HR OS workflow

Performance Workflow

Manage performance concerns through objectives, evidence, reviews, improvement planning, documents, and compliance checks. Single Workflow access is £4.99 for one employee case, with HR OS Unlimited available for recurring workflow use.

Performance workflow preview in HRHeaven
£4.99 Single WorkflowOne workflow, one employee, one caseUnlimited work inside that case until completion
1,873Contracts available
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100%Employment Rights Act 2025 Compliant
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What HR OS helps with

Run the HR process after the contract is created

HRHeaven keeps the employee record, workflow actions, documents, timeline and completion history together so everyday HR admin is easier to manage.

Record performance concerns

Clear workflow support for UK SME employers.

Plan support and improvement steps

Clear workflow support for UK SME employers.

Track reviews and outcomes

Clear workflow support for UK SME employers.

Preview before purchase

Performance Workflow

Manage performance concerns through objectives, evidence, reviews, improvement planning, documents, and compliance checks.

What HRHeaven can pre-fill

Employee and manager details Role expectations Existing timeline and tasks

What the employer confirms

Performance concerns Objectives Review dates and outcomes

Documents and records

Performance review notes Improvement plan records Outcome summaries Task history

Workflows

Seven practical HR OS workflows

Recruitment Workflowrecruitment workflow / hiring process UKOpen a structured recruitment case with role context, candidate records, interview actions, document outputs, timeline, and audit history in one place. Single Workflow access is £4.99 for one employee case, with HR OS Unlimited available for recurring workflow use.Probation Workflowprobation review process / probation extension letterRun a probation case from review planning through outcome, with role-aware prompts and a retained evidence history. Single Workflow access is £4.99 for one employee case, with HR OS Unlimited available for recurring workflow use.Performance Workflowperformance improvement plan / employee performance reviewManage performance concerns through objectives, evidence, reviews, improvement planning, documents, and compliance checks. Single Workflow access is £4.99 for one employee case, with HR OS Unlimited available for recurring workflow use.Disciplinary Workflowdisciplinary procedure / disciplinary investigationCoordinate a disciplinary process with investigation records, hearing preparation, warning controls, source transparency, and audit history. Single Workflow access is £4.99 for one employee case, with HR OS Unlimited available for recurring workflow use.Grievance Workflowgrievance procedure / employee grievance processHandle grievance cases with meeting records, evidence, resolution actions, document controls, and a complete timeline. Single Workflow access is £4.99 for one employee case, with HR OS Unlimited available for recurring workflow use.Absence Workflowabsence management workflow / return to work formTrack absence cases with fit note evidence, occupational health actions, return-to-work notes, timeline, and compliance prompts. Single Workflow access is £4.99 for one employee case, with HR OS Unlimited available for recurring workflow use.Offboarding Workflowemployee offboarding checklist / leaver process UKManage offboarding with notice, access, payroll, handover, leaver documents, timeline, and audit history retained after completion. Single Workflow access is £4.99 for one employee case, with HR OS Unlimited available for recurring workflow use.

Transparent pricing

Single Workflow or HR OS Unlimited

No pressure. Pick the option that fits how often you expect to run HR workflows.

Single Workflow£4.99

Best when you only need one case for one employee.

One workflow case for the selected employeeUnlimited activity inside that case until completionHistory retained after completionStart Single Workflow
HR OS Unlimited£20.00 / year

Best when your organisation expects recurring HR workflow cases.

Unlimited HR OS workflow launchesAll implemented HR OS workflow typesOrganisation-wide entitlementTimeline, audit, compliance, and document output controlsCompare Unlimited

Frequently asked questions

HR OS questions

Can I create a PIP process?

The performance workflow helps structure support plans, review notes, objectives and outcome records for one employee case.

Does AI decide if performance is poor?

No. The employer reviews the facts, edits the wording and owns every decision.

What happens after purchase?

After checkout, the workflow launches into the Case Workspace with AI summary, source context, actions, documents, timeline and audit history.

Should I choose Single Workflow or Unlimited?

Choose the single workflow when this is a one-off case. Choose Unlimited when repeated workflow launches will save time or reduce admin across the organisation.

Start with a preview

See the workflow before you buy

Preview what the workflow covers, choose Single Workflow or Unlimited, then launch into the AI Workspace after payment.

Preview HR OS