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?+
The documented process starts with: Choose which Planner event types require documents.
What happens at the end of the workflow?+
The final documented step is: The employee uploads the requested supporting files against the pre-filled event details.
Who is involved?+
The documented participants are Employees, Administrators.
What can we configure?+
The documented configuration includes Event types; Task due date.
Which Sense plan includes it?+
This draft currently marks the workflow as Elite and above. See the price section and any product-review note before publication.