Process Templates

Finance

• Vendor Invoice Approval & Payment Process
• Capital Expenditure Request (CER)
• Employee Reimbursement Request
• New Vendor Request

Human Resources

• Employee Offboarding
• Employee Change Request
• New Hire Request
• Request for Paid Time Off (PTO)

IT

• User Access Request

Legal

• Client Matter Intake

Marketing

• Marketing Collateral Request

Operations

• Visitor Log Book Check In Process
• Headquarters Meeting Request
• Maintenance Request
• New Product Request

Safety

• Safety Incident Reporting

Sales

• Pricing Discount Request