Process & Workflow 

Templates

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Featured Process & Workflow Templates

A selection of our most popular process & workflow templates.

Assign a New Contractor

When we talk with companies across the construction, engineering and manufacturing industries, the management of contractors and subcontractors is...

Process an Invoice

Processing invoices is possibly the most frequent and essential accounts payable process. Including a new supplier setup step helps keep overall...

Advertise an Open Position

The process of writing a job description and advertising a position is often fraught with issues. Without a clear chain of communication, both the...

Apply for Leave

Leave requests are one of the most common processes within an organization. For this reason, they are a great place to start with process...

Expense Claim

In most organizations, particularly those that require staff to travel, it’s common for employees to incur expenses that require reimbursement. If...

Capital Expenditure Requests

At Flowingly, we work with every kind of process and organization. Capital expenditure requests are universally one of the most critical of all...

Onboard & Induct A New Employee

A quality onboarding experience is the single most important step to getting a new staff member to an operational level quickly. Sadly, this is a...

Request Access to Applications

Many companies run this process informally, often using email. This approach can work with 10 employees in the same office. But what about when you...

Request to Work Remotely

Before staff start working remotely, most organizations will need to approve it. This process has two main benefits. Firstly, the organization can...

Set Up Your Remote Workspace

Whether your employees are in the office or working remotely, it’s important that their workspace inspires quality work and is safe to work for...

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Essential Processes for Finance

Build Your Digital Processes

We asked our process experts to dig into the issue and breakdown critical finance processes that can help companies immediately.

This book covers the small and frequent processes as well as processes you might struggle to find documented anywhere else.

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