HRMS with Onboarding
Core HR, payroll and leave and attendance, in one system.
Collect new-hire documents, work through onboarding checklists and assign buddies to help employees get started.
Explore the specification
YouStatusPendingInProgressOverdue
Submitted
- DR-89705 OP-34507 1 d
- DR-16628 OP-87449 in 1 d
- DR-81702 OP-42716 2 d
- DR-78935 OP-33193 in 3 d
- DR-80725 OP-57482 in 1 d
DR-89705
- Plan
- OP-34507
- Title
- Submitted dr-292
- Category
- I-9
- TemplateVersion
- Rev A
- SubmittedAt
- 16 Sep
- RequestedAt
- 19 Sep
Verified waits for the onboarding coordinator.
YouStatusPendingSentInProgressRejected
YouStatusPreboardingActive
StatusPreboardingActive
StatusRequestedApprovedProvisioningFailed
StatusRequestedApprovedPickingShipped
Overdue
| Plan | Title | Assignee | Assignee Role | Category |
|---|---|---|---|---|
| OP-36386 | Overdue ot-908 | CL | NewHire | Paperwork |
| OP-61480 | Overdue ot-185 | XN | HiringManager | ITProvisioning |
| OP-23385 | Overdue ot-855 | RM | OnboardingCoordinator | Equipment |
| OP-21561 | Overdue ot-566 | MD | IT | Access |
| OP-16503 | Overdue ot-922 | RS | Facilities | Welcome |
| OP-53837 | Overdue ot-992 | WT | Buddy | Training |
ScheduledScheduledFor BETWEEN todaytoday + 14 days
| Plan | New Hire | Milestone | Scheduled For | Ramp Status |
|---|---|---|---|---|
| OP-77363 | ST | Day7 | 26 Sep | OnTrack |
| OP-98486 | EU | Day30 | 15 Sep | AtRisk |
| OP-72606 | HB | Day60 | 20 Sep | Off |
| OP-12970 | FM | Day90 | 13 Sep | Exceeding |
| OP-88528 | CU | Custom | 24 Sep | OnTrack |
| OP-25145 | KA | Day7 | 05 Sep | AtRisk |
You or You
| Plan Number | Program | Start Date | End Date | Status |
|---|---|---|---|---|
| OP-93477 | OP-2482 | 15 Sep | 920 | Preboarding |
| OP-72210 | OP-2500 | 22 Sep | 420 | Active |
| OP-74702 | OP-5095 | 12 Sep | 690 | Completed |
| OP-59776 | OP-3144 | 18 Sep | 590 | Preboarding |
| OP-47172 | OP-2605 | 08 Sep | 150 | Active |
| OP-44564 | OP-2484 | 15 Sep | 820 | OnHold |
Illustrative records generated from the specification. Explore the views to inspect the planned operating model.
Built for your team.
HR and payroll teams who want people data and pay in one place.
- Defined tables
- 15
- Operational views
- 10
- Defined roles
- 6
- Reports
- 7
Defined in the planned system specification.
What’s inside.
Collect new-hire documents, work through onboarding checklists and assign buddies to help employees get started.
Core HR
Employee records, org chart and documents
Payroll
Pay runs, deductions and payslips
Leave and attendance
Balances, rosters and time capture
Recruiting
Openings, candidates and offers
Performance
Goals, reviews and calibration
Compliance
Statutory filings and policy acknowledgement
- 01Offer
- 02Documents
- 03Access
- 04First payroll
- 05Review
Built for your team
Plan NumberNew Hire NameProgramDepartment
OP
HR Manager
Owns the onboarding function. Reviews template changes, sees the full cohort, owns escalations, and signs off on offboarding for involuntary terminations. Reads everything; approves cross-program template changes and high-sensitivity exceptions.
Request NumberPlanTarget SystemRole Profile
Onboarding Coordinator
The day-to-day operator. Runs every active onboarding cycle — verifies submitted documents, chases overdue tasks, reassigns blocked tasks, schedules intro meetings, and closes 30-60-90 CheckIns. The named Coordinator on the OnboardingPlan.
PlanTitleCategoryDue Date
ITProvisioning
Hiring Manager
Owns the New Hire's first 90 days. Sees only own reports' OnboardingPlans, marks own tasks done (manager 1:1 scheduled, team-intro held, etc.), submits manager-side CheckIn scores, and flags ramp risk early.
Request NumberPlanItem CategoryItem Spec
Monitor
IT / Facilities
Executes provisioning and equipment work. Sees only the queues — AccessProvisioningRequests for IT, EquipmentRequests for Facilities. Marks items Provisioned / Shipped / Delivered.
Plan NumberProgramStart DateEnd Date
New Hire / Employee
Self-service portal for the New Hire (and later as an Employee for offboarding). Sees own plan, completes own tasks, uploads required documents, consumes welcome content, submits own-side CheckIn scores.
Reports and dashboards
Explore what each report measures and the records behind it.
Cohort Onboarding Funnel
Per StartDate cohort (week or month): preboarding count, active count, completed count, cancelled count, average ProgressPercent at Day 7 / 30 / 60 / 90, average days to first-task-done. Drills into Department × Location × Program. The HR Manager's daily landing report.
