PeopleIQ Smart Workflows

Automate the HR processes
your team currently manages manually.

PeopleIQ Smart Workflows helps HR teams manage new starters, leavers, transfers, promotions, approvals, document requests, IT notifications, payroll tasks and employee lifecycle processes from one intelligent workflow platform.

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Why Smart Workflows Matter

Stop chasing HR tasks across emails and spreadsheets.

Many HR teams still rely on emails, spreadsheets, reminders and manual follow-ups to manage critical employee lifecycle processes. This creates delays, missed tasks, poor visibility and unnecessary risk.

PeopleIQ Smart Workflows ensures every step is tracked, assigned, monitored and completed.

Key Workflows

Every major employee lifecycle process, structured.

From a candidate's first day to their last Smart Workflows keeps HR, managers, IT and Payroll aligned.

New Starter Workflow

Triggered when a candidate is successful
Generate contract
Upload signed contract
Create employee record
Notify IT
Notify Payroll
Assign induction
Schedule probation review

Leaver Workflow

Capture resignation or termination details
Notify payroll
Notify IT
Request asset return
Schedule exit interview
Generate service letter
Archive employee record

Promotion Workflow

Capture promotion request
Approvals
Generate promotion letter
Update employee position
Notify payroll
Assign new role training

Transfer Workflow

Update department, branch or manager
Notify affected managers
Update cost centre
Review access and equipment

Probation Workflow

Create probation review task
Notify manager
Capture outcome
Generate confirmation or extension letter

Custom HR Workflows

Build workflows for training, approvals, disciplinary processes, equipment requests and other internal HR processes

Intelligent Automation

Automation that does the following, admin work for you.

PeopleIQ Smart Workflows can automatically create tasks, send notifications, generate documents, request uploads, notify departments and update employee records where authorised.

New Starter Workflow Sipho DlaminiIn Progress

Contract generated and sentHR

Signed contract uploadedHR

Employee record createdSystem

IT notified equipment & accessIT

Payroll notifiedPayroll

Induction assignedHR

Probation review scheduledManager

Audit Log Manual Adjustments

Probation review date changed to 15 Sep 2026

Adjusted by: HR Manager · 2 Jul 2026

Induction owner reassigned to L. Naidoo

Adjusted by: HR Manager · 30 Jun 2026

IT notification task marked complete manually

Adjusted by: IT Admin · 28 Jun 2026

Manual Control

HR always stays in control.

Dates, tasks, owners and workflow steps can be manually adjusted where required, with all changes recorded for audit purposes.

Visibility for Management

See exactly where every workflow stands.

Management gets a clear, real-time picture of workflow health across the organisation.

See all active workflows

Identify overdue steps

Track assigned tasks

Monitor onboarding progress

View bottlenecks

Report on completion times

Business Benefits

Less admin. More structure. Better outcomes.

Reduce manual follow-ups

Improve onboarding consistency

Reduce missed tasks

Improve visibility across HR, IT and Payroll

Create a better employee experience

Improve auditability

Support scalable HR operations

Connected Recruitment

Onboarding starts the moment a candidate says yes.

Candidates sourced through Recruitment Intelligence or the PeopleIQ Talent Network flow directly into Smart Workflows once an offer is accepted no re-capturing candidate details, no lost momentum.

Explore Talent Network

Ready to remove manual HR follow-ups?

See how PeopleIQ Smart Workflows can help your HR team manage employee lifecycle processes with greater structure, visibility and control.