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Workflows

The work behind the work.

Onboarding a new hire, offboarding gracefully, renewing a contract — the long checklists you wish ran themselves. Now they do.

Templates that fit the moment.

Standard onboarding, exits, contract renewals — start from a sensible template and shape it to how your team actually runs.

Triggers without surveillance.

A workflow kicks off when something real happens — a hire, an approved leave, a date. Or when you decide to run it.

See the whole flow.

A clean visual of every step, branch, and delay. Admins know exactly what's going to happen before it does.

Steps that wait politely.

Delays, approvals, and email steps weave together. A first-day welcome lands on day one — not five days early.

Workflows + Comms

Automation that earns its keep.

Onboarding, offboarding, contract renewals, probation reviews — modelled as workflows, fired by the same event bus that drives transactional email. Templates ship out of the box; admins fork them per tenant.

01 · Trigger

Manual, event, or schedule.

Kick off a workflow from a button, from a system event (leave.approved, worker.hired), or on a cron. The trigger surface is the same regardless of source.

02 · Steps

Branches, delays, gates.

Each step is a task with optional approval, an optional delay, and optional branching by condition. Email steps render the same branded chrome as the rest of the system.

03 · Preview

Mermaid flow diagram.

Admins see the workflow as a graph before saving. No surprise loops, no orphaned steps, no production debugging.

Workflow engine
  • Workflow runs + steps. Onboarding, offboarding, contract renewals — modelled as steps with branching, delays, and gates.
  • Triggers. Kick off a workflow manually, on an event (leave.approved, worker.hired), or on a cron schedule.
  • Visual preview. Mermaid-rendered diagram of the workflow template so admins can see the graph at a glance.
  • Templates library. Pre-built Standard Onboarding seed; duplicate or fork into per-tenant variants.
Branded comms
  • Branded transactional email. Every system email wears the tenant logo + brand gradient — no rogue Mailgun defaults.
  • Template editor. Tenant admins edit subject, HTML body, and recipient logic without redeploying.
  • Event subscriptions. Fire emails on leave.requested, leave.approved, payslip.ready and friends. Custom or default recipients.
  • Delivery telemetry. SendGrid event webhook surfaces delivered / opened / bounced status straight in the dashboard.
  • Recipient-aware greetings. Each email greets the recipient by preferred name — pulled from worker profile.