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- HRMS + PM for IT Companies
- Process
- Employee transition
Employee transition
Assign onboarding and separation work to named employees.
Step by step
-
Prepare checklist Admin
Admin opens a checklist for the employee and effective start.
- Admin opens a checklist for the employee and effective start.
- Updates Onboarding checklists, Employees
-
Assign tasks Admin
Admin records each task category, due date and assignee.
- Admin records each task category, due date and assignee.
- Updates Onboarding tasks, Onboarding checklists
-
Complete start work Admin
Assigned employees report completion and evidence; Admin updates the tasks and reviews what remains.
- Assigned employees report completion and evidence; Admin updates the tasks and reviews what remains.
- Updates Onboarding tasks, Employees
-
Record employment event HR Business Partner
HR Business Partner records the dated hire, transfer or termination event.
- HR Business Partner records the dated hire, transfer or termination event.
- Updates Employment history, Employees
-
Close the checklist Admin
Admin checks task states and closes the checklist when work is complete.
- Admin checks task states and closes the checklist when work is complete.
- Updates Onboarding checklists, Onboarding tasks
Who does what
Roles and permissionsSet up HRMS + PM for IT Companies your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.