Which workflow templates are available in Simployer One? 

Simployer One includes a library of expert-built workflow templates that help you automate common HR processes. These templates are designed using HR best practices and can be used as they are or duplicated and customized to match your organization's processes. 

Workflow templates reduce manual work, improve consistency, and ensure that important tasks are completed at the right time. 

Before you begin 

• Owners and Admins can manage workflow templates.  
• Navigate to Workflows → Manage templates to view the available templates.  

How do I use an expert-built workflow template? 

You do not need to build every workflow from scratch. 

To use an existing template: 

1. Go to Automation in the left side menu.
2. Navigate to Workflows → Manage templates.  
3. Locate the template you want to use.  
4. Select the three-dot menu beside the template.  
5. Select Duplicate.  
6. Edit the duplicated template to match your organization's process.  
7. Save the template.  

You can then use the template to start manual workflows or activate automatic triggers, depending on the template configuration. 

Tip 

Always duplicate the built-in template before making changes. This allows you to keep the original template as a reference. 

What is the Position Change workflow template? 

The Position Change workflow template helps you coordinate tasks when an employee changes position or role within the organization. 

Typical tasks may include: 

• Updating system access  
• Ordering new equipment  
• Informing relevant departments  
• Updating documentation  
• Scheduling meetings with the employee  

This template helps ensure a smooth transition whenever an employee moves into a new position. 

Country availability

All countries 

What is the Sick Leave Follow-up workflow template? 

The Sick Leave Follow-up workflow template automates tasks related to employee sick leave. 

It helps managers and HR ensure that required follow-up activities are completed according to company procedures. 

Typical tasks may include: 

• Contacting the employee  
• Scheduling follow-up meetings  
• Preparing documentation  
• Completing required administrative activities  

This workflow is typically started automatically when the configured sick leave trigger is met. 

Country availability

Sweden and Norway 

What is the Rehabilitation workflow template? 

The Rehabilitation workflow template supports employees returning to work after long-term sick leave. 

It helps coordinate rehabilitation activities between managers, HR, and the employee. 

Typical tasks may include: 

• Planning rehabilitation meetings  
• Following up on agreed actions  
• Documenting rehabilitation activities  
• Coordinating responsibilities between stakeholders  

This workflow helps organizations maintain a structured rehabilitation process. 

Country availability

Sweden 

What is the Reboarding workflow template? 

The Reboarding workflow template helps employees return to work after an extended period of leave or absence, excluding sick leave. 

Typical situations include: 

• Returning from parental leave  
• Returning from unpaid leave  
• Returning after a career break  

Typical tasks may include: 

• Preparing equipment  
• Updating access permissions  
• Scheduling meetings  
• Sharing updated company information  

This template helps employees return to work smoothly and efficiently. 

Country availability

All countries 

What is the Parental Leave workflow template? 

The Parental Leave workflow template helps organizations manage the activities that take place before, during, and after an employee's parental leave. 

Typical tasks may include: 

• Planning leave dates  
• Preparing handovers  
• Informing colleagues  
• Managing return-to-work activities  

This workflow helps ensure that both the employee and the organization are prepared throughout the parental leave process. 

Country availability

Sweden and Norway 

What is the Onboarding and Offboarding workflow template? 

The Onboarding and Offboarding workflow template helps standardize the processes for employees joining or leaving the organization. 

The template can be used to coordinate activities across HR, managers, IT, payroll, and other departments. 

Typical onboarding tasks may include: 

• Preparing equipment  
• Creating user accounts  
• Scheduling introduction meetings  
• Completing mandatory training  

Typical offboarding tasks may include: 

• Returning equipment  
• Removing system access  
• Completing exit activities  
• Collecting company property  

This template helps ensure that onboarding and offboarding processes are completed consistently across the organization. 

Country availability

Sweden, Norway, and English 

Can I customize workflow templates? 

Yes. 

All expert-built templates can be duplicated and customized. 

After duplicating a template, you can modify: 

• Template name  
• Description  
• Categories  
• Tasks  
• Deadlines  
• Task owners  
• Instructions  
• Links  
• Trigger settings  

Customizing a duplicated template allows you to adapt the workflow to your organization's processes while keeping the original template unchanged. 

Which workflow template should I use? 

Best practices 

Tip 

Review the expert-built templates before creating a new workflow. An existing template may already meet your needs or require only minor adjustments. 

Tip 

Duplicate built-in templates instead of editing them directly so you always have the original version available as a reference. 

Tip 

Give duplicated templates descriptive names if you create different versions for different departments or locations. 

Important 

Test customized workflow templates before using them across your organization to ensure tasks, deadlines, and assignments work as expected. 

FAQs 

Who can manage workflow templates? 

Only Owners and Admins can create, duplicate, edit, and manage workflow templates. 

Can I edit the expert-built templates? 

The recommended approach is to duplicate an expert-built template and edit the duplicated version to match your organization's requirements. 

Can I create my own workflow templates? 

Yes. Owners and Admins can create workflow templates from scratch or duplicate and customize existing templates. 

Which workflow template should I use for onboarding new employees? 

Use the Onboarding and Offboarding workflow template. 

Which workflow template should I use when an employee changes role? 

Use the Position Change workflow template. 

Which workflow template should I use for employees returning from parental leave? 

Use the Reboarding workflow template if you want to manage the employee's return after leave. Use the Parental Leave workflow template to manage the leave process itself before, during, and after the absence. 

Are all workflow templates available in every country? 

No. Some workflow templates are country-specific. The country availability for each template is listed in this article.