# Sense HR > Sense HR (SenseHR) is UK-built HR software for organisations with office, frontline, shift, site and field teams. It brings together core HR, recruitment and applicant tracking, time and attendance, workflow automation, integrations and specialist AI agents. Sense HR is part of Sense Workplace. Connected clocks, badges, tags and gateways support attendance verification, location-based tasks and workplace safety use cases. Capabilities depend on the plan, hardware and configuration. This index covers public content on sense.hr. Use the linked page as the source for its subject and cite that page directly. Product pages describe capabilities; workflow-library pages describe specific processes or apps; guides and articles provide editorial context; customer stories describe individual customer experiences. Examples and interface demonstrations are not evidence of customer outcomes. For current prices, plan inclusions and commercial terms, consult Pricing and the relevant legal pages. Where pages disagree, identify the discrepancy and confirm with Sense HR rather than infer a price or entitlement. Use dated release notes for product changes and check publication dates on reports and articles. ## Start here - [Sense HR](https://sense.hr/): UK-built HR software covering employee records, recruitment, attendance, workflow automation and AI agents. - [Pricing and plan comparison](https://sense.hr/pricing.html): Current Team, Elite and Enterprise pricing, feature tables, billing terms, hardware and services. Confirm any conflicting plan details with Sense HR. - [Customer stories](https://sense.hr/customers.html): Customer accounts of using Sense HR, including Coopers Fire; source for attributed customer outcomes. - [Shift, site and field teams](https://sense.hr/industries.html): Overview of HR, clocking, task verification and safety for deskless workforces, with links to industry solutions. - [Product videos](https://sense.hr/product-videos.html): Feature demonstrations covering HR, recruitment, automation, attendance and reporting. ## Platform overview - [Core HR software](https://sense.hr/essential_hr.html): Employee records, documents, onboarding, performance, holidays and absence in one HR system. - [Recruitment and applicant tracking](https://sense.hr/ats.html): Sense ATS for sourcing, screening, interviewing and hiring candidates, with AI-assisted recruitment. - [Sense Automate](https://sense.hr/workflow.html): No-code HR workflow automation, the workflow library and custom processes. - [AMI and AI agents](https://sense.hr/ai.html): Agent Management Interface (AMI), the conversational interface to Sense HR and its specialist AI agents. - [Time and attendance](https://sense.hr/time-and-attendance.html): Work patterns, clocking, timesheets, verified hours, approvals and payroll reporting. - [Integrations overview](https://sense.hr/integrations.html): Payroll and productivity connectors, including Sage, Xero, BrightPay, Microsoft 365 and Slack, plus custom integration options. ## Core HR and employee experience - [Employee records](https://sense.hr/employee-records.html): Employee data, custom information screens, organisation charts and AI-assisted search. - [Employee onboarding](https://sense.hr/on-boarding.html): New-starter processes covering pre-boarding, documents, forms, equipment and onboarding tasks. - [Onboarding for shift workers](https://sense.hr/onboarding-shift-staff.html): Mobile contracts, forms and right-to-work checks before the first shift, with clock-in preparation and role-specific onboarding. - [Performance management](https://sense.hr/performance.html): Reviews, goals, one-to-ones, probation and employee feedback. - [Holiday and leave management](https://sense.hr/holidays-events.html): Leave requests, approvals, accruals, entitlements and shared calendars. - [Absence and sickness management](https://sense.hr/absence_sickness.html): Sickness records, Bradford Factor, fit notes, return-to-work processes and absence analysis. - [HR reporting features](https://sense.hr/reporting.html): Reports, workforce insights, charts and AI-assisted analysis of HR data. - [HR reporting software and analytics](https://sense.hr/hr-reporting-software.html): Reporting use cases, dashboards and workforce trend analysis. - [HR document management](https://sense.hr/documents.html): Create, distribute, sign and store employee documents, contracts and policies. - [HR document templates](https://sense.hr/document-templates.html): Reusable templates for contracts, letters and policies, with AI-assisted drafting. - [Payroll-ready HR data](https://sense.hr/payroll.html): Verified hours, employee changes and exports for payroll providers. Sense HR prepares payroll data; payroll runs in connected software or a bureau. - [Employee self-service](https://sense.hr/employee-self-service.html): Staff access to leave requests, personal records, documents and training, governed by permissions. - [HR system customisation](https://sense.hr/customisation.html): Custom fields and information screens to adapt employee records and processes. - [HR mobile app](https://sense.hr/mobile.html): Download the Sense HR app, listed as Sense Workplace, for iPhone or Android. Staff book holidays, sign documents and clock in from their own phone. ## Recruitment and applicant tracking - [Vacancy management](https://sense.hr/vacancies.html): Create and manage vacancies, publish jobs and use approval workflows. - [Recruitment pipelines](https://sense.hr/pipelines.html): Configurable candidate stages, scoring and automated hiring tasks. - [Branded career site](https://sense.hr/career-site.html): A careers site displaying live vacancies from Sense ATS through an RSS feed. - [Right-to-work checks](https://sense.hr/right-to-work.html): TrustID identity verification integrated with recruitment and onboarding, with stored evidence. - [Pre-boarding](https://sense.hr/pre-boarding.html): Mobile access, documents and forms for new starters before their first day. - [ATS integrations](https://sense.hr/ats-integrations.html): Connect recruitment tools, job boards and external hiring systems through integrations and System Connector. - [ATS workflows](https://sense.hr/ats-workflows.html): Automate