CRM - Operate | Employee Workflows

Elevate the employee experience by digitalizing employee processes & making it easier for employees to get what they need, when they need it.

Digitalize employee onboarding & offboarding workflows

Reduce new hire's time-to-productivity with faster onboarding. Initiate the onboarding as soon as an offer is signed. Finish all the forms and formalities, and save your new hire’s first day for meaningful interactions with the team. Configure a workflow to onboard employees per your business needs. Invlove all necessary to complete the onboarding - your IT, HR admin, or other teams. Create, assign, and follow up on tasks that are a part of onboarding and offboarding. Send automatic reminders & escalation for onboarding tasks not completed on time.
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Digitalize travel booking & expense claim approval workflow

Digitalize the entire travel approval process from travel booking to expense claims to reimbursement. Eliminate the errors, paper and procedures that go with it. Employees can submit, review, and approve any expense reports on the go. Configure travel expense settings, travel policies, spend policies, etc. as per your business needs. Users can quickly take a picture of receipts, submit expense reports for approval from any mobile device, and keep productivity on track. Make smarter, data-driven decisions with a complete spend picture.
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Digitalize procurement approval workflow

Digitalize end-to-end procurement process from employee raising procurement approval request to generating purchase order to goods inward to payment. Configure multi-step workflow to approve the procurement request.
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Digitalize leave approval workflow

Using mobile, allow employees to raise time-off booking requests for approval. Configure multi-step workflow to approve the leave request. Approved leaves are automatically deducted from alloted leaves. Auto-send approved leave request notifications to employee & HR.
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Digitalize any other employee workflows

Easily create no-code custom apps & attach a workflow to each custom app. Orchestrate work from end-to-end & get all stakeholders to serve your customers within prescribed time limit using extensible, multi-step and branched workflows. Seamlessly assign & route tasks to internal & external team members. Check for out-of-office before assigning workflow tasks to a user.
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