Finance

Barry Backoffice

Employee self-service portal

Provide an easy-to-use self service portal to employees for managing benefits, claims, refunds, expenses, commissions and more. Save time by automating procedures and event driven tasks.

Key features

All-time access and real time insights

Reduce support with automated processes

Increase loyality and happiness

Similar real-world cases

Key features of this template

Employee portal for managing financials like expenses, claims, benefits and commissions

Create workflows for creating, approving and reporting

Provide template forms or any request with automated checks on business rules and completeness of submission

Automate approvals based on variables like budgets, thresholds, role or departments

Self registration workflow for end users

Reporting on any items in the portal, like accumulated amount per period, statuses and usage

Enhance it with AI

Prevent refund abuse and protect employees by using an AI to identify and block stolen credit cards instantly.
Improve financial integrity by using an AI to detect and flag fraudulent receipts and invoices.

More information about combining Triggre templates with AI >>

Suggested AI:

Connect with ...

Airtable

Tableau

Dropbox

... and any other external service thanks to Triggre's native Web APIs functionality!

Tips for customizing your template

Add processes to support your external workforce, like timesheet approvals, reverse billing

Add a contract management modules for external resources or partners

Add finance support tickets workflow to support employees, field workers or external hires

How do I use this template?

Go to the dashboard of your Triggre Designer. There's a slider where all templates are shown. Go to the template you want to use by clicking the arrows left or right and click Load template. It will be loaded into your Designer instantly.

For more information about using templates, please take a look at our Knowledge Base articles about this topic.

How do I use this template?

First, download the template using the button below. Create a free Triggre account. Then, go to the Triggre Designer and click on "Versions". Click on the "Add" green button and then "Upload new version". Select the template file, and it will be loaded into your Designer instantly.

Download template

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