vacancy approvals, applicant communications, stage updates and new-starter setup. ## AI agents - [Counsel HR advice agent](https://sense.hr/counsel.html): HR guidance using UK law, ACAS guidance and employer policies and contracts. - [Quizzy candidate screening agent](https://sense.hr/sense-agent-quizzy.html): Applicant screening, first-round interviews and ranked shortlists for hiring-team review. - [ATS Expert recruitment agent](https://sense.hr/recruitment-agent.html): AI-assisted vacancy management, candidate comparisons, shortlists and recruitment reports. - [Clockwise attendance agent](https://sense.hr/attendance-agent.html): Questions about worked hours and alerts for lateness, missed shifts and unusual overtime. - [Census workforce analytics agent](https://sense.hr/sense-agent-census.html): Workforce questions and reports on headcount, turnover and demographics. - [Payslip Sorter](https://sense.hr/payroll-agent.html): Match bulk payslips and tax documents to employee records and flag payroll discrepancies. - [DocSender document agent](https://sense.hr/document-agent.html): Create, personalise and distribute HR documents, with electronic-signature follow-up. - [Snappy expense agent](https://sense.hr/sense-agent-snappy.html): Extract receipt information, prepare expense claims and flag policy issues for human approval. - [Report Assist](https://sense.hr/ami-reports.html): Configure and build reports with selected fields, filters and formats. - [Tasker task management agent](https://sense.hr/sense-agent-tasker.html): Assign tasks on request or from HR processes and follow up incomplete work. ## Workflow features - [Workflow and app library](https://sense.hr/workflows/): Browse individual automation templates, forms and mobile apps; availability and configuration vary by item. - [Fit note reminders feature](https://sense.hr/fit-note-after-7-days.html): Employee and manager reminders when a sickness absence exceeds seven consecutive days. - [Buy and sell holidays feature](https://sense.hr/buy-sell-holidays.html): Holiday purchase and sale requests, reminders and entitlement updates. - [Flexi-time feature](https://sense.hr/flexi-time.html): Compare worked and scheduled hours and adjust entitlement balances. - [Return-to-work feature](https://sense.hr/return-to-work.html): Configurable return-to-work forms and approval sequences involving employees, managers and administrators. - [Late clock-in and missed clock-out alerts](https://sense.hr/late-clock-in.html): Attendance alerts to employees and managers when expected clock records are missing. - [Workflow activity monitoring](https://sense.hr/workflow-activity.html): Inspect workflow executions, failures and durations. - [Daily attendance email feature](https://sense.hr/daily-attendance-email.html): Morning attendance summaries for administrators highlighting absent staff or missing clock-ins. - [Automate HR administration](https://sense.hr/automate-hr-admin.html): Custom workflows connecting repetitive HR tasks and business processes. ## Attendance, on-site tasks and safety - [Clock-in systems and Sense Clock](https://sense.hr/clock-in-system.html): Clocking in machines for every site: the Sense Clock, fingerprint, face recognition, the Sense app or automatic badges. Self-install, no setup fee. - [Verify worked hours](https://sense.hr/verify-hours.html): Use identity, location and time records to check attendance and investigate unusual clock-ins before payroll. - [Verify tasks on site](https://sense.hr/tasks-on-site.html): Task lists and location evidence showing where work happened and time spent on tasks, supporting review of disputed work. - [Frontline team operations](https://sense.hr/frontline-teams.html): Staff location, task assignment and timesheet management for operational teams. - [Sense Presence](https://sense.hr/sense-presence.html): Location intelligence using Badges, Tags, Gateways and the Presence Hub for workplace presence and safety use cases. - [HR hardware](https://sense.hr/hr_hardware.html): Sense Clock, partner clocks, Sense Badge, Sense Tags and Sense Gateways. - [Sense Badge](https://sense.hr/sense-badge.html): Wearable device for deskless workers with task, location, lone-worker and SOS functions. - [Sense Gateway](https://sense.hr/sense-gateway.html): Plug-in indoor location device that shows which room or zone each person is in, for automatic timesheets, work and break zones, SOS response and evacuation roll call with Sense Tags or Sense Badges. - [Lone-worker safety](https://sense.hr/lone-worker-safety.html): Wearable SOS alerts, check-ins, fall detection and location information for lone-worker protection. - [Man down and SOS alarms](https://sense.hr/man-down-alarm.html): Sense Badge fall, impact and no-movement detection plus SOS buttons on the Badge, Tag and app, with alerts to chosen responders, the person's exact location and a logged incident. - [Fire and evacuation roll call](https://sense.hr/fire-roll-call.html): Live workplace presence information to support emergency roll calls and evacuation checks. ## Industries and organisation sizes - [Care and healthcare teams](https://sense.hr/care.html): Care attendance, planned versus delivered hours and lone-worker visibility. - [Retail teams](https://sense.hr/retail.html): Attendance, staffing gaps and lone-worker visibility across stores and stock rooms. - [Manufacturing teams](https://sense.hr/manufacturing.html): Factory attendance, verified hours and worker visibility across production zones and sites. - [Warehouse and logistics teams](https://sense.hr/warehouse-and-logistics.html): Hours, worker safety and operational visibility across depots, warehouses and routes. - [Hospitality teams](https://sense.hr/hospitality.html): Attendance, room and task visibility, and lone-worker support across hospitality venues. - [Cleaning and facilities teams](https://sense.hr/cleaning-and-facilities.html): Client-site attendance, task verification and timesheet evidence across facilities contracts. - [Enterprise HR software](https://sense.hr/enterprise.html): HR software, customisation and workflow automation for larger organisations. - [Small and medium-sized businesses](https://sense.hr/small_medium_businesses.html): Core HR