Use these templates to automatically sync core workforce actions directly with your
external systems of record. Provide employees and HR service representatives with structured
intake forms that seamlessly pass data to third-party HR, identity, and financial platforms via
preconfigured connectors. This ensures instant data consistency across your integrated HR tech
stack, minimizes manual data entry errors, and triggers automated downstream
workflows.
Required Editions
- Update Performance Goals
Deploy this template to provide employees with a standardized way to update existing performance goals.
- Delete Performance Goals
Deploy this template to provide employees with a standardized way to request the removal or deletion of performance goals.
- Create Performance Goals
Deploy this template to provide employees with a standardized way to create new performance goals.
- Create Bills
Deploy this template to allow HR Service Representatives to standardize the process of creating new financial bills.
- Update Bills
Deploy this template to allow HR Service Representatives to standardize modifications or updates to existing bills.
- Submit Team Recognition
Deploy this template to provide employees with a standardized way to recognize their peers and submit team recognition requests.
- Spot Bonus and Reward Nomination
Deploy this template to provide managers and employees with a standardized path for nominating colleagues for spot bonuses and rewards.
- Manage Employee Exit and Deprovision IT Access
Deploy this template to structure the offboarding workflow, ensuring clean IT and access deprovisioning by the HR Service Rep persona.
