These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- HRMS with Document Vault
- Who it's for
- Growing service teams
Growing service teams
A growing services business can follow hiring demand and the work required for each new starter. The employee record connects the person to a position and manager, while the operational records carry the decision and date. Start with the population your team can review closely and expand after a complete operating cycle.
How HRMS with Document Vault is set up for you
People
Confirm the position, location, manager and employment status on the employee record.
Decisions
Keep requisition, leave and payroll approvals with the person responsible for the decision.
Periods
Use dates on time, leave and pay records to reconcile work across teams.
A growing services business can follow hiring demand and the work required for each new starter. The employee record connects the person to a position and manager, while the operational records carry the decision and date. Start with the population your team can review closely and expand after a complete operating cycle.
Begin with an open position, one requisition, a candidate application and a checklist for the accepted hire. Give each participant a real account with the intended permissions. Review the source record at each handoff so that the next owner can trace a change to its employee and period.
A practical pilot uses a single team and a complete path through preparation, review and release. Include a returned or rejected case. That exposes unclear ownership before the work expands to another department or location. Compare the employee register with the downstream leave, pay or recruiting record at the end of the pilot.
Before expanding, have the operating owner check one employee record, its linked decision and the next dated transaction. Keep the same source identifier through every handoff so a later correction can be traced.
[Plan implementation](/hrms-with-document-vault/implementation) and [review the data model](/hrms-with-document-vault/data-model).
Features to start with
Roles on the team
- Hiring Manager
- Read-only visibility into requisitions and the hiring pipeline.
- Recruiter
- Record entry across the hiring pipeline; read-only on employees.
- HR Business Partner
- Record entry on people and performance tables; read-only on pay and benefits.
Set up HRMS with Document Vault your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.