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Launch HR & People Processes in Minutes, Not Days

Choose a ready-made FlowDocs template to standardize repeatable work, reduce setup time, and get your team moving faster in Microsoft Teams.

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Turn Repeatable HR Work Into Reliable Workflows

Standardize Every Step

Use proven templates to give every HR process a clear structure, consistent steps, and the right information from the start.

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Reduce Manual Follow-Ups

Replace scattered messages and repetitive admin with automated workflow stages, task ownership, and approvals inside Microsoft Teams.

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Launch Processes Faster

Start with a premade template, tailor it to your policies, and deploy onboarding, requests, reviews, and more without code.

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Explore HR & People Template Categories

Every HR team knows the feeling: you’re finally ready to streamline employee requests, but you open the settings and stare at a blank page. Where do you start? What request types do you need? What fields should the form have? Who should approve what?
With our new Premade Templates, you skip all of that. The Template Library gives you ready-made categories packed with request forms — and everything can be adjusted later in the builder. No setup marathon. No staring at empty screens. Just pick, preview, and go.
Let’s look at the HR & People category — one of the 10 available categories (IT & Support, Onboarding & Offboarding, Facilities & Office, Finance & Procurement, Legal & Compliance, Marketing & Design, Customer Service, and more).

What’s inside the HR & People templates

🏖️ Time off & leave

Vacation, sick leave, remote work and unpaid leave requests — all routed with manager approval built in.
  • Vacation request
  • Sick leave
  • Remote work request
  • +1 more
Why it’s useful: Instead of employees messaging their manager in five different chats, every leave request lands in one place, with the same structure, every time. Managers get a clean queue to approve, and HR gets an automatic record — no spreadsheet babysitting.

📄 Employee documents

Employment certificates, salary letters, payslips and reference letters — issued by HR on request.
  • Employment certificate
  • Payslip request
  • Reference letter
  • +1 more
Why it’s useful: “Can you send me a certificate for the bank?” is one of the most repeated questions in any HR inbox. With a dedicated request type, employees submit it themselves with all the details HR needs (purpose, language, deadline), and HR processes a queue instead of digging through email threads.

🎉 Team celebrations

Birthdays, work anniversaries and team events — keep the good moments organised.
  • Birthday celebration
  • Work anniversary
  • Team event proposal
Why it’s useful: Culture work often falls through the cracks because nobody owns it. These templates give anyone a simple way to propose and plan celebrations, so great moments don’t depend on one person’s memory.

👩‍💼 HR support

Payroll questions, benefits changes, training requests and confidential HR concerns.
  • Payroll question
  • Benefits enrollment / change
  • Training & course request
  • +1 more
Why it’s useful: This is your catch-all for everything employees need from HR. Routing benefits changes and training requests through forms means nothing gets lost, and sensitive topics can be handled with the confidentiality they deserve.

🧲 Recruiting

Open a position, refer a candidate or schedule interviews.
  • New hire requisition
  • Employee referral
  • Interview scheduling
Why it’s useful: Hiring involves lots of moving parts — and lots of people. Standardised requisitions and referral forms keep every request consistent, so hiring managers, recruiters and interviewers are always on the same page.

How to get started

  1. Open the Template library from your portal settings.
  2. Browse categories on the left — or use the search bar if you know what you need.
  3. Click any template card to preview its request types and fields on the right.
  4. Hit Use template — it lands in your builder, fully editable.
Everything is just a starting point. Rename request types, add or remove fields, change approvals — the builder lets you adjust anything to match how your company actually works.

The bottom line

Premade templates turn days of configuration into minutes. You get battle-tested request types out of the box, your employees get a clear, professional portal from day one, and your HR team spends time on people — not on building forms.
Start with HR & People today, and explore the other 9 categories whenever you’re ready. 🚀

Ready-to-Use HR & People Workflows

Employee Onboarding
Create a confident first-day experience
Guide every new hire through documents, introductions, equipment requests, training tasks, and approvals in one clear Teams-based workflow.
Leave & Absence Requests
Keep time-off decisions moving
Standardize leave requests, manager approvals, calendar updates, and employee notifications without chasing emails or spreadsheets.
Performance Review Cycle
Make feedback structured and timely
Coordinate review deadlines, self-assessments, manager feedback, and completion tracking with a repeatable process for every cycle.

From template to live workflow

Launch your process in four simple steps

1

Choose a Template

Select a proven HR or people workflow that matches the process your team needs to manage.

2

Adapt It Without Code

Customize fields, stages, instructions, and approval paths to fit your policies—no technical expertise required.

3

Assign and Deploy

Set owners and responsibilities, then publish the workflow directly in Microsoft Teams for easy adoption.

Get Started

Start Faster With a Proven Foundation

Premade templates give HR teams a practical starting point for consistent, governed workflows—without the time and uncertainty of building every process from scratch.

Premade Template

Launch Speed

Ready to customize and deploy in minutes

Process Consistency

Built on a structured, repeatable workflow

Governance

Clear stages, ownership, and approvals from the start

Build From Scratch

Launch Speed

Requires planning, design, testing, and refinement

Process Consistency

Varies by creator and can be harder to standardize

Governance

Must be designed and maintained manually

Premade Templates: Frequently Asked Questions

u

Can we customize FlowDocs templates for our HR policies?

Yes. Start with a premade template, then adapt steps, fields, approvals, roles, and instructions to match your organization’s policies and ways of working—without needing to code.

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Do FlowDocs templates work inside Microsoft Teams?

Yes. FlowDocs is integrated with Microsoft Teams, so teams can access workflows, collaborate on tasks, and keep process updates close to the conversations and files they already use.

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Who owns a workflow after it is launched?

You decide. Assign clear workflow owners and participants so HR, People Operations, managers, or other stakeholders know who is responsible for each step, review, and approval.

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How secure is our HR information in FlowDocs?

FlowDocs is designed for collaborative work in Microsoft Teams. Access can be managed through the permissions and governance practices your organization uses to protect sensitive employee information.

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What HR processes can we build with premade templates?

Templates can support onboarding, offboarding, employee requests, recruitment coordination, performance review preparation, policy acknowledgements, leave processes, and other recurring People workflows.

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How quickly can we launch a workflow from a template?

Most teams can begin with a relevant template, make the needed adjustments, and launch a standardized workflow in minutes rather than starting from scratch over days or weeks.

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Do we need technical or coding skills to use FlowDocs?

No. FlowDocs enables teams to create and adapt no-code workflows, making it easier for HR and People teams to improve processes without relying on development resources.

u

Can different teams collaborate in the same HR workflow?

Yes. Bring together HR, hiring managers, IT, finance, and other contributors in one shared process with visible tasks, ownership, and progress for every participant.

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Can we create our own templates from successful workflows?

Yes. Once your team has built a process that works, you can use it as a repeatable foundation for similar requests, teams, or locations to maintain consistency at scale.