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- Healthcare HRMS
- Process
- Employee transition
Employee transition
Employee transitions affect the person record, the organizational position and the people preparing the change. Employment History preserves the effective event; Onboarding Checklists and Tasks show whether the practical handoff has been completed. HR Manager checks both before treating the transition as finished.
Step by step
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Record the change HR Manager
HR Manager identifies a hire, promotion, transfer, leave event, termination or rehire and its effective date.
- Preserve event and effective date
- Updates Employment history, Employees
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Confirm the position HR Manager
HR Manager checks the employee's position, department, location, manager and payroll calendar against the change.
- Align person and organization
- Updates Positions, Departments, Locations, Employees
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Open a checklist HR Manager
HR Manager chooses onboarding, offboarding, transfer or rehire and assigns the relevant tasks.
- Create assigned transition work
- Updates Onboarding checklists, Onboarding tasks
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Complete assigned work HR Manager
IT, payroll, facilities, training or a manager records each task's status and evidence.
- Record outcomes and evidence
- Updates Onboarding tasks
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Review the transition HR Manager
HR Manager checks open and blocked tasks before completing the checklist.
- Close reviewed checklist
- Updates Onboarding checklists, Onboarding tasks
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- HR Manager
- Owns the employee event and checklist decision; Manager and Employee handle assigned work; Admin maintains organizational setup.
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