1. HRMS with Internal Job Board
  2. Process
  3. Employee transition
Process · Employee transition

Employee transition

Carry a hire or internal move into the employee record and assigned work.

Step by step

  1. Confirmed outcome HR Business Partner

    HR Business Partner checks the accepted offer or approved internal move and the intended start date.

    • Confirm candidate outcome
    • Updates Offers, Applications
  2. Employee context HR Business Partner

    HR Business Partner checks the employee, department, manager, position, location and pay grade.

    • Record current placement
    • Updates Employees, Positions, Departments
  3. Dated history HR Business Partner

    HR Business Partner records the hire, transfer or promotion event with its effective date and applicable from and to references.

    • Preserve the effective change
    • Updates Employment history, Employees
  4. Checklist Admin

    Admin creates the onboarding or transfer checklist for the employee and target date.

    • Establish transition work
    • Updates Onboarding checklists
  5. Assigned work Admin

    Admin records updates from task assignees as Pending, in progress, Completed or Blocked, with completion evidence where relevant.

    • Record task progress
    • Updates Onboarding tasks
  6. Readiness review HR Business Partner

    Admin reviews open checklist work with HR Business Partner before marking the transition complete.

    • Review remaining work
    • Updates Onboarding checklists, Onboarding tasks
HR Business Partner
Maintains people, positions and employment history.
Recruiter
Owns the hiring outcome.
Admin
Records checklist and task progress from assigned employees.
CHRO / VP People
Reviews the wider context.

Set up HRMS with Internal Job Board your way.

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

How to get started