Workflow templates
Qik Office ships with eleven workflow templates, grouped into People, Money and Operations. Each template is a sentence the agent builds from, so you can adjust it to your company before anything is designed. Workflow admins can use templates.
How to start from a template
- Open Workflows.
- Open the ⋯ menu and select Start from a template. (When you have no workflows yet, the templates show straight away under Start from one of these.)
- Select Use this on a template.
- Edit the sentence in the agent box if you like, then select Build.
- Review the design and build it as in Create a workflow.
People
| Template | What it does | Steps |
|---|---|---|
| Leave request | An employee requests time off, their manager approves it, and HR is told. Long requests go up a level. | Request leave (form) · Policy check · Manager approval · Revise if changes are asked for · More than 3 days? Skip-level approval · Tell HR and the team calendar |
| Employee onboarding | Everything before and during someone's first week, run in parallel across HR, IT and their manager. | New joiner details (form) · In parallel: laptop and accounts, payroll and documents, desk and buddy · Manager confirms the first-day plan · Day one checklist · Week-one check-in |
| Hiring request | A manager asks for a role with the reason and budget; the department head approves, finance confirms headcount, and HR opens the vacancy. | Ask for a role · Department head approves · Finance confirms headcount and budget · HR opens the vacancy · Manager is told |
| Employee exit | A manager records a leaver and last day; IT reclaims accounts and equipment, finance settles final pay, and HR confirms everything is closed. | Record leaver and last day · IT reclaims accounts and equipment · Finance settles final pay · HR exit conversation · HR signs off |
Money
| Template | What it does | Steps |
|---|---|---|
| Expense claim | Somebody claims an expense with a receipt, the budget owner approves it, and finance pays it out. | Submit claim with receipt (form) · Check against policy · Manager approval · Over the limit? Finance approval · Mark as paid and notify |
| Purchase request | A request to buy something, approved by the budget holder and above a threshold by finance, then tracked to delivery. | Describe the need (form) · Budget holder approval · Over the threshold? Finance approval · Procurement raises the order · Confirm delivery |
| Discount approval | A rep asks for a discount and says why; the sales head approves, and anything past the floor goes to finance before the quote goes out. | Rep asks · Sales head approves · Past the floor? Finance approves the margin · Rep sends the quote · Decision logged against the deal |
| Travel request | An employee requests a trip with dates, destination and estimated cost; their manager approves, finance approves anything over the limit, and admin books it. | Request a trip · Manager approves · Over the limit? Finance approves · Admin books it · Trip goes in the calendar |
Operations
| Template | What it does | Steps |
|---|---|---|
| IT support ticket | Anyone raises an IT issue; it is triaged by urgency, assigned, and closed once the reporter confirms. | Raise a ticket (form) · Triage urgency · Assign to the IT queue · Urgent? Notify on-call · Reporter confirms · Close, or reopen and reassign |
| Contract review | Somebody submits a contract with the counterparty and value; legal reviews and can send it back, and anything over the limit needs the finance head before signing. | Submit a contract · Legal reviews · Over the limit? Finance approves · Owner signs and records the date · Renewal goes in the calendar |
| Customer complaint | Support logs a complaint; an owner investigates and proposes a resolution, the support head signs off refunds, and the customer is told the outcome. | Log the complaint · Investigate and propose a fix · Refund? Support head signs off · Tell the customer · Review serious ones a week later |
tip
Don't see your process? Select Describe your own in the gallery and write it in your own words.