New-hire checklist
- Today
- After an offer is accepted, HR emails IT, payroll and the manager separately and keeps track of who has done what.
- With a workflow
- A confirmed hire starts one checklist with tasks for HR, IT, payroll and the manager, including account requests, equipment and orientation invitations on the calendar.
A person decidesHR confirms the start date, role and manager before any tasks go out.
Document collection and signatures
- Today
- New-hire forms are sent by email, returned in pieces, and filed by hand once someone notices they came back.
- With a workflow
- The new hire gets the forms your team has approved, signed documents are named and filed to the employee’s folder, and anything still missing is listed.
A person decidesHR reviews what came back. Any required forms are handled by a person.
Policy acknowledgments
- Today
- A revised policy goes out to everyone, and finding who hasn’t acknowledged it means comparing a list of names by hand.
- With a workflow
- The policy is sent to the employee groups it applies to, acknowledgments are recorded as they arrive, and reminders go to anyone who hasn’t responded.
A person decidesHR decides what to do about anyone who still hasn’t acknowledged it.
Certification and license expirations
- Today
- An expired certification is discovered when someone asks for a current copy.
- With a workflow
- Certifications and licenses are logged with their expiration dates, and the employee and their manager are reminded well before the date.
A person decidesHow to handle work that requires a certification that isn’t current.
Routine handbook questions
- Today
- Questions like “how many holidays do we get?” arrive by email and wait until someone looks up the answer.
- With a workflow
- Routine questions are sorted from the HR inbox, and a draft answer is prepared from your approved handbook with the section it came from.
A person decidesHR reviews every answer before it is sent. Sensitive questions go straight to a person.
Offboarding task list
- Today
- When someone leaves, access removal, equipment returns and final paperwork depend on a string of emails.
- With a workflow
- A confirmed departure starts tasks for HR, IT, payroll and the manager. Access removal and returned equipment stay open until someone confirms them.
A person decidesThe departure itself, final pay and anything sent to the employee.