How To Create a Workflow Template

Workflow templates allow you to define a list of tasks for repetitive processes. With a workflow template, you can improve consistency and notify everyone involved in the process when a task is due.

To start, open the flair HR app in Salesforce and click on Workflows in the navigation bar or via the App Launcher 𓃑.
You will now see an overview of your existing workflows. Click on the Workflow Templates tab.
Now click the New Workflow Template button.

Create workflow templates in the flair HR app on Salesforce

Give your workflow template a name so you can easily identify it later. Select a workflow type from the dropdown – you can choose from Onboarding, Offboarding, and Other. Onboarding workflows can also include an optional widget that the new employee will see on their Employee Hub Dashboard.
Optionally, you can also add a Description to provide additional info for users.