TACTIXSecurity · Goods-in · Warehouse
Goods Receiving Process Template & Flowchart
Free goods receiving process template: vehicle arrival, seal check, unloading, counting and receipt record. Swimlane flow and checklist, ready to use.
View template →TACTIX
Free process templates
Process flows with roles, steps, decision points and approvers ready to go. Review them, add one to your own map in a click and adapt it to your team.
Requester · Department manager · Purchasing · Accounting
Purchase Approval Process Template
From purchase request to invoice: budget check, quotes, supplier choice and approvers. A free purchase approval process template with RACI.
View template →Manager · HR · Candidate
Hiring Process Template & Flowchart
A free hiring process template with job ad, screening, interview, offer and onboarding steps, with clear manager, HR and candidate roles.
View template →Customer service · Responsible team · Quality
Customer Complaint Process Template
Complaint logging, first reply within 24 hours, root cause, corrective action and closure. A free template for quality and customer service teams.
View template →Sponsor · Project manager · Team
Project Kick-off Process Template
Goal and scope, budget approval, team setup, kick-off meeting and work plan. A free project kick-off template for project managers.
View template →HR · Manager · IT · New hire
Employee Onboarding Process Template
Employee onboarding template for HR, managers and IT: accounts, equipment, paperwork, training and the 30-day check-in. Free checklist.
View template →Manager · HR · IT · Accounting
Employee Offboarding Process Template
Handover, exit paperwork, revoking access, returning equipment and the final payment. A free offboarding checklist for HR and IT.
View template →Accounting · Requesting team · Finance manager
Invoice Approval Process Template
Invoice registration, matching to order and delivery, payment approval and the dispute path. A free invoice approval flow for accounting and finance.
View template →Employee · Manager · HR
Leave Request & Approval Process Template
Leave request, team plan check, leave balance, manager approval and cover. A free leave process template for employees, managers and HR.
View template →Reporter · Maintenance team · Maintenance lead
Maintenance Request Process Template
Fault report, prioritisation, urgent or planned work, repair and testing. A free maintenance flow for production and facilities teams.
View template →Sales · Technical team · Sales manager · Customer
Sales Quote Process Template
Capturing the request, technical and cost estimate, the quote, discount approval, revisions and conversion to an order. A free template for sales teams.
View template →Support · Product owner · Developer · QA
Software Bug Fix Workflow Template
Bug logging, prioritisation, fix, code review, testing and release. A free bug management workflow for software teams.
View template →Customer service · Warehouse · Quality · Accounting
Product Returns Process Template
Return request, policy check, receiving and inspecting the product, refund or exchange. A free template for e-commerce and retail.
View template →Sales / customer service · Warehouse · Shipping
Order Picking & Shipping Process Template
Order confirmation, pick list, picking, checking and packing, delivery note and handover. A free shipping flow for warehouses and e-commerce.
View template →Warehouse lead · Count team · Accounting
Stock Count Process Template
Count plan, counting, difference check, recount and adjustment approval. A free stock count process template for warehouse and accounting.
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