Catalog · updated 2026

50+ ready-to-deploy process templates

Activate proven processes in minutes. Every template ships with forms, rules, integrations and configurable permissions from day one.

32 templates visible

💻
HR

Employee onboarding

Registration, contract signature, access provisioning, IT equipment and initial training in a single flow.

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🚪
HR

Employee off-boarding

Termination, asset return, access revocation, settlement and exit interview with full evidence.

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🏖️
HR

Vacation request

Shared calendar, manager approval, balance validation and automatic sync with payroll.

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📆
HR

Leave request

Paid, personal and union leaves with supporting documentation and fully traceable approvals.

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📈
HR

Performance review

360 evaluation cycle, calibration, written feedback and documented individual development plan.

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✎️
HR

Personal data update

Bank account, tax, address or family status updates with supporting evidence attached.

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🩺
HR

Sick leave management

Medical leave records, follow-up, communication with insurer and return-to-work with full traceability.

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✈️
HR

Travel and expenses

Request, approval, booking, mobile expense capture and reimbursement within the payroll cycle.

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💵
Finance

Expense approval

Approval routing by amount, cost center and owner with ERP integration and automatic accounting entry.

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💰
Finance

Daily cash closing

Reconciliation, cash count, variances and supervisor validation across multiple stores or sites.

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🏢
Finance

CAPEX request

Business case, expected ROI, committee approval and investment tracking through to go-live.

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📝
Finance

Invoice validation (VERI*FACTU)

OCR capture, PO matching, approval and AEAT submission with complete audit trail.

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🏦
Finance

Supplier payments

SEPA remittances, dual validation, notification and bank reconciliation integrated with the ERP.

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💸
Finance

Advance payment request

Amount, justification, installment repayment, HR approval and automatic issuance to payroll.

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🧾
Finance

Expense reimbursement

Mobile receipt capture, configurable expense policy and reimbursement on the next payroll cycle.

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🚨
Operations

Incident opening

Automatic classification, SLA assignment, monitoring and real-time customer notification.

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👤
Operations

New customer registration

KYC, tax validation, ERP/CRM registration, risk and permissions coordinated across sales and admin.

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🚀
Operations

Customer onboarding

Start-up checklist, kickoff, technical provisioning, training and handover to account in a single file.

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🔃
Operations

Contract renewal

Expiry alerts, negotiation, digital signature and update of terms in the master system.

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🛒
Operations

Purchase request

Request with 3 quotes, signature matrix approval, PO generation and controlled receipt.

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📦
Operations

Inventory and stock adjustments

Cycle counting, justified variances, approval and automatic regularization in the ERP.

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✍️
Legal

Contract signature

Digital signature circuit with eIDAS2, biometric evidence, timestamping and custodial archive.

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🔒
Legal

GDPR clause and consent

Consent management by processing purpose, time-stamped evidence and rights exercise (access, erasure).

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📄
Legal

Legal mandate and power of attorney

Issuance, notarial signature, electronic custody and validity control with automatic alerts.

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⚖️
Legal

Sanction file

Initiation, hearing, allegations, resolution and communication with automatically controlled deadlines.

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💼
Procurement

Supplier qualification

Questionnaire, legal documentation, risk assessment, scoring and registration in the ERP master.

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📝
Procurement

RFP / RFQ

Invitation, sealed bids, weighted evaluation and award with full traceability of all decisions.

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🔐
IT

System access request

Role-based access, data owner approval, automatic provisioning and periodic access review.

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👥
IT

Corporate user provisioning

Provisioning in AD/LDAP, Google Workspace, M365, VPN, repositories and SaaS apps with role-based profiles.

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💻
IT

Equipment provisioning

Request, approval, purchase, inventory, signed delivery and CMDB registration.

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🔧
IT

IT incident management (ITIL)

ITIL-compatible service desk: categorization, prioritization, escalation and user communication.

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🔅
IT

Change management (CAB)

RFC, impact assessment, deployment window and rollback with change advisory board approval.

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🎯
IT

Support tickets

End-user portal, SLA, satisfaction surveys and operational dashboard for the team.

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📈
Sales

Discount approval

Approval routing by discount tier and margin, with full audit of all commercial decisions.

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🎯
Sales

Lead qualification

Scoring, AI enrichment, territory routing and synchronization with the corporate CRM.

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📃
Sales

Quote approval

Quote template, legal review, customer digital signature and automatic conversion to order.

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🩺
Healthcare

Patient file

Shared clinical history, digitally signed documents and HL7-traceable access.

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👨‍⚕️
Healthcare

Referral request

Specialist referral with clinical priority, structured response and patient notification.

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🏥
Healthcare

Patient discharge

Discharge report, signed consent, medication and coordinated outpatient follow-up.

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🏛️
Public Sector

Administrative file

100% digital file with ENS Medium, signature, archiving and legal deadline compliance.

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📥
Public Sector

Inbound/outbound register

Register compliant with ENI, SIR/GEISER interoperability and entries with electronic seal.

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Custom template

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Explore the solutions

Solution
BPM Low-Code

The process engine that powers all these templates.

Solution
Leaves and Vacations

HR templates ready to deploy in days.

Solution
Expense Tickets

Mobile capture and reimbursement integrated with payroll.

Library
Resource Center

eBooks, guides and webinars to expand your project.