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
- Process
- Onboarding
Onboarding
Coordinate the accepted hire and assigned start work.
Step by step
-
Accept offer Recruiter
Recruiter starts with the current record and checks its linked person, position or period. Connect the accepted candidate to the hire case. The resulting state guides the next owner.
- Connect the accepted candidate to the hire case.
- Updates Offers, Applications
-
Prepare checklist Admin
Admin starts with the current record and checks its linked person, position or period. Set the checklist type and start date. The resulting state guides the next owner.
- Set the checklist type and start date.
- Updates Onboarding checklists, Employees
-
Assign tasks Admin
Admin starts with the current record and checks its linked person, position or period. Give each task an owner and due date. The resulting state guides the next owner.
- Give each task an owner and due date.
- Updates Onboarding tasks
-
Record hire HR Business Partner
HR Business Partner starts with the current record and checks its linked person, position or period. Keep the effective hire event beside the employee. The resulting state guides the next owner.
- Keep the effective hire event beside the employee.
- Updates Employment history, Employees
Who does what
Roles and permissions- HR Business Partner
- , Employee, Admin coordinate their parts of this process.
Set up HRMS with Document Vault your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.