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- HRMS + Payroll for SMB
- Process
- Hire and onboard
Hire and onboard
Move an approved opening through application, offer and new-hire preparation.
Step by step
-
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. -
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
-
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
-
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. -
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
-
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
Who does what
Roles and permissions- 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.