A Guide to SharePoint Workflow Automation

 3 Ways to Use SharePoint Workflows

Consider SharePoint workflow automation to be mini-programs that operate within your SharePoint environment. Workflows, which range from gathering signatures to tracking statuses, are intended to save you time and effort while also providing consistency to actions that your company does on a regular basis.

Workflows come in a variety of flavors, as we'll see in the next portion of this blog. Still, in general, you may think of workflows as the sequence of events that occurs when you do something with a file or document in your SharePoint environment.

Employee Expense Reimbursement

We get it. The process of drafting, authorizing, and controlling expense claims is tedious, and it can get monotonous to perform them month after month. But with a SharePoint workflow, managers may quickly design an infinite number of unique expenditure request forms with configurable form fields, adjustable spreadsheet fields, and custom subtotals formula for Total Amount computation. All you have to do is to export the selected requests to CSV format. We advise you to export through the reporting capability in order to combine data with other apps.

If your employees prefer getting things done via email, that’s not a problem. SharePoint tools for Expense Reimbursement, Requisition Management, and Invoice Automation allow workers to review, approve, reject, see attachments, and even make comments directly from the email. That's correct! There is no need to open the SharePoint program to finish the workflow process because all line-item data and attachments are provided via email.

Paid Time Off Request

Hey, we all need holidays now and then. While some companies have particular tools in place to request vacations, many still rely on back-and-forth communication. We advise a procedure that can assist you in reducing the needless humdrum of back and forth emails. You guessed it right — it involves using  SharePoint workflows. A Paid Time Off workflow provides employees with access to the status of each paid time off request, and the supervisors can configure requests to be displayed in a calendar format. If necessary, a paid time off calendar can be made available to a whole organization! 

And you can do that in five simple steps:


  1. Choose the web part from the SharePoint list to begin on request forms.
  2. Configure the back-end settings; don't worry, you won't have to code!
  3. Configure the columns like start and end date, manager name, and so on.
  4. Clean up the views and customize view names if necessary.
  5. The final step is to set alerts. Everyone is sent emails. All you have to do is manually specify item-level permissions.

It’s a small price to pay to reduce your workload and let your employees enjoy a tension-free vacation!

New Employee Onboarding

It's that hectic time of the year again, bringing in new employees. New employees are often expected to understand the ins and outs of the organization in a short amount of time. To avoid overloading your new workers, provide them with a personalized onboarding experience that guides them through a configurable activity list comprising administrative, technology, cultural, training, and connection-related tasks.

The SharePoint onboarding workflow includes a pre-configured list of new employee onboarding tasks that you may adjust to fit your own requirements. This way, the lengthy process of onboarding is automated, and all you have to do is keep track of the ones falling behind on their schedule!

Lanteria HR: The SharePoint-Powered HR Solution

Lanteria is based on SharePoint and allows you to automate any component of your HR department. Manage onboarding, time and attendance, recruiting, performance, and more! Boost your productivity and provide your employees with a better HR experience. Reach out today for a demo.

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