software for smaller organisations; consult the pricing page for current plan limits. - [HR compliance tools](https://sense.hr/hr-compliance.html): Employee records, electronic signatures and workflow audit trails supporting HR compliance processes. - [Recruitment and retention](https://sense.hr/recruitment-and-retention.html): Recruitment, onboarding and employee engagement capabilities. ## Integration details - [Sync Sense HR with Sage 50 Payroll](https://sense.hr/sage-50-payroll.html): Native Sage 50 Payroll integration for Sense HR. Verified hours and salary changes flow from Sense into Sage 50, payslips return to the employee record. - [Sync Verified Hours & Payslips with Xero](https://sense.hr/xero.html): Xero Payroll integration for Sense HR. Two-way sync of verified hours, salary, employee data and payslip filing. - [Automate UK Payroll with PayCaptain](https://sense.hr/paycaptain.html): PayCaptain Service Connector for Sense HR. Automate UK payroll processes and sync employee data with PayCaptain. - [Connect Sense HR to Microsoft 365 & Teams](https://sense.hr/microsoft-365.html): Microsoft Service Connector for Sense HR. Single sign-on, Teams notifications, SharePoint document push and Outlook calendar sync. - [HR Notifications, Delivered Straight to Slack](https://sense.hr/slack.html): Slack Service Connector for Sense HR. Push HR workflow events, daily attendance summaries and document signing requests into Slack channels. - [TrustID integration](https://sense.hr/trustid.html): TrustID Service Connector for Sense HR. UKVI-compatible IDVT for right-to-work checks inside your hiring and onboarding workflows. - [Build Custom Integrations with the Sense HR API](https://sense.hr/open-api.html): Sense HR Open API. REST endpoints and webhooks for custom integrations. Connect to your existing tools without waiting for a Service Connector. ## Company, evidence and security - [About Sense HR](https://sense.hr/about-us.html): Company background, HR technology team and product approach. - [Partners](https://sense.hr/partners.html): Invitation-only partnerships for solution partners selling the Sense platform and software partners connecting their products to Sense hardware, automation and AI agents; not an affiliate or referral-fee programme. - [Security](https://sense.hr/security.html): Sense HR's published approach to hosting, information security and employee-data protection. - [GDPR and data protection commitments](https://sense.hr/gdpr.html): Information on Sense HR's approach to UK GDPR and the Data Protection Act 2018. - [Product release notes](https://sense.hr/whats-new/): Dated product updates; use release dates when describing new capabilities. ## HR guides - [HR guides](https://sense.hr/guides/): Guides for UK employers covering onboarding, absence, leave, performance, recruitment, and time and attendance. - [How to Calculate Holiday Entitlement: Pro-Rata and New Starters](https://sense.hr/guides/calculating-holiday-entitlement/): A plain English guide to working out UK holiday entitlement, covering pro-rata for part-time staff, new starters, and the 12.07% method for irregular hours. - [Employee Offboarding: The Complete Leaver Process Checklist](https://sense.hr/guides/employee-offboarding-checklist/): A complete UK employer's checklist for offboarding an employee, covering final pay, holiday entitlement, system access, records and exit interviews. - [Employee Onboarding Checklist: Offer to Probation](https://sense.hr/guides/employee-onboarding-checklist/): A complete UK employer's checklist for onboarding a new starter, covering right to work checks, the first day, first week, first month and probation. - [Fingerprint Clocking In and UK GDPR: A Guide for Employers](https://sense.hr/guides/fingerprint-clocking-in-uk-gdpr/): Can you use fingerprint or face recognition clocks at work? What UK GDPR asks of employers, what went wrong for Serco Leisure, and how to get it right. - [When Do Employees Need a Fit Note? A Guide to Statutory Sick Notes](https://sense.hr/guides/fit-notes-explained/): A practical UK guide to fit notes: when employees need one, who can issue it, what it means, and how employers should handle self-certification and sick notes. - [How to Conduct an Effective Employee Performance Review](https://sense.hr/guides/performance-review-guide/): A practical UK guide to running effective employee performance reviews: what to cover, how to set SMART objectives, and how often reviews should happen. - [Return-to-Work Interviews After Sickness Absence: A Manager's Guide](https://sense.hr/guides/return-to-work-interviews/): A practical UK guide for managers on running return-to-work interviews after sickness absence, covering when to hold them, what to ask, and how to prepare. - [What Is an Applicant Tracking System (ATS)? A Complete Guide](https://sense.hr/guides/what-is-an-ats/): A plain English guide to applicant tracking systems: what an ATS does, how it differs from email and spreadsheets, and what UK employers should look for. - [What Is TOIL (Time Off in Lieu)? A Complete Guide for Employers](https://sense.hr/guides/what-is-toil/): TOIL (time off in lieu) means paid time off instead of overtime pay. Learn how it works, the UK legal position, and how to manage it fairly. - [Zero Hours Contract Changes 2027: A Guide for UK Employers](https://sense.hr/guides/zero-hours-contract-changes-2027/): What the Employment Rights Act 2025 means for zero hours, low hours and agency workers: guaranteed hours, notice of shifts, short-notice payments, and what to do now. ## Articles and customer evidence - [Sense HR blog](https://sense.hr/blog/): HR articles, product commentary, guides and customer stories. - [AI First Round Interviews for UK Employers](https://sense.hr/blog/ai-first-round-interviews-uk-employers/): AI first round interviews can cut screening workload, but only when candidates are treated fairly, data is handled well and decisions stay clear human-led. - [Can Payroll Software Integrate With Existing HR Systems?](https://sense.hr/blog/can-payroll-software-integrate-with-existing-hr-systems/): Can payroll software integrate with existing HR systems? Learn what data should flow, how UK teams avoid errors, and how to plan a reliable