All scenarios
73 workflows across 15 modules.
Authentication & Account · Login
Sign in with email and password
Includes warnings, behavior notes, and QA checklist
Authentication & Account · Login
Sign in with Microsoft Entra ID (SSO)
Includes warnings, behavior notes, and QA checklist
Authentication & Account · Password recovery
Reset a forgotten password
Includes warnings, behavior notes, and QA checklist
Authentication & Account · Account activation
Activate a new account from invite link
Includes warnings, behavior notes, and QA checklist
Authentication & Account · Security
Change password while logged in
Includes warnings, behavior notes, and QA checklist
Workspace · My Work
Review and action assigned work items
Includes warnings, behavior notes, and QA checklist
Workspace · Approvals
Process pending approvals from universal inbox
Includes warnings, behavior notes, and QA checklist
Workspace · Notifications
Manage notifications and alerts
Includes warnings, behavior notes, and QA checklist
HRMS · Employees
Create a new employee
Includes warnings, behavior notes, and QA checklist
HRMS · Employees
Edit an employee profile
Includes warnings, behavior notes, and QA checklist
HRMS · Employees
Deactivate an employee (offboard access)
Includes warnings, behavior notes, and QA checklist
HRMS · Timesheet
Log weekly hours on timesheet
Includes warnings, behavior notes, and QA checklist
HRMS · Timesheet
Submit timesheet week for manager approval
Includes on-behalf submit, warnings, behavior notes, and QA checklist
HRMS · Work-Time Governance
Submit a timesheet under work-time governance
Includes warnings, behavior notes, and QA checklist
HRMS · Timesheet
Approve or reject a submitted timesheet
Includes warnings, behavior notes, and QA checklist
HRMS · Leave management
Apply for leave
Includes warnings, behavior notes, and QA checklist
HRMS · Leave management
Approve or reject leave request
Includes warnings, behavior notes, and QA checklist
Administration · Leave configuration
Configure Global Leave Policy Center
Includes warnings, behavior notes, and QA checklist
Administration · Leave configuration
Set employee leave opening balances
Includes warnings, behavior notes, and QA checklist
Administration · Leave configuration
Bulk import leave opening balances (dry-run then live)
Includes warnings, behavior notes, and QA checklist
Administration · Leave configuration
Publish legal holiday calendar to People holidays
Includes warnings, behavior notes, and QA checklist
HRMS · Attendance
Mark or correct attendance
Includes warnings, behavior notes, and QA checklist
HRMS · Attendance
Approve attendance regularization
Includes warnings, behavior notes, and QA checklist
HRMS · Invoices
Create a client invoice
Includes warnings, behavior notes, and QA checklist
HRMS · Application configuration
Configure org settings and permissions
Includes warnings, behavior notes, and QA checklist
People Ops · Onboarding
Start an onboarding case for a new hire
Includes warnings, behavior notes, and QA checklist
People Ops · Onboarding
Complete onboarding tasks (HR or new hire)
Includes warnings, behavior notes, and QA checklist
People Ops · Offboarding
Start an offboarding case
Includes warnings, behavior notes, and QA checklist
People Ops · Employee 360
View Employee 360 consolidated profile
Includes warnings, behavior notes, and QA checklist
People Ops · Policy hub
Acknowledge an org policy
Includes warnings, behavior notes, and QA checklist
People Ops · Holidays
Manage org holiday calendar (V6H-EA02)
Includes warnings, behavior notes, and QA checklist
Project Delivery · Projects
Create a new project
Includes warnings, behavior notes, and QA checklist
Project Delivery · Projects
Edit an existing project
Includes warnings, behavior notes, and QA checklist
Project Delivery · Deliverables
Add a deliverable to a project
Includes warnings, behavior notes, and QA checklist
Project Delivery · Work items
Create a work item (task/activity)
Includes warnings, behavior notes, and QA checklist
Project Delivery · Taskboard
Move and update tasks on Kanban board
Includes warnings, behavior notes, and QA checklist
Project Delivery · Team capacity
Plan team capacity and allocation
Includes warnings, behavior notes, and QA checklist
Project Delivery · Reports
