Workflow library
Every HR workflow you run — including the ones your HRIS forgot.
Start from a template, change the words to match your policy, and switch it on in Slack. Free to start.
Popular most teams start here
OnboardingPopular
New-hire onboarding
A day-one checklist across IT, payroll and the team.
Use this template →OnboardingPopular
Equipment requests
Laptops and gear approved, ordered and tracked.
Use this template →OnboardingPopular
Probation check-ins
30-, 60- and 90-day check-ins scheduled and recorded.
Use this template →Time offPopular
PTO requests and balances
Ask, approve and see balances without leaving Slack.
Use this template →Time offPopular
Sick-day tracking
Log call-outs and keep each state's sick-leave balance right.
Use this template →Time offPopular
WFH day allowance
Cap and track work-from-home days, reset yearly.
Use this template →PoliciesPopular
Handbook answers
Every policy question answered with the clause cited.
Use this template →Pay and benefitsPopular
Expense exceptions
Out-of-policy spend explained and approved first.
Use this template →Pay and benefitsPopular
Learning stipend
Budgets tracked, requests approved, balances shown.
Use this template →Growth and retentionPopular
Career conversations
Prompt managers with a suggested opener and follow-up.
Use this template →Hiring 5
Hiring
Headcount requests
Managers ask in Slack; finance approves against the plan.
Use this template →Hiring
Requisitions and JDs
Open a role with a JD written from your levels and bands.
Use this template →Hiring
Interview scheduling
Panels booked, reminders sent, scorecards chased.
Use this template →Hiring
Offer approvals
Offers routed to the right approvers before they go out.
Use this template →Hiring
Background checks
Start, track and clear checks before day one.
Use this template →Onboarding 5
OnboardingPopular
New-hire onboarding
A day-one checklist across IT, payroll and the team.
Use this template →OnboardingPopular
Equipment requests
Laptops and gear approved, ordered and tracked.
Use this template →Onboarding
Access provisioning
Tools switched on by role, switched off on exit.
Use this template →Onboarding
Buddy matching
Every new hire gets a buddy and a first-week plan.
Use this template →OnboardingPopular
Probation check-ins
30-, 60- and 90-day check-ins scheduled and recorded.
Use this template →Time off 7
Time offPopular
PTO requests and balances
Ask, approve and see balances without leaving Slack.
Use this template →Time offPopular
Sick-day tracking
Log call-outs and keep each state's sick-leave balance right.
Use this template →Time offPopular
WFH day allowance
Cap and track work-from-home days, reset yearly.
Use this template →Time off
Hybrid office days
Track in-office days against your hybrid policy.
Use this template →Time off
Holiday calendars
The right holidays for every location, answered on request.
Use this template →Time off
Parental leave planning
Dates, cover and return-to-work, planned with a person from HR.
Use this template →Time off
Leaves of absence
Opens a private case with HR; tracks dates and documents.
Use this template →Policies 6
Policies
Policy acknowledgments
Send a policy, collect sign-offs, chase the rest.
Use this template →PoliciesPopular
Handbook answers
Every policy question answered with the clause cited.
Use this template →Policies
Required training
Track mandatory training by state and role, with reminders.
Use this template →Policies
State and country moves
What changes when someone moves, and who does what.
Use this template →Policies
Work authorization dates
Reminders before document re-verification is due.
Use this template →Policies
Contractor checks
Keep contractors classified and documented correctly.
Use this template →Pay and benefits 6
Pay and benefitsPopular
Expense exceptions
Out-of-policy spend explained and approved first.
Use this template →Pay and benefitsPopular
Learning stipend
Budgets tracked, requests approved, balances shown.
Use this template →Pay and benefits
Wellness stipend
Claims checked against policy and paid on time.
Use this template →Pay and benefits
Benefits enrollment
Reminders and answers through open enrollment.
Use this template →Pay and benefits
Pay-change requests
Raises and adjustments with the right approvals.
Use this template →Pay and benefits
Compensation reviews
Run the cycle against bands, with every approval logged.
Use this template →Performance 5
Performance
Goal setting
Goals drafted, agreed and visible to the team.
Use this template →Performance
1:1s
Scheduled, with shared agendas and notes.
Use this template →Performance
Review cycles
Self-reviews, peer feedback and manager drafts on time.
Use this template →Performance
Promotion cases
Evidence gathered and routed to the promotion panel.
Use this template →Performance
Recognition
Shout-outs in Slack, counted toward growth signals.
Use this template →Growth and retention 5
Growth and retentionPopular
Career conversations
Prompt managers with a suggested opener and follow-up.
Use this template →Growth and retention
Stay conversations
Act on people flagged as at risk, with an owner and date.
Use this template →Growth and retention
Development plans
Stretch work and learning for rising performers.
Use this template →Growth and retention
Internal moves
Requests to change team or role, routed and decided.
Use this template →Growth and retention
Pulse check-ins
Short questions in Slack that feed your intelligence.
Use this template →Changes and exits 6
Changes and exits
Role and manager changes
Updated everywhere, with the right people told.
Use this template →Changes and exits
Personal detail updates
Address, bank and emergency contacts, changed safely.
Use this template →Changes and exits
Resignations and offboarding
Checklist, access removal and handover in one flow.
Use this template →Changes and exits
Final pay timing
The right final-pay date for each state, flagged to payroll.
Use this template →Changes and exits
Exit interviews
Structured exits that feed regretted-exit analysis.
Use this template →Changes and exits
Alumni and rehires
Keep in touch with good leavers; flag boomerang candidates.
Use this template →Global teams 3
Global teams
International hires
Hire in India and other countries through Wisemonk EOR.
Use this template →Global teams
Contractor onboarding and invoices
Contracts, documents and monthly invoices in one place.
Use this template →Global teams
Country leave and holidays
Local rules answered for every country you employ in.
Use this template →Don't see yours?
Describe it in plain English and Hallwise will build it — the tracker, the Slack requests, the approvals and the reminders.
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