HR Workflows

Download these Human Resources (HR) workflow templates (PDF, PPT, VSD, BPMN formats) to gain an understanding of the business processes carried out within an HR department. These workflow templates can also be used as a starting point for your own HR process improvement initiatives.

Recruiting & Hiring Workflows

Applicant Screening & Interview

The screening of job candidates (by phone) and the subsequent process of shortlisting and interviewing applicants who pass the initial screening call. Includes screening and interview scheduling, applicant acceptance or rejection and interview result documentation.

Move Management

Assisting recently hired employees with relocation. Includes assistance in transporting possessions, locating an appropriate residence, updating or procuring any state/federal documentation, and ensuring the employee is settled into the new environment.

Recruiting & Hiring (General)

The recruitment, assignment, and final placement of employees into certain positions within the organization based on current company needs and employee competencies.

Recruiting Planning & Applicant Sourcing

The planning of recruitment activities based on company needs and the subsequent job postings and application submissions. Includes requisition creation and approval, recruiter assignments, and processing of submitted applications.

Training & Development Workflows

Employee Training & Development (General)

The initial training as well as continued development and improvement of existing employee competencies. Includes training, education, and future development of existing human capital.

HR Generalists Workflows

Employee Information Request

The authorization of requests for employee records. Includes the initial request for official employment records, authorization of the requesting party, subpoena processing (if needed), and transmission of the requested information (if approved).

Employee Record Management

The management of employee records (for both current and former employees) and the processing of requests for employee records. Includes the initial filing of employee information and record retrieval.

Random Drug Testing

The random selection, review and notification of employees who are to be drug tested and the subsequent scheduling and processing of drug test results.

Resignation & Termination

The handling of all tasks surrounding voluntary and involuntary termination and the initiation of any retirement benefits. Includes reconciliation of all employee equipment and paperwork upon termination and the documentation of terminated employee retirement benefits.


The tracking of hours worked each week by hourly employees and any subsequent adjustments made by supervisors related to wages or hours worked.

Benefits & Compensation Workflows

Benefits Accounting

The processing and documentation of employee 401(k) information. Includes education of 401(k) participants, the transmission of enrollment information related bank(s), the configuration of payroll deductions for participants and the validation of 401(k) fund transfers.

Benefits Administration

The management, development, and administration of all employee health, disability, vacation, and other related benefits.

Off-Cycle Check & Wage Garnishment

The processing of requests for off-cycle payroll checks and the setup of wage garnishment actions. Includes the setup of automated off-cycle payroll, the reception of garnishment notifications, and the subsequent setup of garnishment payments by the accounts payable group.

Payroll Tax

The processing, analysis and payment of company payroll taxes. Includes payroll tax related analysis and administration for employee tax inquiries, tax jurisdictions, stock options, employee relocation and acquisition support.

Sales Compensation Incentive Programs

The correction, testing and implementation of changes in employee compensation structure within HR compensation systems. Includes compensation generation and analysis, testing, production and validation.

Survivor Benefits

Legal and administrative work surrounding deadly work-related incidents. Includes communications with government agencies (Social Security Commission), the documentation of incident details and communications with family members and insurers.

Worker's Compensation & Short-Term Disability

The handling of work-related accidents and related processing of worker's compensation, short-term disability pay and medical leave of absence. Includes risk management reporting, communications with insurers and health care providers, and processing of short-term disability benefits.

Human Capital Management Workflows

Business Leader Alignment

The planning and implementation of company-wide business unit strategies related to human capital management. Includes meetings with business unit leadership, discussions on key business unit metrics and strategies, and the drafting and approval/denial of business initiatives.

Employee Equity Allocation

The identification of employees who are eligible to receive equity in the company and subsequent configuration of payouts and equity statements. Includes approval/denial of equity roster, the calculation of taxes related to equity payouts and the transmission of equity statements to selected employees.

Human Capital Planning

The creation of human capital planning initiatives by business unit leadership and HR coordinators. Includes planning sessions with business unit leadership, compensation analysis, project coordination and execution.

Performance Management

The formal analysis of employee performance. Includes employee observation, formal performance reviews, improvement recommendations, and commendations.

Employee Relations (ER) Workflows

Employee Relations Investigation

The investigation and resolution of complaints submitted to the employee relations group. Includes investigation request notification and the subsequent meeting of HR leadership and involved employees to resolve the issue.

Employee Relations (General)

The management and reconciliation of any benefits, compensation or policy related issues surrounding human capital. Includes assurance of employee adherence to internal policies, the fielding of HR-related inquiries, and the management of employee complaints and suggestions.

Ergonomics Request

The management of employee requests for ergonomic office equipment and supplies. Includes initial research by the requesting party and subsequent approval or denial of the request by the company's ergonomics coordinators.

Military Leave Processing

The processing of requests for leave of absence related to military service. Includes the completion of required paperwork, submission of military orders to HR staff, and calculation of military differential pay.

Safety Operations

The creation and maintenance of employee safety standards and procedures and the processing of employee safety-related incidents. Includes analysis and revision of current safety standards and safety incident resolution and reporting.