PEOPLE & OPERATIONS
Tasks & Workflows in Root HR
Root HR helps UK employers manage everyday HR work without relying on inboxes, spreadsheets and “quick reminders”. Assign tasks, set deadlines, route approvals and keep a clear record of what’s been done.
What do we mean by tasks and workflows?
Task management
A task is a single action someone needs to complete, with an owner and a due date.
Approve annual leave
Review a document
Complete a Right to Work check
Confirm a probation outcome
Collect a missing policy acknowledgement
Workflow management
A workflow is a repeatable process made up of tasks that happen in a set order, often across different teams.
Example: onboarding
Offer accepted → documents requested → manager approvals → HR checks complete → Day 1 tasks closed
Why structured tasks and workflows matter
Email and spreadsheets can work when things are simple. As volume grows, they make it harder to see what’s outstanding and who’s meant to act next.
Ownership gets unclear (especially across HR, managers and other departments)
Deadlines get missed because follow-ups are manual
Approvals stall in inboxes
Handovers are messy when people are off or roles change
Records are scattered when you need to check what happened
How Root HR Tasks & Workflows works
Create a workflow for a real process (onboarding, offboarding, employee changes, approvals).
Add steps and decide what “done” looks like for each one.
Assign owners (HR, managers, employees, IT, finance).
Set deadlines and, where needed, SLAs (a time expectation for a step).
Add approvals so sign-off is part of the process, not a separate email.
Send reminders automatically as due dates approach.
Escalate overdue tasks based on your rules.
Track progress so you can see what’s done, what’s due, and what’s stuck.
QUESTIONS
Frequently asked questions
Can workflows be customised for different teams?
Yes. Workflows can be tailored for HR, IT, Finance and other departments with their own steps, approvals and rules
Do approvals work on mobile devices?
Yes. Managers can review, approve and comment on requests from any device without logging into multiple systems.
PEOPLE & OPERATIONS
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Take Control of Your Tasks and Workflows
Start your free trial or book a demo to see how Root HR can help you assign work, manage approvals and keep HR processes moving.