Event Document Collection Workflow
Sense can request supporting documents automatically when selected Planner events are booked. It creates the document record, assigns the employee a task and links the request to the event that triggered it.
How it works
Supporting evidence is requested consistently without HR creating each document request by hand.
1
Choose event types
Choose which Planner event types require documents.
2
Create document record
When a matching event is booked, Sense creates an Event Documents record.
3
Notify employee
The employee receives a task and email.
4
Upload supporting files
The employee uploads the requested supporting files against the pre-filled event details.
See this workflow running
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FAQ
What starts this workflow?+
An administrator chooses which Planner event types need supporting documents. Booking one of those events starts the workflow.
What happens at the end of the workflow?+
The employee uploads the requested files against the event, whose details Sense fills in for them.
Who is involved?+
Administrators choose the event types. Employees get the task and upload the documents.
What can we configure?+
Which Planner event types need documents, and when the upload task is due.
Which Sense plan includes it?+
This workflow is part of the workflow library, included on the Elite and Enterprise plans. See the pricing page for what each plan includes.