Workflow Templates
Automated review and approval workflows that control review progression and keep things moving — no chasing required.
Automate Your Review Process
Workflow templates define the sequence of steps and actions that happen during review cycles. They automate stage progression and approval processes, ensuring consistency and reducing manual work.
Review Workflows
Control which stages participants move through and in what order. Automate progression so participants automatically move to the next stage when they complete their current one.
Approval Workflows
Control the approval process for compensation recommendations—who approves and in what order. Enforce sequential approval requirements and assign approvers by user, role, or dynamic assignment.
Consistency & Automation
Ensure every review cycle follows the same process, reducing errors and ensuring nothing is missed. No more manual chasing or wondering what comes next.
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Workflow template configuration interface showing review and approval workflow steps
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Workflow template editor showing step configuration and assignee management
How It Works
Create workflow templates once, then reuse them across all your review cycles. Define the exact sequence of stages and approvals your organization needs.
1. Create Your Template
Define your workflow type (review or approval), add steps, and configure how participants progress through each stage.
2. Configure Steps
Set up each step with assignees, conditions, and actions. Reference your organization's review stages and approval requirements.
3. Attach to Review Cycles
When creating a review cycle, attach your workflow templates. Workbench automatically guides participants through the process.
Common Use Cases
Annual Reviews
Create a comprehensive workflow for annual performance reviews with self-reviews, manager reviews, calibration, and final approvals.
Compensation Approvals
Set up multi-level approval workflows where manager recommendations require director and VP approval before finalization.
Quarterly Check-ins
Design simpler workflows for frequent check-ins with fewer stages and streamlined approval processes.
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Example workflow templates showing different use cases and configurations
Key Capabilities
Dual Workflow Types
Separate review workflows and approval workflows work together to create a complete review process.
Flexible Assignees
Assign steps to specific users, roles, or use dynamic assignment based on organizational structure.
Stage Integration
Reference your organization's review stages directly in workflow steps for seamless integration.
Automatic Progression
Participants automatically move to the next stage when they complete their current tasks.
Related Features
Review Cycles
Create and manage review cycles with workflow-based automation or manual control. Track progress, manage budgets, and see bottlenecks in real-time.
Compensation Management
Easily plan merit increases and bonuses. Track compensation history and manage recommendations through approval workflows.
Org & Team Management
Mirror your reporting structure and keep approvals moving without email whiplash.
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