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HR Workflow Intake

A clean intake system that stops HR chaos: one door in, triage rules, and status transparency.

One front doorTriage rulesStatus visibility

Executive summary

Problem

  • Requests come through email, Slack, texts, and hallway conversations.
  • No triage rules means urgent work is mixed with routine tasks.
  • Leaders ask for status updates because there is no shared view.

Intervention

  • Design an intake form with categories, priority logic, and required fields.
  • Create triage rules: who owns what, when to escalate, expected turnaround.
  • Stand up a simple dashboard so requesters can self-serve status.

Outcome

Response time
More predictable
SLAs + ownership
Status pings
Down 30–50%
shared tracker
Quality
Fewer rework loops
required fields
How you use this: you get an executive-ready package that is easy to adopt, easy to audit, and simple to maintain.

Deliverables

  • Intake form (client-branded) with required fields + attachments
  • Triage rubric (priority + SLA) by request type
  • Owner map by function (HR, payroll, IT, manager)
  • Status tracker view (client-safe) + reporting fields
  • Manager comms templates (acknowledge, clarify, close)
All samples below are client-safe placeholders that show the structure, tone, and level of detail.

Sample documents

Intake form fields
What gets captured
Sample
  • Request type (drop-down) + urgency
  • Employee(s) impacted + location/state
  • What happened (facts) + desired outcome
  • Deadline + business impact
  • Attachments (screenshots, forms, emails)
Triage rubric
Priority + SLA
Sample
PriorityExampleSLA target
P0Safety / pay failure / legal deadlineSame day
P1Termination, offer deadline, employee relations24–48 hours
P2Standard HR transactions, updates3–5 business days
P3Nice-to-have, optimization requestsScheduled
Status tracker snapshot
Leadership view
Sample
TicketTypeOwnerStatus
HR-1042OnboardingHR OpsIn progress
HR-1043Payroll correctionPayrollWaiting on info
HR-1044Policy questionHRCompleted
HR-1045Access requestITQueued

Next step

If you want this built for your organization, book a discovery call and I will confirm scope, timeline, and what data I need from your team.

Book a Discovery Call Email: [email protected]