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.
Start for freeKey features
All-time access and real time insights
Reduce support with automated processes
Increase loyality and happiness
Barry Backoffice

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:
SEON
Kount

Connect with ...

Airtable
Airtable
Tableau
Tableau
Dropbox
Dropbox
... and any other external service thanks to Triggre's native Web APIs functionality!
Customize template

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.

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