HR Template Types

An Activity Assignment is a task that needs to be completed in order to complete a project or assignment. Using these templates, you can manage workflows like daily task assignments, product deliveries, etc. These templates let you assign employees tasks, set deadlines, and monitor their progress. You can keep track of everything to stay organized and finish the tasks faster. The available templates in this type are:

• Delivery
• Field Executive Activity

These process templates are designed to manage daily task assignments effectively. These templates can cover every activity in a task management workflow from start to end. You can use these templates to quickly assign tasks, monitor the task progress, record your observations, and more. This type is pre-equipped with some sample templates which can manage activities like CCTV service, task progress reports, residential verification, service tickets, quick task assignments, etc. The available templates in this type are:

• Task Progress Report
• CCTV Service
• Residential Verification
• TickeT
• Service TickeT
• Quick Tasks Assignment

eLearning is the delivery of learning and training through digital resources. These process templates allow you to manage and monitor eLearning-related workflows digitally. You can manage every activity like classroom training, attendance, feedback from students, etc. The available templates in this type are:

• E Learning

These process templates make your claim processing easier and a lot more efficient. You can manage all activities in a claim process such as claim initiation, collecting required documents, approvals, etc. You can make use of the below process template to carry out the claims process.

• Claims Process

A timesheet is a method for recording the amount of time workers spend working - this method includes filling out the start and end times for employees and the projects and activities they worked on, traditionally on a piece of paper. The timesheet process template helps you to manage activities like timesheet entry by employees, manager approvals, etc. These timesheet templates can also help you track the efficiency and productivity of teams within your company or business unit. Here are some templates you can use to manage the timesheet workflow.

• Timesheet

HR process templates help you to automate every HR workflow from recruitment and onboarding to offboarding. You can manage every activity like employment applications, interview assessment, approvals, document verification, email creation, team introduction, and more. Here are some sample templates you can use to carry out HR-related workflows.

• Onboarding A New Employee
• Recruitment Process

Event management templates save you time by automating many of your manual event management workflows. These templates simplify the entire event planning process, starting with sourcing your venue and ending with custom dashboards and reports after your event. This type is pre-equipped with the below sample template you can use for lead management. The available templates in this type are:

• Lead Management