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How to set up a workflow for employee training requests and approvals?

  • May 11, 2025
  • 2 replies
  • 63 views

Hi everyone!

I’m looking to create a streamlined workflow in Personio for managing employee training requests. Ideally, the workflow would include:

  1. Employee submits a training request (through Personio or a form integration)

  2. Approval flow – involving the direct manager and HR

  3. Cost tracking – linking costs to the employee profile and budget overview

  4. Automatic update to the Personio Training tab upon approval

  5. Digital Training Cost Agreement – sent to the employee for e-signature once approved

Would love to hear how others have approached this, especially around automation and integration for smooth processing. Any best practices or tips would be appreciated!

Best answer by SabbuSchreiber

Hi ​@SimonSayz,

I participated recently in the Future Lab and I remember testing something that will streamline and simplify this process in the future. 😊

I have a few things I want to implement as well but after seeing this, I’ll just wait until this is launched. In the meantime, I can manage with the process of how it was so far.

The only thing I don’t know is when those things will be launched 🙃

2 replies

Moe
Former Personio Employee
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  • Former Community Admin
  • May 16, 2025

Hi ​@SimonSayz !

Tagging ​@Nathan Jolly and ​@HRJoy as they might be able to help here!


SabbuSchreiber
Helping Hand
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  • Helping Hand
  • Answer
  • May 22, 2025

Hi ​@SimonSayz,

I participated recently in the Future Lab and I remember testing something that will streamline and simplify this process in the future. 😊

I have a few things I want to implement as well but after seeing this, I’ll just wait until this is launched. In the meantime, I can manage with the process of how it was so far.

The only thing I don’t know is when those things will be launched 🙃