Time-to-Productive
Per completed plan: days from StartDate to all-required-tasks-done, days to provisioning complete (laptop delivered AND every required system access Provisioned), days to all I-9 / W-4 / direct-deposit Verified. Trended over the last 12 months, segmented by Department and EmploymentType.
Document Compliance
Per active plan: I-9 Section 1 collected by Day 1, I-9 Section 2 verified by Day 3, W-4 collected by first pay period, state withholding collected, direct deposit Verified. Flags overdue. The audit-ready compliance report.
Provisioning SLA
EquipmentRequests delivered on or before RequiredBy %, AccessProvisioningRequests provisioned on or before RequiredBy %, by Department / Location / TargetSystem. Highlights laggard systems and asset-supply gaps.
Check-In Pulse
Per 30 / 60 / 90 milestone: average ManagerScore, average NewHireScore, RampStatus distribution (OnTrack / AtRisk / Off / Exceeding), top concerns themes. Drills into Department and Hiring Manager.
Buddy Program Health
Active assignments, completion rate, average buddy / new-hire feedback scores, buddy load (active assignments per buddy). Highlights overloaded or inactive buddies.
Offboarding Cycle
Per OffboardingPlan: days from notice to LastWorkingDay, equipment-return %, access-revocation %, exit-interview-held %, final-pay handoff timing. Reasons breakdown (Voluntary / Involuntary / Retirement / EndOfContract / Layoff). Eligible-for-rehire %.
One connected workspace
Document Compliancelist
Per active plan: I-9 Section 1 collected by Day 1, I-9 Section 2 verified by Day 3, W-4 collected by first pay period, state withholding collected, direct deposit Verified. Flags overdue. The audit-ready compliance report.
| Plan | Title | Category | Template Version | Submitted At |
|---|---|---|---|---|
| OP-34507 | Submitted dr-292 | I-9 | Rev A | 16 Sep |
| OP-87449 | Submitted dr-599 | W-4 | Rev B | 18 Sep |
| OP-42716 | Submitted dr-573 | StateWithholding | Rev C | 15 Sep |
| OP-33193 | Submitted dr-633 | DirectDeposit | Rev D | 20 Sep |
- Pending
- Sent
- InProgress
- Submitted
- Verified
- Rejected
- Waived
- Plan
- OP-34507
- Title
- Submitted dr-292
- Category
- I-9
- TemplateVersion
- Rev A
- RequestedAt
- 19 Sep
- SubmittedAt
- 16 Sep
ownerOnboarding Coordinator
Go from the big picture to the details behind it. Open any record to see its status, owner and history.
Illustrative records. Connections follow the authored specification.
Controls and automation
System checks
hire-from-recruitment-creates-onboarding — appEventTrigger on Offers.record.updated (Status: Accepted) → creates an OnboardingPlans row from the matching program template.
onboarding-task-fanout — appEventTrigger on OnboardingPlans.record.created → emits one OnboardingTasks (or OffboardingTasks) row per ProgramTasks template with resolved Assignee and DueDate.
document-request-fanout — appEventTrigger on OnboardingPlans.record.created → emits one DocumentRequests row per ProgramDocuments template (I-9, W-4, state withholding, direct deposit, NDA, certifications) with federal / state due rules baked in.
it-provisioning-request — appEventTrigger on OnboardingTasks.record.created (Category = ITProvisioning) → generates one AccessProvisioningRequests row per TargetSystem and emails IT.
equipment-shipment-track — appEventTrigger on EquipmentRequests.record.updated (Status: Shipped) → emails carrier and tracking to New Hire and schedules a Delivered follow-up.
buddy-assignment — appEventTrigger on OnboardingPlans.record.updated (Status: Active and Buddy null) → picks an eligible buddy, writes BuddyAssignments, emails both parties.
day-1-welcome-pack — scheduleTrigger daily at 06:00 → flips Plans with StartDate = today to Active, sends welcome email, schedules Day-1 IntroMeetings, and creates / links the Core HR Employees row.
30-60-90-checkin-scheduler — scheduleTrigger daily at 07:00 → seeds Day 30 / 60 / 90 CheckIns rows for every Active plan and reminds participants 3 days out.
task-overdue-escalation — scheduleTrigger daily at 09:00 → flips overdue OnboardingTasks to Overdue and emails Assignee + Coordinator. (Includes the onboarding-completion-notify appEventTrigger on OnboardingPlans.record.updated Active → Completed that emails HR Manager with cycle metrics.) Integrations: inbound from hrms-recruitment (Offers, Candidates), Core HR (Employees lifecycle: hire, termination, transfer), and hrms-background-checks (clearance status). Outbound to Core HR (creates the Employees row on Day 1), Payroll (writes initial Compensation draft and BankAccount), the IT identity provider (Okta / Azure AD), the asset manager (laptops, monitors, peripherals), the document store (signed I-9, W-4, NDA, contract files), the calendar (IntroMeetings as Google / Outlook events), and email (welcome packs, task assignments, escalations, CheckIn reminders).
