Save Time with Expert-Built Templates in Workflows

Modified on Thu, 5 Jun at 11:49 AM

This guide explains what pre-built templates are, which ones are available, and how to start using them.

Workflows includes expert-built templates designed to help you streamline common HR processes. These templates ensure you follow best practices and comply with local guidelines where applicable, saving you time and effort when managing repetitive tasks.

1. What Are Expert-Built Templates?

Expert-built templates are ready-to-use workflow templates available in Workflows. Created with Simployer’s HR expertise, these templates help you efficiently manage recurring processes while ensuring compliance with local laws and guidelines where applicable.

These templates include predefined task lists, reducing manual effort and ensuring consistency for your HR processes.

2. Available Expert-Built Templates

Here are the expert-built templates currently available in Workflows:

Template Name	Purpose	Country-Specific
Position Change	Manage tasks when an employee changes position or role.	No
Sick Leave Follow-Up	Automate sick leave follow-up management tasks.	Sweden & Norway
Rehabilitation	Guide employees through rehabilitation plans after long-term sick leave.	Sweden
Reboarding	Streamline reboarding for employees returning from leave or absence (excluding sick leave).	No
Parental Leave	Manage processes for employees going on parental leave.	Sweden & Norway

Note: Country-specific templates are tailored to meet local guidelines and regulations.

3. How to Use Expert-Built Templates

Follow these steps to start using an expert-built template:

Go to the Workflows Page:
- Navigate to the Templates tab.
Select an Expert-Built Template:
- Browse the list of available templates, such as “Position Change” or “Sick Leave Follow-Up”.
- Click on the template to see a preview of the task list and details.
Customize the Template (Optional):
You can choose to use the template as it is or to edit it :
- Duplicate the template and give him the name you want
- Edit the duplicated template:
  - Adjust the trigger
  - Adjust the task list to fit your needs
- Save your customized template.
Activate the Template:
- For automatic templates, toggle on "trigger on event" for this specific template
- For manual templates, trigger workflows manually when needed by using "New workflow from a template".
Launch Workflows:
- Once activated, workflows based on the template will automatically trigger or can be launched manually.

4. Why Use Expert-Built Templates?

Pre-built templates designed by Simployer experts help you:

Save Time: Start with ready-made templates for common HR workflows and avoid building processes from scratch.

Ensure Compliance: Use country-specific templates (e.g., for Sweden or Norway) that align with local laws and HR guidelines.

Standardize Processes: Maintain consistency across workflows for recurring tasks like onboarding, sick leave follow-ups, or parental leave.

Stay Organized: Avoid missed steps with predefined task lists that guide your team seamlessly through processes.

5. Need More Help?

For additional guidance, check out these related articles: