Workflow gallery
A growing collection of best practices for providing the best employee experience at scale. Inspired by forward-thinking companies that automate their internal operations with the help of Back.
Employee onboarding (Remote)
Give new remote employees a great experience from day one and get the right people involved, no matter where everyone is located.
Employee onboarding (Remote)
Give new remote employees a great experience from day one and get the right people involved, no matter where everyone is located.
New employee is onboarded in the HR system
- New hire's supervisor receives the New hire (Remote) form to collect details about new hire's home office needs.
- Employee receives the New hire: Hardware form to collect information about preferred hardware, based on pre-defined options
Once submitted, it is sent for approval to the CFO - Once all is done, a project is created with relevant tasks for each of the teams involved such as:
Prepare the onboarding package and send relevant links for the first day (HR)
Set up accounts for payroll, benefits, and employee equity systems (HR)
Procure hardware from the vendor and arrange for it to be sent employee's home (IT)
Arrange the welcome package with swag to be sent to employee's home (Office)
Employee onboarding (Onsite)
Make sure employees have everything they need for a successful first day at the office and track progress of onboarding across teams.
Employee onboarding (Onsite)
Make sure employees have everything they need for a successful first day at the office and track progress of onboarding across teams.
New employee is onboarded in the HR system
- New hire's supervisor receives the New hire (Onsite) form to collect details about new hire's desk and needed office equipment
- Employee receives the New hire: Hardware form to collect information about preferred hardware, based on pre-defined options
Once submitted, it is sent for approval to the CFO - Once all is done, a project is created with relevant tasks for each of the teams involved such as:
Prepare the onboarding package and send relevant links for the first day (HR)
Set up accounts for payroll, benefits, and employee equity systems (HR)
Procure hardware from the vendor and ensure delivery in the office (IT)
Arrange the welcome package with swag to be ready on employee's desk (Office)
Employee relocation
Make the move smooth and stress-free for everyone involved by collecting all the necessary information and approvals.
Employee relocation
Make the move smooth and stress-free for everyone involved by collecting all the necessary information and approvals.
New request is created by the employee and is categorized as Relocation
- The form Relocation information is sent to the employee to collect all the relevant information.
This includes information such as the desired destination and role, time period, or reasoning. - Once submitted, the information is shared with approval requests for (in order):
Supervisor of the employee (based on information from HR system)
Potential new supervisor in the new role (based on information from form)
COO - Each approval is recorded directly in the request and in case of rejection the HR team is immediately informed.
- Once approved, a set of tasks is created for the HR team to plan and execute the relocation.
Employee offboarding
Ensure a smooth offboarding process for both the employee as well as the team.
Employee offboarding
Ensure a smooth offboarding process for both the employee as well as the team.
An offboarding request is created by the supervisor
- Supervisor receives Offboarding form to collect relevant details for the offboarding process
- Once submitted, a project is created and tasks are generated for each of the involved teams:
Close all relevant user accounts and revoke licenses (IT)
Process the return of employee's HW (IT)
Remove employee from payroll (HR)
Prepare and send the good bye package for the employee (HR) - Supervisor is notified once all relevant tasks are closed
Expenses
Help employees get their expenses reimbursed fast by collecting all relevant approvals in a single place.
Expenses
Help employees get their expenses reimbursed fast by collecting all relevant approvals in a single place.
Employee submits a new Reimbursement request
- Employee receives the Expenses form to collect information about the reimbursement
Once submitted, it is sent for approval to the supervisor - When approved, the employee is asked to submit the relevant documents directly to the expense management SW
- Once expert verifies that this happened, a task is created for the Finance team to process the reimbursement, linking to the expense record
Device upgrade request
Provide employees with the work equipment and hardware they need to get their work done effectively.
Device upgrade request
Provide employees with the work equipment and hardware they need to get their work done effectively.
Request category is set to Device request
- Send an approval request to the IT manager to verify employee's eligibility for a new device
- If approved, send an approval request to the supervisor to verify whether upgrade to higher category is needed
If rejected, send Device upgrade: Standard form to the employee
If accepted, send Device upgrade: Deluxe form to the employee - Once submitted, create a ticket in IT Procurement's system to order the device
Birthday reminder
Ensure that there's always cake for the celebrations.
Birthday reminder
Ensure that there's always cake for the celebrations.
Every Monday morning
Create a request with information on who's birthday it is.
Submit payroll
Give the team a reminder to submit payroll on time.
Submit payroll
Give the team a reminder to submit payroll on time.
Every 25th of the month
Create a request and assign high priority
Order drinks and snacks for the office
Refill the fridge and pantry for the upcoming week.
Order drinks and snacks for the office
Refill the fridge and pantry for the upcoming week.
Every Monday morning
Create a request for each office location and assign category Orders
Forward to IT ticketing
Collaborate with your IT team on resolving hardware and software issues raised by the employee.
Forward to IT ticketing
Collaborate with your IT team on resolving hardware and software issues raised by the employee.
Request created in a specific team / Manually
Create ticket in IT ticketing system, and change status of the request to "Forwarded"
Auto-assignment of requests
To make sure tasks get resolved quickly get them automatically into the right hands.
Auto-assignment of requests
To make sure tasks get resolved quickly get them automatically into the right hands.
Request is created and its title contains specific keywords
Assign specific expert
Automatic escalation
Give important requests the right amount of attention.
Automatic escalation
Give important requests the right amount of attention.
Request is created by employee in Management
Set priority and assign expert
Employee onboarding (Remote)
Give new remote employees a great experience from day one and get the right people involved, no matter where everyone is located.
Employee onboarding (Remote)
Give new remote employees a great experience from day one and get the right people involved, no matter where everyone is located.
New employee is onboarded in the HR system
- New hire's supervisor receives the New hire (Remote) form to collect details about new hire's home office needs.
- Employee receives the New hire: Hardware form to collect information about preferred hardware, based on pre-defined options
Once submitted, it is sent for approval to the CFO - Once all is done, a project is created with relevant tasks for each of the teams involved such as:
Prepare the onboarding package and send relevant links for the first day (HR)
Set up accounts for payroll, benefits, and employee equity systems (HR)
Procure hardware from the vendor and arrange for it to be sent employee's home (IT)
Arrange the welcome package with swag to be sent to employee's home (Office)
Employee onboarding (Onsite)
Make sure employees have everything they need for a successful first day at the office and track progress of onboarding across teams.
Employee onboarding (Onsite)
Make sure employees have everything they need for a successful first day at the office and track progress of onboarding across teams.
New employee is onboarded in the HR system
- New hire's supervisor receives the New hire (Onsite) form to collect details about new hire's desk and needed office equipment
- Employee receives the New hire: Hardware form to collect information about preferred hardware, based on pre-defined options
Once submitted, it is sent for approval to the CFO - Once all is done, a project is created with relevant tasks for each of the teams involved such as:
Prepare the onboarding package and send relevant links for the first day (HR)
Set up accounts for payroll, benefits, and employee equity systems (HR)
Procure hardware from the vendor and ensure delivery in the office (IT)
Arrange the welcome package with swag to be ready on employee's desk (Office)
Employee relocation
Make the move smooth and stress-free for everyone involved by collecting all the necessary information and approvals.
Employee relocation
Make the move smooth and stress-free for everyone involved by collecting all the necessary information and approvals.
New request is created by the employee and is categorized as Relocation
- The form Relocation information is sent to the employee to collect all the relevant information.
This includes information such as the desired destination and role, time period, or reasoning. - Once submitted, the information is shared with approval requests for (in order):
Supervisor of the employee (based on information from HR system)
Potential new supervisor in the new role (based on information from form)
COO - Each approval is recorded directly in the request and in case of rejection the HR team is immediately informed.
- Once approved, a set of tasks is created for the HR team to plan and execute the relocation.
Employee offboarding
Ensure a smooth offboarding process for both the employee as well as the team.
Employee offboarding
Ensure a smooth offboarding process for both the employee as well as the team.
An offboarding request is created by the supervisor
- Supervisor receives Offboarding form to collect relevant details for the offboarding process
- Once submitted, a project is created and tasks are generated for each of the involved teams:
Close all relevant user accounts and revoke licenses (IT)
Process the return of employee's HW (IT)
Remove employee from payroll (HR)
Prepare and send the good bye package for the employee (HR) - Supervisor is notified once all relevant tasks are closed
Expenses
Help employees get their expenses reimbursed fast by collecting all relevant approvals in a single place.
Expenses
Help employees get their expenses reimbursed fast by collecting all relevant approvals in a single place.
Employee submits a new Reimbursement request
- Employee receives the Expenses form to collect information about the reimbursement
Once submitted, it is sent for approval to the supervisor - When approved, the employee is asked to submit the relevant documents directly to the expense management SW
- Once expert verifies that this happened, a task is created for the Finance team to process the reimbursement, linking to the expense record
Device upgrade request
Provide employees with the work equipment and hardware they need to get their work done effectively.
Device upgrade request
Provide employees with the work equipment and hardware they need to get their work done effectively.
Request category is set to Device request
- Send an approval request to the IT manager to verify employee's eligibility for a new device
- If approved, send an approval request to the supervisor to verify whether upgrade to higher category is needed
If rejected, send Device upgrade: Standard form to the employee
If accepted, send Device upgrade: Deluxe form to the employee - Once submitted, create a ticket in IT Procurement's system to order the device
Forward to IT ticketing
Collaborate with your IT team on resolving hardware and software issues raised by the employee.
Forward to IT ticketing
Collaborate with your IT team on resolving hardware and software issues raised by the employee.
Request created in a specific team / Manually
Create ticket in IT ticketing system, and change status of the request to "Forwarded"
Auto-assignment of requests
To make sure tasks get resolved quickly get them automatically into the right hands.
Auto-assignment of requests
To make sure tasks get resolved quickly get them automatically into the right hands.
Request is created and its title contains specific keywords
Assign specific expert
Automatic escalation
Give important requests the right amount of attention.
Automatic escalation
Give important requests the right amount of attention.
Request is created by employee in Management
Set priority and assign expert
Birthday reminder
Ensure that there's always cake for the celebrations.
Birthday reminder
Ensure that there's always cake for the celebrations.
Every Monday morning
Create a request with information on who's birthday it is.
Submit payroll
Give the team a reminder to submit payroll on time.
Submit payroll
Give the team a reminder to submit payroll on time.
Every 25th of the month
Create a request and assign high priority
Order drinks and snacks for the office
Refill the fridge and pantry for the upcoming week.
Order drinks and snacks for the office
Refill the fridge and pantry for the upcoming week.
Every Monday morning
Create a request for each office location and assign category Orders
