Workflow Resources and Articles

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Processes, Policies and Procedures
Defining processes, policies and procedures, the advantages and distadvantages, and the differences between them. Read More >>

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Process - Definition
An organizational process is used to produce a specific goal or a set of goals within an organization, and can be determined for a specific department in your company, or the process could likely flow across many different departments, teams and hierarchies within the company. Read More >>

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Visibility and Transparency in company work processes
You often see a lot of scrutiny in modern companies and their approaches on transparency and visibility in functions ranging from logistics to finances. Read More >>

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Audit Trails in company processes
Frequent audits or checkpoints in your accounting can be a highly beneficial practice to prevent any bottlenecks as well. Read More >>

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Process Bottlenecks
Bottlenecks can cause serious problems in your business, such as lost revenue, wasted time, rushed products, stress and general dissatisfaction. Read More >>

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New Contract Process
All contracts are dealt as efficiently as possible, reviewing the required performance parameters and knowing what targets they are expected to reach. Read More >>

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Supplier Onboarding Process
Organizing supplier contracts and quotas enables easy analysis to avoid finding out that your suppliers are not pulling their weight or are providing you with a lesser service than you believe you used to get. Read More >>

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Customer Onboarding Process
Your business should always keep key details and information on every single customer that you work with. Whether you are selling products purely online, through a subscription or in any capacity at all it's important to capture any leads that your business generates. Read More >>

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Returning to work after Maternity Leave process
Ensuring that employees returning from maternity and long-term illness are fully fit for the task at hand and give them the ability to ease back in, free from the pressures that could set them back down the line. Read More >>

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Reporting a Defect Process
Reporting defects is important as you need to have an idea of your shrinkage percentages every year - without a knowledge of how many products are going to waste every year, it can be hard to maximize efficiency and find ways to minimise the amount of products you receive that are damaged. Read More >>

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HR - Accident at Work Process
Laws require that work-related accidents are reported to both the Health & Safety Executive and the local authorities if deemed serious enough. No matter how minor the incident, from a finger caught in the door to falling off a ladder, has to be recorded. Read More >>

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HR - Employee Onboarding Process
Once your recruitment process is decided in terms of criteria for every potential applicant, you then need to look into the backgrounds and credentials of every successful applicant to make sure they fit the profile of the company. Read More >>

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HR - Holiday Request Process
Everybody will have a period of time they need to use up within the working year for holidays, and they usually need to be manually requested by each member of staff. It is then the job of HR to determine. Read More >>

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HR - Emergency Contact Process
Staff members being taken ill, requiring medical treatment or suffering legally or emotionally will need to be dealt with in the correct manner. For this reason, it's important that HR have a contact number for somebody they can rely upon to come and look after them or at least be aware of the situation that has unfolded. Read More >>

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HR - Change of Address Process
There must be an accurate and detailed portfolio of information about each staff member and where and how they can currently be contacted. Not only is this key for reference and research into staff, but for emergencies there has to be a way of knowing where to start. Read More >>

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HR - Maternity Leave Process
Offering maternity leave is very important as forcing a new mother back to work when she needs to be with her child can cause serious detachment issues and affect both work performance and life at home for the staff member in question. Read More >>

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Supplier Evaluation Tutorial
The supplier evaluation tutorial is a very strong metric to evaluate your suppliers with that covers just about every base of which you can then go and compare other competitors against to see just how well you are doing versus the market offers out there. Read More >>

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