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  1. HRMS with Document Vault
  2. Connections and handoffs
Reference

Connections and handoffs

Decide how external payroll payment, recruiting calendar and learning results reach the team.

  • HRMS with Document Vault
  • Payment provider
  • Recruiting calendar
  • Learning provider
  • Tax authority

Systems to connect

  • Payment provider. Agree how a paid payroll run is reconciled with the actual disbursement record.
  • Recruiting calendar. Decide how scheduled interviews reach the interviewers and how changed times return to the interview record.
  • Learning provider. Set the source of course completion dates and certificate links.
  • Tax authority. Reconcile filing and payment confirmations with the related filing record.

How connections are governed

Name an owner for each feed, the source identifier and a reconciliation procedure. Test a duplicate, a late update and a rejected record before using the connection in a live operating cycle. Keep the review decision with the responsible HR or payroll owner.

Set up HRMS with Document Vault your way.

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

How to get started