Run a delivery or utilization report
Includes warnings, behavior notes, and QA checklist
Project Delivery · Search
Search across projects, tasks, and people
Includes warnings, behavior notes, and QA checklist
Project Delivery · Feedback
Submit stakeholder feedback on a project
Includes warnings, behavior notes, and QA checklist
Sales & Contracts · Bid requests
Create a bid request (sales opportunity)
Includes warnings, behavior notes, and QA checklist
Sales & Contracts · Bid requests
Update bid stage and details
Includes warnings, behavior notes, and QA checklist
Sales & Contracts · Purchase orders
Create a purchase order (contract)
Includes warnings, behavior notes, and QA checklist
Sales & Contracts · Purchase orders
Link a purchase order to a project
Includes warnings, behavior notes, and QA checklist
Sales & Contracts · Purchase orders
Import purchase order from Salesforce
Includes warnings, behavior notes, and QA checklist
Resource Intelligence · Staffing requests
Raise a staffing request
Includes warnings, behavior notes, and QA checklist
Resource Intelligence · Skills matrix
Review organization skills matrix
Includes warnings, behavior notes, and QA checklist
Finance · Invoices
Review and share invoice document
Includes warnings, behavior notes, and QA checklist
Payroll · Payroll runs
Create and process a payroll run
Includes warnings, behavior notes, and QA checklist
Payroll · Paychecks
View my paycheck (employee self-service)
Includes warnings, behavior notes, and QA checklist
Payroll · Deductions
Configure payroll deductions (V6H-EA03)
Includes warnings, behavior notes, and QA checklist
Performance · Goals
Set an employee performance goal
Includes warnings, behavior notes, and QA checklist
Performance · Reviews
Complete a performance review cycle
Includes warnings, behavior notes, and QA checklist
Analytics · Report builder
Build a custom analytics report
Includes warnings, behavior notes, and QA checklist
Analytics · Portfolio control tower
Monitor portfolio health in control tower
Includes warnings, behavior notes, and QA checklist
Analytics · AI insights
Review analytics AI insight cards (V6H-EA05)
Includes warnings, behavior notes, and QA checklist
Integrations · Integration hub
Configure an integration connector
Includes warnings, behavior notes, and QA checklist
Integrations · Work-time adapters
Run vendor-neutral project import or timesheet export
Includes warnings, behavior notes, and QA checklist
Integrations · Sync health
Monitor integration sync health
Includes warnings, behavior notes, and QA checklist
AI Assist · AI agent console
Ask the AI agent for workspace help
Includes warnings, behavior notes, and QA checklist
AI Assist · AI audit
Review AI decision audit trail (V6H-EA06)
Includes warnings, behavior notes, and QA checklist
Administration · Roles & permissions
Configure role persona access and permissions
Includes warnings, behavior notes, and QA checklist
Administration · Persona navigation
Turn off org access or customize page personas
Includes warnings, behavior notes, and QA checklist
Administration · Delegation
Configure approval delegation rules
Includes warnings, behavior notes, and QA checklist
Administration · Audit
Review unified audit trail and export
Includes warnings, behavior notes, and QA checklist
Administration · Feature flags
Toggle feature flags for pilot rollout
Includes warnings, behavior notes, and QA checklist
Administration · Work-Time Governance
Enable work-time catalog features from Feature Flags
Includes warnings, behavior notes, and QA checklist
Administration · Notification templates
Configure workspace notification templates (V6H-EA01)
Includes warnings, behavior notes, and QA checklist
Administration · Payroll configuration
Configure org payroll settings (V6H-EA04)
Includes warnings, behavior notes, and QA checklist
Administration · Admin dashboard
Review admin operations dashboard (V6H-EA07)
Includes warnings, behavior notes, and QA checklist
Mobile App · Mobile access
Log in on Android mobile app
Includes warnings, behavior notes, and QA checklist
Mobile App · Mobile timesheet
Record day hours on mobile
Includes warnings, behavior notes, and QA checklist
Mobile App · Mobile tasks
Update task status on mobile
Includes warnings, behavior notes, and QA checklist