implementation. - [7 Care Provider Attendance Automation Examples](https://sense.hr/blog/care-provider-attendance-automation-examples/): Care provider attendance automation examples for reducing manual checks, improving payroll inputs and giving managers clearer shift visibility each day. - [Clocking Systems Versus Timesheets: Which Fits?](https://sense.hr/blog/clocking-systems-versus-timesheets/): Clocking systems versus timesheets: compare accuracy, payroll preparation, workforce visibility and costs to choose the right approach for your UK team. - [Deskless Workforce Tools: What Actually Matters](https://sense.hr/blog/deskless-workforce-tools/): Choose deskless workforce tools for UK teams: connect reliable HR records, attendance insight and practical workflows without adding manager admin daily. - [Lone Worker Safety for Therapists: DFX Case Study](https://sense.hr/blog/developmental-fx-lone-worker-safety-case-study/): Lone worker safety without alarms: how paediatric clinic Developmental FX uses Sense Tags, RTLS and discreet SOS alerts to protect staff. - [Field Service Location Hardware Examples](https://sense.hr/blog/field-service-location-hardware-examples/): See field service location hardware examples that provide clear evidence of attendance, movement and site activity for UK operational teams at sites. - [How to Choose HR Management Solutions in the UK](https://sense.hr/blog/how-to-choose-hr-management-solutions-uk/): Compare HR management solutions for UK teams: what to prioritise, what to integrate and how to replace fragmented people administration with confidence. - [How to Digitise HR Documents Without Losing Control](https://sense.hr/blog/how-to-digitise-hr-documents/): Learn how to digitise HR documents with a practical UK plan for scanning, secure records, e-signatures, retention, access and better day-to-day HR control. - [HR Platform Implementation Guide for UK Teams](https://sense.hr/blog/hr-platform-implementation-guide/): This HR platform implementation guide helps UK teams replace spreadsheets, protect data, automate workflows and improve payroll-ready workforce records. - [HR Workflow Automation Review for UK HR Teams](https://sense.hr/blog/hr-workflow-automation-review-uk-teams/): Use this HR workflow automation review to find broken hand-offs, assess controls and choose practical UK HR automation that improves daily operations. - [HRIS Systems: What UK Teams Should Expect](https://sense.hr/blog/hris-systems-uk-teams/): HRIS systems bring employee records, absence, workflows and reporting into one place. Learn what UK employers should assess before choosing a platform wisely. - [Choosing HRMIS Systems and Platforms in the UK](https://sense.hr/blog/hrmis-systems-and-platforms-uk/): Compare HRMIS systems and platforms for UK teams: key modules, selection criteria and implementation steps that improve daily HR administration and control. - [Key Features to Look for in Workforce Management Software](https://sense.hr/blog/key-features-workforce-management-software/): Wondering what are the key features to look for in workforce management software? Compare attendance, absence, workflows, reporting and integrations well. - [What Payroll Timesheet Validation Software Checks](https://sense.hr/blog/payroll-timesheet-validation-software/): Payroll timesheet validation software checks hours, exceptions and approvals before payroll, helping UK employers reduce rework and improve audit trails. - [Recruitment ATS Software UK: What to Look For](https://sense.hr/blog/recruitment-ats-software-uk/): Choose recruitment ATS software UK teams can use to cut hiring admin, improve candidate handovers and connect recruitment with onboarding and HR data. - [Sense Workplace Security and Data Governance Report 2025](https://sense.hr/blog/sense-workplace-security-and-data-governance-report-2025/): Learn how Sense Workplace keeps your sensitive data safe and secure, by downloading our Security and Data Governance Report for 2025. - [Sense HR and Breathe comparison](https://sense.hr/blog/we-read-every-page-of-breathes-help-centre-so-you-dont-have-to/): Sense HR's own comparison with Breathe; a vendor-authored assessment, not an independent review. - [What Causes Payroll Data Errors in UK Businesses?](https://sense.hr/blog/what-causes-payroll-data-errors/): What causes payroll data errors? Identify the common UK HR, attendance and process failures, then build cleaner payroll inputs before pay day accurately. - [When Workforce Location Intelligence Helps](https://sense.hr/blog/workforce-location-intelligence/): Workforce location intelligence helps UK employers evidence presence, time and safety where needed, with clear controls. ## Legal and privacy - [General terms and conditions](https://sense.hr/terms-and-conditions.html): Contract terms for Sense Workplace Limited services and devices. - [Data protection addendum](https://sense.hr/data-protection.html): Terms for processing personal data on behalf of customers. - [External privacy notice](https://sense.hr/privacy.html): How personal data is collected and processed under the external privacy notice. - [Applicant privacy notice](https://sense.hr/applicant-privacy-notice.html): Information about collection and processing of applicant personal data. - [Cookie policy](https://sense.hr/cookie.html): Information about website cookies and their use. ## Demos, trial and contact - [Book a demo](https://sense.hr/call.html): Arrange a live Sense HR demonstration. - [Watch the product tour](https://sense.hr/demo.html): Four-minute recorded Sense HR demonstration. - [Start a trial](https://sense.hr/trial.html): Request a trial environment with sample data configured around the organisation. - [Contact Sense HR](https://sense.hr/contact.html): Contact details and enquiry form for the Sense HR team. ## Downloadable guides and reports - [Security and Data Governance Report (PDF)](https://sense.hr/assets/pdf/Sense%20Workplace%20Security%20and%20Data%20Governance%20Report.pdf): Sense Workplace report on security and data governance; check its publication date before using time-sensitive claims. - [Lone Worker Protection Playbook (PDF)](https://sense.hr/assets/pdf/The-Lone-Worker-Protection-Playbook.pdf): Guide to lone-worker