WORKFLOWS

Automate the busywork — and spend time where it counts

Automate HR processes, route them to the right people, and let employees self-serve. From onboarding to compliance to day-to-day requests, build workflows that save your team time.

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Create seamless employee journeys

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Build approval flows that just make sense

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Customize workflows to fit your setup

ON-, RE- & OFFBOARDING

Streamline every transition — from preboarding to exit

Automate every stage of the employee journey with workflows that assign tasks, trigger emails, and grant access — even before day one. From preboarding checklists to probation check-ins and offboarding handovers, ensure smooth, consistent experiences at scale.

AUTOMATION ENGINE

Yourn next workflow is just a sentence away

Describe what you need, and Leapsome drafts the workflow for you to review and run. From document creation and compliance checks to training requests and visa reminders, set up scalable workflows in minutes — with the right approvals, the right notifications, and human oversight where it belongs.

How it works

Step 1

Start however you want

Describe what you need from scratch, paste an existing process from another tool, or pick a best-practice template and personalize it.

Step 2

Leapsome drafts the workflow

Steps, sequencing, owners, reminders, approval gates, notification copy: drafted from your input. Anything that needs your decision is clearly flagged.

Step 3

Review on the Timeline Canvas

Every step laid out visually. Each AI suggestion is labeled and editable. Accept, reject, drag to reorder, zoom out for the full picture. Nothing activates until you say so.

Go-live

The workflow runs itself

Managers and employees move through it. You stop chasing.

Customization

Make workflows your own — and connect with the tools around you

Customize every step to fit your team’s structure. Create multistep learning paths, send tailored notifications, and automate actions in additional tools like Jira, Notion, or Slack. With webhook support, you can even start or pause workflows based on what happens in your other tools — all within Leapsome.

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Learn how Leapsome can automate, connect, and simplify your HR processes.

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Connect anything

Our Workflows connect with the entire Leapsome platform to streamline operations and automate key processes throughout the employee journey.

Workflows
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Workflows + HRIS

Take your workflows to the next level with Leapsome’s native HRIS. Use -attributes to trigger automations and create more precise, personalized processes across the employee lifecycle.

Workflows + Learning

Automatically launch learning paths to support development during key moments — like onboarding, role changes, or promotions.

Workflows + Surveys

Collect timely feedback by inviting employees to surveys at key milestones, such as post-onboarding or after a return from extended leave.

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Connect team objectives with individual performance by anchoring reviews to goal progression, delivering a solid base for feedback.

FAQ

Can I automate onboarding and offboarding workflows with Leapsome?

Yes. You can fully automate onboarding, offboarding, and reboarding (and more). Describe what you need or start from a best-practice template, and Leapsome's Workflow Builder drafts the workflow for you to review. Trigger emails, assign tasks, and grant access to a limited Leapsome environment even before day one, or schedule follow-ups for probation periods and internal transitions.

How does Leapsome's AI-supported Workflow Builder work?

Describe the HR process you need in plain language, and Leapsome drafts a structured workflow for you to review and run. You can start from scratch, paste a process from another tool, or personalize a best-practice template. The builder drafts the steps, sequencing, owners, reminders, and approval gates. You review every suggestion, edit anything, and decide what goes live.

Can I migrate my existing workflows into Leapsome?

Yes, with the AI-supported Workflow Builder. Paste your existing process description from another tool, a manual, or a doc, and Leapsome drafts a structured workflow for you to review on the Timeline canvas. Step types, owners, sequencing, notification copy: drafted from your input, fully editable, ready to activate when you say so. It's the fastest way to consolidate workflows that live across tools, docs, or someone's head into one platform.

What is the Timeline Canvas?

The Timeline Canvas is the visual workspace where you build and edit your workflows. Every step, sequence, and trigger is laid out by timing, so you can see the whole workflow at a glance. Drag to reorder, click any step to edit, add conditions, zoom out for the full picture. It's the same surface whether you're starting fresh, refining an AI draft, or updating a live workflow.

How does Leapsome handle document creation and compliance workflows?

Leapsome’s HR workflows automations support document flows from generation to approval. Automatically notify the right stakeholders to review, approve, and sign documents on time, ensuring compliance without manual effort.

Can employees submit HR requests themselves?

Absolutely. Leapsome enables self-service through automated workflows. Employees can submit training requests, confirm external course participation, enroll in benefits, or handling visa-related tasks — without HR needing to manage every step.

What types of attributes can I use in workflows?

Our HR workflow builder supports both standard HRIS attributes (like department, manager, or location) and dynamic, calculated fields (such as time since last promotion). This makes your workflow automation even more personalized and powerful.

Can Leapsome trigger workflows based on absences?

Yes — you can use absence data to trigger workflows automatically. Automate reboarding after extended leave or send return-to-work surveys when an employee is back — all with Leapsome workflows.

How customizable are workflows in Leapsome?

Leapsome’s workflows are fully flexible. You can tailor workflows to match your team’s structure — from multistep learning paths to approval chains and personalized notifications. It’s easy to keep the right people informed and your processes running smoothly.

Does Leapsome integrate with other tools we use?

Yes — Leapsome integrates with your wider tech ecosystem to keep workflows connected and efficient. Use webhooks to provision users, push absence data to Slack, or automatically create tickets in Jira.

Our HR workflow automations supports two-way communication between Leapsome and any web-enabled platform. You can trigger workflows from external systems (e.g., an HRIS), push data to tools like Jira or Notion, and even pause workflows until you receive external input — reducing manual work and connecting your entire HR tech stack.

See all our integrations here.

What makes Leapsome workflows different from other tools?

Leapsome's workflows go beyond task automation. Describe the process you need and the AI-supported builder drafts a structured workflow for you to review on the Timeline Canvas. Combined with attribute-based triggers, document generation, custom notifications, and native HRIS support, you get scalable processes that grow with your team and stay under your control.

Replace your crowded HR stack with one modern platform

See how Leapsome connects HRIS and talent management to elevate HR, empower teams, and deliver real impact.

Empowering teams at 2,000+ forward-thinking organizations

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