From position to reporting line

Step by step

1. Structure the organization HR Business Partner

   Admin checks the department parent; HR Business Partner checks the position and reporting position before recruiting begins. Set the intended department and reporting chain.

   • Set the intended department and reporting chain.
   • Updates Departments, Positions, Employees

2. Open a requisition Recruiter

   Recruiter prepares the position, hiring manager and headcount. Admin reviews the requisition and records approval and the opening is used. Move the requisition from pending approval to Approved, then Open.

   • Move the requisition from pending approval to Approved, then Open.
   • Updates Job requisitions, Positions

3. Review candidates Recruiter

   Recruiter links each application to the open requisition and records interview recommendations. Keep each candidate and requisition pair distinct.

   • Keep each candidate and requisition pair distinct.
   • Updates Candidates, Applications, Interviews

4. Approve an offer Recruiter

   Admin checks the offered salary, position and grade before approving it and Recruiter sends the offer. Move the offer from pending approval to Approved.

   • Move the offer from pending approval to Approved.
   • Updates Offers, Positions, Pay grades

5. Start employment HR Business Partner

   HR Business Partner records the hire; Admin coordinates assigned joining work. Link the new employee to the intended position and manager.

   • Link the new employee to the intended position and manager.
   • Updates Employees, Employment history, Onboarding checklists, Onboarding tasks

6. Maintain reporting lines HR Business Partner

   HR Business Partner records later manager or position changes and checks the employee register. Preserve the dated event alongside the current relationship.

   • Preserve the dated event alongside the current relationship.
   • Updates Employees, Employment history, Positions

HR Business Partner

, Recruiter, Hiring Manager and Admin carry out the named steps according to their record permissions.