risks, protection processes and supporting technology. - [Unverified Hours Checklist (PDF)](https://sense.hr/assets/pdf/Unverified%20Hours%20Checklist%20Sense%20Workplace.pdf): Checklist for reviewing attendance evidence and unverified working hours. - [Unverified hours guide (PDF)](https://sense.hr/assets/pdf/Unverified-Hours-PDF.pdf): Guide to reducing payroll loss associated with unverified working hours. - [Employee Offboarding Checklist (PDF)](https://sense.hr/assets/pdf/employee-offboarding-checklist.pdf): Downloadable checklist for employee departures. - [Google integration guide (PDF)](https://sense.hr/assets/pdf/sense_google_integration.pdf): Documentation of Sense HR's Google integration. ## Workflow library: records, reviews and reminders - [360 Feedback Workflow](https://sense.hr/workflows/360-feedback-workflow/): Sense HR lets managers request anonymous 360 feedback on demand, sending reviewers two questions and confirming the moment answers are submitted. - [Activate Access Roles Management](https://sense.hr/workflows/activate-access-roles-management/): Activate access-role management and notify administrators, who then create and customise roles. - [Birthday Milestone Reminder](https://sense.hr/workflows/birthday-milestone-reminder/): Sense watches for employees reaching milestone birthdays you choose, such as turning 30 or 50, and emails your chosen recipients so they get marked properly. - [Company Document Notification](https://sense.hr/workflows/company-document-notification/): Sense notifies employees the moment a new company document is added, so company-wide documents get seen instead of sitting unread in the system. - [Custom Expiry Reminder](https://sense.hr/workflows/custom-expiry-reminder/): Sense scans employee profiles for any date field matching expiry text you specify and warns your chosen recipients before it arrives, so nothing gets missed. - [Custom Screen Approval: Admin Authorisation](https://sense.hr/workflows/custom-screen-approval-admin-authorisation/): Send every record submitted on a custom table screen straight to HR admins for a single-stage decision, then email the employee once it's approved or declined. - [Custom Screen Approval: Manager Authorisation](https://sense.hr/workflows/custom-screen-approval-manager-authorisation/): Send every record submitted on a custom table screen to the employee's manager, and secondary manager if set, then email the employee the outcome. - [Data Collection Task Workflow](https://sense.hr/workflows/data-collection-task-workflow/): Creates tasks asking employees to complete or review specific profile screens, such as confirming bank details, triggered manually for one or more people. - [Document Signed Notification](https://sense.hr/workflows/document-signed-notification/): Sense notifies whoever uploaded a document as soon as the employee signs it, so you know the moment it's actioned without having to check back yourself. - [Employment Check Expiry Reminder](https://sense.hr/workflows/employment-check-expiry-reminder/): Sense watches every employment check on file and warns your chosen recipients before it expires, so compliance checks like right to work get renewed on time. - [Forms: live poll](https://sense.hr/workflows/forms-live-poll/): Send private single-choice or multiple-choice polls and view employee responses. - [Goal Due Reminder](https://sense.hr/workflows/goal-due-reminder/): Sense emails an employee and their manager 7 and 30 days before a goal's due date arrives, so progress gets checked in before targets quietly slip past. - [Mid-Year Review Workflow: 2 Steps](https://sense.hr/workflows/mid-year-review-workflow-2-steps/): Sense HR runs a quick two-step mid-year check-in: employees answer a short progress questionnaire, then managers review and sign off, with no extra stages. - [Mid-Year Review Workflow: 4 Steps](https://sense.hr/workflows/mid-year-review-workflow-4-steps/): Sense HR runs a fuller four-step mid-year review, adding a second round where employees sign off on manager feedback before a final manager comment. - [Performance Review Workflow](https://sense.hr/workflows/performance-review-workflow/): Sense HR runs your performance review cycle end to end, sending self-assessments to employees then routing them to managers for feedback and sign-off. - [Personal Document Notification](https://sense.hr/workflows/personal-document-notification/): Sense notifies an employee the moment a personal document needing a read or signature is added to their profile, so review and sign-off aren't delayed. - [Profile Update Notification: All Changes](https://sense.hr/workflows/profile-update-notification-all-changes/): Sense emails admins whenever any field on an employee's profile changes, excluding the admin who made the edit, so every update leaves a clear record. - [Profile Update Notification: Specific Fields](https://sense.hr/workflows/profile-update-notification-specific-fields/): Notify administrators when an employee's personal, bank or contact details change. - [Training Expiry Reminder](https://sense.hr/workflows/training-expiry-reminder/): Sense emails admins 7 and 30 days before an employee's training certification is due to expire, so refresher courses get booked before it lapses. - [Upcoming Birthday Reminder](https://sense.hr/workflows/upcoming-birthday-reminder/): Sense checks employee birthdays against a lead time you set and emails your chosen recipients when one is coming up, so no birthday goes unnoticed. - [Vehicle Expiry Reminder](https://sense.hr/workflows/vehicle-expiry-reminder/): Sense emails the employee and admins 7 and 30 days before a vehicle insurance policy expires, so cover gets renewed before it runs out unnoticed. - [Weekly Manager Recap](https://sense.hr/workflows/weekly-manager-recap/): Sense sends managers a Monday recap of their team's outstanding tasks, outstanding entitlement, and events booked for the week ahead, all in one email. - [Weekly To Do Recap](https://sense.hr/workflows/weekly-to-do-recap/): Sense sends every employee a Monday morning summary of tasks due that week and anything overdue, so nothing gets missed at the start of the week. - [Work Anniversary Milestone Reminder](https://sense.hr/workflows/work-anniversary-milestone-reminder/): Sense