Start on their first working day
Workflow automation
Master every people process
Create, automate, and collaborate on onboarding, offboarding, role changes, training, and more. Start from a template or shape the process your team needs.
Start free trial (opens in a new tab)From the People team template
Assigned to the line manager
Process management
Keep every workflow in view.
Coordinate the work around each person without losing the wider picture. Follow progress, ownership, and timing from one focused workspace.
Activity monitoring
See every active process, its current stage, and what needs attention next.
Reusable templates
Start from a proven structure, then adapt the sequence to each team or location.
Clear collaboration
Assign the right person at each step and keep participants informed as work moves.
Workflow progress
Keep completed activity, ownership, and timing connected in a readable history.
Workflow builder
Build the process your team actually needs.
Create a repeatable sequence without turning a human process into a rigid checklist. Begin with a trigger, add the right actions, and make ownership explicit.
Triggers
Start a process from a meaningful people event, a chosen date, or a deliberate action.
Actions
Create tasks, send messages, request documents, and guide the next step from one sequence.
On their employment start date
7 days before the start date
Assigned to IT operations
Granular control
Set the right timing, owner, and record.
Shape each action around the event that matters. Merified keeps the logic understandable while the process adapts to different people, teams, and moments.
Assignee management
Resolve responsibility from a role, manager relationship, team, or named person.
Event-based timing
Run work before or after dates such as a start date, probation review, or role change.
Historical access
Keep completed actions visible from the workflow and the relevant person record.
Begin 7 days before
Resolve automatically
Notify after 2 working days
Available from the person record
This action will run 7 days before each person’s start date.