such as confirming bank details, triggered manually for one or more people.
Document Signed NotificationSense notifies whoever uploaded a document as soon as the employee signs it, so you know the moment it's actioned without having to check back yourself.
Documents (Mobile App)Let employees view payslips, contracts, and company documents like policies in one place on their phone, without downloading files or searching through email.
Employee Attendance OverviewSends every employee a personal attendance summary each morning comparing scheduled and actual hours, so they can catch discrepancies before payroll runs.
Employment Check Expiry ReminderSense watches every employment check on file and warns your chosen recipients before it expires, so compliance checks like right to work get renewed on time.
Entitlement Carryover ExpiryExpires unused holiday carryover automatically on the date you choose, checking each employee's balance against what they've taken so far this year.
Event Added / Updated NotificationSense notifies managers when an event is added or updated for their employee, and notifies employees when a manager or admin updates one of their events.
Event Authorisation Workflow – Backup ApproverNotify the line manager and a secondary approver at the same time for every event request, so either one can approve or decline it without any delay.
Event Authorisation Workflow – Dual Approval (Manager & Admins)Route every event request to the line manager first, then on to admins only once they approve, so two people sign off before the employee hears the outcome.
Event Authorisation Workflow – Dual Approval (Manager & Secondary Approver)Send event requests to the line manager first, then a named secondary approver for the final sign-off, so two people approve before the employee is emailed.
Event Authorisation Workflow – Dual Approval (Primary Approver & Manager)Send event requests to the employee's named primary approver first, then their line manager for the final say, emailing the employee once both have decided.
Event Authorisation Workflow – Reroute ApproverBypass the line manager and send event requests straight to a named Event Approver, falling back to the manager, then all admins, if no approver is assigned.
Event Cancelled NotificationSense notifies the approver the moment an event they approved is cancelled, by the employee or an admin, so they're not working from an outdated calendar.
Event Document Collection WorkflowSense can request supporting documents automatically when selected Planner events are booked. It creates the document record, assigns the employee a task...
Events (Mobile App)Let employees, managers, and admins book time off and work events like meetings or training from their phone, with questions tailored to each schedule.
Expense Authorisation – Admins OnlySends every expense claim straight to your Admin team, so any one Admin can approve it, instead of splitting claims up by amount thresholds.
Expense Authorisation – Backup ApproverSend every expense request to the line manager and a secondary approver at the same time, so whichever one is free can approve it, with admins as a fallback.
Expense Authorisation – Dual Approval (Manager & Admin)Sends every expense claim to the line manager first, then to the Admin team for a second sign-off, with no extra fields to set up beforehand.
Expense Authorisation – Dual Approval (Manager & Secondary Approver)Routes every expense claim to the line manager first, then to a named secondary approver, giving every claim a defined two-person sign-off.
Expense Authorisation – Managers OnlySend every expense request straight to the employee's line manager for approval, whatever the amount claimed, with all admins stepping in if there's no manager.
Fit Note After 7 Days WorkflowSense tracks sicknesses configured to require a fit note and emails the employee and manager once one passes seven days, so nobody watches the calendar.
Fit Note Required NotificationSense notifies an employee with a task and an email the moment a sickness record requiring a Fit Note is added, so the request to provide it isn't missed.
Flexi Time (Daily Adjustments)Every time an employee submits a timesheet, Sense compares worked hours to scheduled hours and adjusts their TOIL, Flexi, or Holiday balance automatically.
Flexi Time (Weekly Adjustments)Every Monday, Sense totals up what each flexible-pattern employee worked against their contracted hours and adjusts their entitlement balance automatically.
Forms - Buy/Sell HolidaysThe 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...
Forms - Live PollForms - Live Poll lets administrators create a single-choice or multiple-choice employee poll, send each recipient a private Forms session and see results...
Forms - Weekly Timesheet ApprovalThe Forms Weekly Timesheet workflow gives employees a weekly session to record working time, save a draft and submit it. Submissions can be auto-approved...
Goal Due ReminderSense emails an employee and their manager 7 and 30 days before a goal's due date arrives, so progress gets checked in before targets quietly slip past.
Google SSO Invitation WorkflowSends employees a Google SSO invitation so they can sign in with their work Google account instead of a separate password, sent individually or in bulk.
Hours Worked (Mobile App)Give employees an automatic, read-only summary of hours worked today, this week, last week, and this month, pulled from existing clock-in and planner records.
Late Clock-In & Missed Clock-Out WorkflowSense checks every scheduled shift each morning and emails the employee and their manager the same day if a clock-in or clock-out is missing.
Microsoft SSO Invitation WorkflowSends employees a Microsoft SSO invitation so they can sign in with their work Microsoft account instead of a separate password, sent individually or in bulk.
Mid-Year Review Workflow (2 Steps)Sense HR runs a quick two-step mid-year check-in: employees answer a short progress questionnaire, then managers review and sign off, with no extra stages.
Mid-Year Review Workflow (4 Steps)Sense HR runs a fuller four-step mid-year review, adding a second round where employees sign off on manager feedback before a final manager comment.
Mobile OnboardingSense adds a mobile login invite option so admins can send new starters a login code straight away, skipping the usual web registration and password setup.
My Profile (Mobile App)Let employees view and update their own personal, bank, contact, and emergency contact details from their phone, based on what their permissions allow.