watches for employees reaching milestone anniversary years you choose, such as 5 or 10 years' service, so long service gets marked properly. - [Work Anniversary Reminder (LOS)](https://sense.hr/workflows/work-anniversary-reminder-los/): Sense checks every employee's start date and emails your chosen recipients a set number of days before their next work anniversary, so milestones aren't missed. ## Workflow library: leave and absence - [Absence Scheme Notification](https://sense.hr/workflows/absence-scheme-notification/): The moment a sickness record pushes an employee at or over your absence thresholds, Sense alerts their manager and admin with the total and next action. - [Admin Event Alerts](https://sense.hr/workflows/admin-event-alerts/): Sense emails every admin when an event is requested, then again once it's approved or declined, so the full request is visible without checking the calendar. - [Buy and Sell Holidays Workflow](https://sense.hr/workflows/buy-and-sell-holidays-workflow/): Sense runs your annual holiday buy/sell window without a spreadsheet, giving employees 30 days to choose and updating next year's entitlement automatically. - [Cycle Carryover Limit Workflow](https://sense.hr/workflows/cycle-carryover-limit-workflow/): Caps how much leave carries over each cycle by checking every employee's balance against your maximum and automatically expiring anything over that limit. - [Entitlement Carryover Expiry Workflow](https://sense.hr/workflows/entitlement-carryover-expiry-workflow/): Expires unused holiday carryover automatically on the date you choose, checking each employee's balance against what they've taken so far this year. - [Event Added or Updated Notification](https://sense.hr/workflows/event-added-or-updated-notification/): Sense notifies managers when an event is added or updated for their employee, and notifies employees when a manager or admin updates one of their events. - [Event Authorisation: Backup Approver](https://sense.hr/workflows/event-authorisation-backup-approver/): Notify the line manager and a secondary approver at the same time for every event request, so either one can approve or decline it without any delay. - [Event Authorisation: Manager and Admin Dual Approval](https://sense.hr/workflows/event-authorisation-manager-and-admin-dual-approval/): Route every event request to the line manager first, then on to admins only once they approve, so two people sign off before the employee hears the outcome. - [Event Authorisation: Manager and Secondary Approver](https://sense.hr/workflows/event-authorisation-manager-and-secondary-approver/): Send event requests to the line manager first, then a named secondary approver for the final sign-off, so two people approve before the employee is emailed. - [Event Authorisation: Primary Approver and Manager](https://sense.hr/workflows/event-authorisation-primary-approver-and-manager/): Send event requests to the employee's named primary approver first, then their line manager for the final say, emailing the employee once both have decided. - [Event Authorisation: Reroute Approver](https://sense.hr/workflows/event-authorisation-reroute-approver/): Bypass the line manager and send event requests straight to a named Event Approver, falling back to the manager, then all admins, if no approver is assigned. - [Event Cancelled Notification](https://sense.hr/workflows/event-cancelled-notification/): Sense notifies the approver the moment an event they approved is cancelled, by the employee or an admin, so they're not working from an outdated calendar. - [Event document collection](https://sense.hr/workflows/event-document-collection-workflow/): Request supporting documents for selected Planner events and assign employees collection tasks. - [Events App](https://sense.hr/workflows/events/): Let employees, managers, and admins book time off and work events like meetings or training from their phone, with questions tailored to each schedule. - [Fit Note After 7 Days Workflow](https://sense.hr/workflows/fit-note-after-7-days-workflow/): Sense tracks sicknesses configured to require a fit note and emails the employee and manager once one passes seven days, so nobody watches the calendar. - [Fit Note Required Notification](https://sense.hr/workflows/fit-note-required-notification/): Sense notifies an employee with a task and an email the moment a sickness record requiring a Fit Note is added, so the request to provide it isn't missed. - [Flexi Time Weekly Adjustments](https://sense.hr/workflows/flexi-time-weekly-adjustments/): Every Monday, Sense totals up what each flexible-pattern employee worked against their contracted hours and adjusts their entitlement balance automatically. - [Flexi Time Workflow](https://sense.hr/workflows/flexi-time-workflow/): Every time an employee submits a timesheet, Sense compares worked hours to scheduled hours and adjusts their TOIL, Flexi, or Holiday balance automatically. - [Forms: buy and sell holidays](https://sense.hr/workflows/forms-buy-sell-holidays/): Forms for eligible employees to request buying or selling leave, or no change, for a selected period. - [Return to work with custom screens](https://sense.hr/workflows/return-to-work-with-custom-screens/): Configurable return-to-work process with one to six sequential steps using custom screens. - [Return to Work Workflow](https://sense.hr/workflows/return-to-work-workflow/): As soon as someone's due back from sickness, Sense starts a structured check-in: the employee completes a return-to-work form and their manager signs it off. - [Secondary Manager Sickness Notification](https://sense.hr/workflows/secondary-manager-sickness-notification/): Sense routes sickness alerts to an employee's Secondary Manager instead of their default line manager, using a Job details field you configure per person. - [Sickness Ends Today Reminder](https://sense.hr/workflows/sickness-ends-today-reminder/): Sense checks daily for sickness absences ending today and emails admins or managers so the employee's return to work tomorrow doesn't get missed. - [Sickness App](https://sense.hr/workflows/sickness/): Give employees a fast way to tell their manager they're too unwell to work today from their