Hire and onboard

Step by step

1. Confirm the seat Hiring Manager

   Hiring Manager checks the position, department, campus and headcount before raising a requisition. A filled or frozen position needs a separate staffing decision.

   • Establish the seat and campus context
   • Updates Positions, Job titles, Departments, Locations

2. Approve the opening Hiring Manager

   Hiring Manager reviews the proposed start date and need for the seat, then records approval before Recruiter treats the requisition as open.

   • Move the opening from pending approval to approved
   • Updates Job requisitions
   ApprovalA person approves before the work moves on.

3. Assess applicants Recruiter

   Recruiter links each application to the candidate and requisition. Interviewers record scheduled dates, ratings and recommendations against the application.

   • Preserve stage and interview observations
   • Updates Candidates, Applications, Interviews

4. Approve the offer Hiring Manager

   Hiring Manager checks proposed pay, position and start date, then records the offer decision before Recruiter sends it.

   • Record the compensation and start-date decision
   • Updates Offers, Applications, Positions
   ApprovalA person approves before the work moves on.

5. Establish the employee HR Manager

   HR Manager records the accepted hire with position, department, location, manager and payroll calendar.

   • Link the hire to a position and effective history
   • Updates Employees, Employment history

6. Work the checklist HR Manager

   HR Manager starts an onboarding checklist and assigns dated tasks to the relevant employee owners. Blocked tasks remain visible until resolved.

   • Assign, complete or block dated work
   • Updates Onboarding checklists, Onboarding tasks

Hiring Manager

Decides openings and offers; Recruiter manages applications and interviews; HR Manager creates the employee and follows the checklist; Admin maintains access.