Workflows are the core feature of Crewmojo. They are structured, guided processes that help organizations run people-related conversations and activities — such as goal-setting, performance reviews, career check-ins, and onboarding — in a consistent and trackable way.
A workflow is made up of a series of tasks assigned to specific participants (e.g. an employee, their manager, or both). Each participant completes their tasks in a defined sequence, and the workflow tracks progress from start to finish.
In Crewmojo, a workflow represents a single instance of a structured process. For example:
Each workflow is built from a workflow template — a reusable design created by HR or Admins that defines the steps, participants, and settings for that type of process.
| Role | What They Can Do |
|---|---|
| Employee | View and complete their own assigned workflow tasks |
| Manager | View and complete their own tasks; oversee their direct reports' workflows; start workflows for team members |
| Admin | Same as Manager, plus access to platform-wide workflow configuration and can start workflows for anyone |
| HR | Configure workflow templates, manage audiences, and oversee all workflows across the organization; can start workflows for anyone |