phone, generating a to-do and email instead of a phone call. - [Standard Event Authorisation Workflow](https://sense.hr/workflows/standard-event-authorisation-workflow/): Sense automatically routes every calendar event request, like a holiday booking, to the employee's manager, or to all admins if they have none. - [Timesheet Holiday Accrual at 12.07%](https://sense.hr/workflows/timesheet-holiday-accrual-at-12-07/): Automatically converts employees' submitted timesheet hours into holiday entitlement at the rate you set, with optional manager approval before it's added. - [TOIL Request: Days or Hours](https://sense.hr/workflows/toil-request-days-or-hours/): Lets employees log overtime in days or hours, whichever matches their own TOIL entitlement, then routes it to their manager for final approval. - [TOIL Request: Days](https://sense.hr/workflows/toil-request-days/): Sends overtime logged in whole days to the line manager for approval, then updates the employee's TOIL balance automatically once approved. - [TOIL Request: Hours](https://sense.hr/workflows/toil-request-hours/): Sends overtime logged in hours to the line manager for approval, then adds it to the employee's TOIL entitlement automatically once approved. - [TOIL Request with Pay Option](https://sense.hr/workflows/toil-request-with-pay-option/): Lets employees choose to bank overtime as TOIL or be paid for it instead, then sends the request to their line manager, who reviews both together. ## Workflow library: expenses - [Admin Expense Alerts](https://sense.hr/workflows/admin-expense-alerts/): Sense emails every admin when an expense is requested, then again once it's approved or declined, so admins can track requests without checking manually. - [Custom Expense Request: Admin Approval](https://sense.hr/workflows/custom-expense-request-admin-approval/): Sends expense claims logged on a fully customisable Expenses screen straight to your Admin team, who approve, decline or send them back to edit. - [Custom Expense Request: Manager Approval](https://sense.hr/workflows/custom-expense-request-manager-approval/): Sends expense claims logged on a fully customisable Expenses screen straight to the line manager, who approves, declines or sends them back. - [Expense Authorisation: Admins Only](https://sense.hr/workflows/expense-authorisation-admins-only/): Sends every expense claim straight to your Admin team, so any one Admin can approve it, instead of splitting claims up by amount thresholds. - [Expense Authorisation: Backup Approver](https://sense.hr/workflows/expense-authorisation-backup-approver/): Send every expense request to the line manager and a secondary approver at the same time, so whichever one is free can approve it, with admins as a fallback. - [Expense Authorisation: Manager and Admin Dual Approval](https://sense.hr/workflows/expense-authorisation-manager-and-admin-dual-approval/): Sends every expense claim to the line manager first, then to the Admin team for a second sign-off, with no extra fields to set up beforehand. - [Expense Authorisation: Manager and Secondary Approver](https://sense.hr/workflows/expense-authorisation-manager-and-secondary-approver/): Routes every expense claim to the line manager first, then to a named secondary approver, giving every claim a defined two-person sign-off. - [Expense Authorisation: Managers Only](https://sense.hr/workflows/expense-authorisation-managers-only/): Send every expense request straight to the employee's line manager for approval, whatever the amount claimed, with all admins stepping in if there's no manager. - [Standard Expense Authorisation Workflow](https://sense.hr/workflows/standard-expense-authorisation-workflow/): Sense automatically routes every expense request to the right manager and, for amounts of £100 or more, to admins too, so nothing waits for someone to chase it. ## Workflow library: recruitment, onboarding and leavers - [ATS Pipeline Notifications](https://sense.hr/workflows/ats-pipeline-notifications/): Sends the right email automatically whenever a candidate moves to a new pipeline stage, using templates you configure for each stage and recipient. - [ATS Vacancy Request and Approval](https://sense.hr/workflows/ats-vacancy-request-and-approval/): Sense HR holds every new vacancy for approval, routing it to your named approvers before it can go live, with automatic email updates for the requester. - [ATS Workflow: Applicant Hired](https://sense.hr/workflows/ats-workflow-applicant-hired/): Sense HR alerts your admins and creates a to-do task the moment an applicant is marked hired in the ATS, so onboarding starts without delay. - [ATS Workflow: New Applicant](https://sense.hr/workflows/ats-workflow-new-applicant/): Sense HR automatically emails a confirmation to every job applicant and notifies the hiring managers assigned to that vacancy, all at the same time. - [Custom Offboarding Checklist](https://sense.hr/workflows/custom-offboarding-checklist/): Sense sends tailored offboarding tasks to leavers, their managers, and HR, built from a checklist screen you design yourself instead of a default list. - [Custom Onboarding Checklist](https://sense.hr/workflows/custom-onboarding-checklist/): Sense sends tailored onboarding tasks to new starters, their managers, and HR, built from a checklist screen you design yourself instead of a default list. - [Google SSO Invitation Workflow](https://sense.hr/workflows/google-sso-invitation-workflow/): Sends employees a Google SSO invitation so they can sign in with their work Google account instead of a separate password, sent individually or in bulk. - [Microsoft SSO Invitation Workflow](https://sense.hr/workflows/microsoft-sso-invitation-workflow/): Sends employees a Microsoft SSO invitation so they can sign in with their work Microsoft account instead of a separate password, sent individually or in bulk. - [Mobile Onboarding](https://sense.hr/workflows/mobile-onboarding/): Sense adds a mobile login invite option so admins can send new starters a login code straight away, skipping the usual web registration and password setup. - [Offboarding Workflow](https://sense.hr/workflows/offboarding-workflow/): The moment an employee is marked a leaver, Sense emails all admins a pro rata holiday