Getting Started for Admins

How to maximize Workflows for the entire Employee Lifecycle

This article covers alternative ways to utilize Sapling's Workflows (outside of Onboarding/Offboarding)! 

While Sapling is well known for our Onboarding and Offboarding Workflow management, there are infinite opportunities to utilize Workflows to streamline any employee lifecycle event. If you have any other initiatives that require visibility over tasks, stakeholders, or documents...we're here to help.

Common additional uses cases for Workflows

  • Current Employees - Welcome to Sapling (typically used when launching Sapling) 
  • 30/60/90 day ramp up check-ins
  • Promotions
  • Location changes 
  • Role changes
  • Buddy programs 
  • Parental Leave / Return post leave
  • Learning and Development
  • Employee Training (D&I + culture, Manager trainings, etc)
  • Visa applications
  • + any other custom Workflow that you can dream of to support your goals!

Still no luck? We are here to help!

People Operations can be complex - contact our customer success team to get in touch with you.

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