News (Mobile App)Give employees one place on their phone to catch up on company news and announcements, published by admins as documents and shown newest first.
Offboarding WorkflowThe moment an employee is marked a leaver, Sense emails all admins a pro rata holiday breakdown and an offboarding checklist to work through.
Onboarding WorkflowThe moment a new employee record is added, Sense emails all admins and hands the admin who added it a ready-made onboarding checklist to work through.
Onboarding Workflow (Employee Profile Tasks)From their first login, Sense prompts every new starter to fill in personal details, bank details, and emergency contacts as tasks on their own dashboard.
Overtime AdjustmentsChecks each employee's clock data every morning against their schedule and routes any overtime to their manager for approval before adding it to the planner.
People Active Directory (Mobile App)Give employees a searchable company directory with names, roles, and contact details for everyone in the business, right from their phone at work.
People Profile (Mobile App)Let admins and managers view and manage the profiles of people they have access to from their phone, with the same permissions and security as the web version.
Performance ReviewSense HR runs your performance review cycle end to end, sending self-assessments to employees then routing them to managers for feedback and sign-off.
Performance TimeRewards employees who finish work early within a window you set, routing qualifying early finishes to their manager for approval before adding to the planner.
Personal Document NotificationSense notifies an employee the moment a personal document needing a read or signature is added to their profile, so review and sign-off aren't delayed.
Probation ReminderSense tracks the probation end date or review date field you choose and emails your chosen recipients before it's due, so no probation review gets missed.
Probation ReviewSense HR automatically starts each employee's probation review two weeks before their end date, then routes it to their manager for sign-off.
Profile Update Notification (All Changes)Sense emails admins whenever any field on an employee's profile changes, excluding the admin who made the edit, so every update leaves a clear record.
Profile Update Notification (Specific Fields)Sense emails admins the moment an employee's personal, bank, or contact details change, so sensitive profile updates get checked and never go unnoticed.
Return to Work with Custom ScreensSense 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...
Return to Work WorkflowAs soon as someone's due back from sickness, Sense starts a structured check-in: the employee completes a return-to-work form and their manager signs it off.
Roll Call (Mobile App)Give Admins and Fire Marshalls a live view of who's clocked in, clocked out, or on leave, so an evacuation headcount takes seconds instead of a printed list.
Secondary Manager Sickness NotificationSense routes sickness alerts to an employee's Secondary Manager instead of their default line manager, using a Job details field you configure per person.
Sickness (Mobile App)Give employees a fast way to tell their manager they're too unwell to work today from their phone, generating a to-do and email instead of a phone call.
Sickness Ends Today ReminderSense checks daily for sickness absences ending today and emails admins or managers so the employee's return to work tomorrow doesn't get missed.
Standard Event Authorisation WorkflowSense automatically routes every calendar event request, like a holiday booking, to the employee's manager, or to all admins if they have none.
Standard Expense Authorisation WorkflowSense automatically routes every expense request to the right manager and, for amounts of £100 or more, to admins too, so nothing waits for someone to chase it.
Timesheet Accrual HoursAutomatically converts employees' submitted timesheet hours into holiday entitlement at the rate you set, with optional manager approval before it's added.
Timesheet Request WorkflowSends every logged timesheet entry to the line manager for approval, keeping hours worked reportable for payroll without any manual chasing.
To Do (Mobile App)Give employees a mobile task list for personal reminders and assigned items like event requests, documents to sign, or policies to read, synced with the web.
TOIL Request with Pay OptionLets employees choose to bank overtime as TOIL or be paid for it instead, then sends the request to their line manager, who reviews both together.
TOIL Request: DaysSends overtime logged in whole days to the line manager for approval, then updates the employee's TOIL balance automatically once approved.
TOIL Request: Days or Hours (Both)Lets employees log overtime in days or hours, whichever matches their own TOIL entitlement, then routes it to their manager for final approval.
TOIL Request: HoursSends overtime logged in hours to the line manager for approval, then adds it to the employee's TOIL entitlement automatically once approved.
Training Expiry ReminderSense emails admins 7 and 30 days before an employee's training certification is due to expire, so refresher courses get booked before it lapses.
Upcoming Birthday ReminderSense checks employee birthdays against a lead time you set and emails your chosen recipients when one is coming up, so no birthday goes unnoticed.
Vehicle Expiry ReminderSense emails the employee and admins 7 and 30 days before a vehicle insurance policy expires, so cover gets renewed before it runs out unnoticed.
Verify Attendance WorkflowFlags manually logged attendance records for a manager to check, so entries from the Planner or mobile app get confirmed as accurate before they're verified.
Weekly Manager RecapSense sends managers a Monday recap of their team's outstanding tasks, outstanding entitlement, and events booked for the week ahead, all in one email.
Weekly To Do RecapSense sends every employee a Monday morning summary of tasks due that week and anything overdue, so nothing gets missed at the start of the week.
Work Anniversary Milestone ReminderSense watches for employees reaching milestone anniversary years you choose, such as 5 or 10 years' service, so long service gets marked properly.
Work Anniversary Reminder (Length of Service)Sense checks every employee's start date and emails your chosen recipients a set number of days before their next work anniversary, so milestones aren't missed.
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