1. HRMS + Payroll for SMB
  2. Process
  3. Hire and onboard
Process · Hire and onboard

Hire and onboard

Move an approved opening through application, offer and new-hire preparation.

Step by step

  1. Open requisition Recruiter

    Recruiter records the position, headcount, hiring manager, location and target start date. Hiring Manager reviews the opening; Admin records approval after required headcount confirmation before it becomes Open.

    • Opening moves through approval to Open
    • Updates Job requisitions, Positions
    ApprovalA person approves before the work moves on.
  2. Review candidate Recruiter

    Recruiter connects a candidate to the open requisition through an application and records the source and stage.

    • Candidate is linked to a specific opening
    • Updates Candidates, Applications
  3. Interview Recruiter

    Hiring Manager reviews the application while the interviewer records a scheduled meeting, outcome, recommendation and feedback.

    • Recommendation supports application stage
    • Updates Interviews, Applications
  4. Approve offer HR Business Partner

    Admin compares salary with the position’s pay grade, obtains HR Business Partner review for in-band pay, and escalates out-of-band pay before approval and sending.

    • Salary decision is recorded before sending
    • Updates Offers, Pay grades, Positions
    ApprovalA person approves before the work moves on.
  5. Prepare the hire HR Business Partner

    Recruiter records acceptance; HR Business Partner maintains the employee record, and Admin connects its onboarding checklist and assigned tasks.

    • Work and due dates are assigned
    • Updates Employees, Onboarding checklists, Onboarding tasks
  6. Start employment HR Business Partner

    HR Business Partner checks the effective start date, employee status and Hire event in employment history.

    • Hire event and current worker details agree
    • Updates Employees, Employment history
Recruiter
Owns candidate and offer records; Hiring Manager reviews openings and interviews; HR Business Partner owns employee records; Admin records approvals, onboarding tasks and access.

Set up HRMS + Payroll for SMB your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started