breakdown and an offboarding checklist to work through. - [Onboarding Workflow: Employee Profile Tasks](https://sense.hr/workflows/onboarding-workflow-employee-profile-tasks/): From their first login, Sense prompts every new starter to fill in personal details, bank details, and emergency contacts as tasks on their own dashboard. - [Onboarding Workflow](https://sense.hr/workflows/onboarding-workflow/): The moment a new employee record is added, Sense emails all admins and hands the admin who added it a ready-made onboarding checklist to work through. - [Probation End Date Reminder](https://sense.hr/workflows/probation-end-date-reminder/): Sense tracks the probation end date or review date field you choose and emails your chosen recipients before it's due, so no probation review gets missed. - [Probation Review Workflow](https://sense.hr/workflows/probation-review-workflow/): Sense HR automatically starts each employee's probation review two weeks before their end date, then routes it to their manager for sign-off. ## Workflow library: attendance and hours - [Attendance Updated Notification](https://sense.hr/workflows/attendance-updated-notification/): Sense emails a manager whenever their employee updates their own attendance record in the planner, so managers see self-made changes as they happen. - [Attendance App](https://sense.hr/workflows/attendance/): Let employees log a day's attendance with a start and end time, like a timesheet, suited to drivers and field staff whose hours don't fit clocking in and out. - [Clock In / Out](https://sense.hr/workflows/clock-in-out/): Let employees clock in and out from their phone and see their latest clock status at a glance, with manual or QR code verification, wherever they're working. - [Daily Attendance Email](https://sense.hr/workflows/daily-attendance-email/): Checks attendance every morning at 9:30am and emails admins a summary of anyone scheduled to work who hasn't clocked in yet, so gaps get caught early. - [Employee Attendance Overview](https://sense.hr/workflows/employee-attendance-overview/): Sends every employee a personal attendance summary each morning comparing scheduled and actual hours, so they can catch discrepancies before payroll runs. - [Forms: weekly timesheet approval](https://sense.hr/workflows/forms-weekly-timesheet-approval/): Weekly time-entry sessions with draft saving, submission and approval options. - [Hours Worked App](https://sense.hr/workflows/hours-worked/): Give employees an automatic, read-only summary of hours worked today, this week, last week, and this month, pulled from existing clock-in and planner records. - [Late Clock-In and Missed Clock-Out Workflow](https://sense.hr/workflows/late-clock-in-and-missed-clock-out-workflow/): Sense checks every scheduled shift each morning and emails the employee and their manager the same day if a clock-in or clock-out is missing. - [Overtime Adjustments Workflow](https://sense.hr/workflows/overtime-adjustments-workflow/): Checks each employee's clock data every morning against their schedule and routes any overtime to their manager for approval before adding it to the planner. - [Performance Time Workflow](https://sense.hr/workflows/performance-time-workflow/): Rewards employees who finish work early within a window you set, routing qualifying early finishes to their manager for approval before adding to the planner. - [Timesheet Request Workflow](https://sense.hr/workflows/timesheet-request-workflow/): Sends every logged timesheet entry to the line manager for approval, keeping hours worked reportable for payroll without any manual chasing. - [Verify Attendance Workflow](https://sense.hr/workflows/verify-attendance-workflow/): Flags manually logged attendance records for a manager to check, so entries from the Planner or mobile app get confirmed as accurate before they're verified. ## Mobile apps in the library - [Documents App](https://sense.hr/workflows/documents/): Let employees view payslips, contracts, and company documents like policies in one place on their phone, without downloading files or searching through email. - [My Profile App](https://sense.hr/workflows/my-profile/): Let employees view and update their own personal, bank, contact, and emergency contact details from their phone, based on what their permissions allow. - [News App](https://sense.hr/workflows/news/): Give employees one place on their phone to catch up on company news and announcements, published by admins as documents and shown newest first. - [People Directory](https://sense.hr/workflows/people-active-directory/): Give employees a searchable company directory with names, roles, and contact details for everyone in the business, right from their phone at work. - [People Profile](https://sense.hr/workflows/people-profile/): Let admins and managers view and manage the profiles of people they have access to from their phone, with the same permissions and security as the web version. - [Roll Call](https://sense.hr/workflows/roll-call/): Give Admins and Fire Marshalls a live view of who's clocked in, clocked out, or on leave, so an evacuation headcount takes seconds instead of a printed list. - [To Do App](https://sense.hr/workflows/to-do/): Give employees a mobile task list for personal reminders and assigned items like event requests, documents to sign, or policies to read, synced with the web. ## Optional - [Sat Sindhar author archive](https://sense.hr/blog/author/sat-sindhar/): Articles attributed to Sat Sindhar on the Sense HR blog. - [Amelie Little author archive](https://sense.hr/blog/author/sense-generic/): Articles attributed to Amelie Little on the Sense HR blog. - [Case Studies article archive](https://sense.hr/blog/category/case-studies/): Browse Sense HR articles in the Case Studies category. - [HR Software article archive](https://sense.hr/blog/category/hr-software/): Browse Sense HR articles in the HR Software category. - [HR Tech article archive](https://sense.hr/blog/category/hr-tech/): Browse Sense HR articles in the HR Tech category. - [HR article archive](https://sense.hr/blog/category/hr/): Browse Sense HR articles in the HR category. - [RTLS article archive](https://sense.hr/blog/category/rtls/): Browse Sense HR articles in the RTLS category.