Keep HR records in order
Certifications with expiry dates, onboarding checklists, notes and reviews, per employee, in one place.
- 1
Select the employee
Open Workforce → Team → HR & documents. Search for and select the employee in the left-hand list. Check the name above the records before adding anything.
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- 2
Add a document or certification
Expand Add document or certification. Enter a name, choose kind and status, set an expiry date when applicable, and choose the file. Click Add document, then check the saved record.
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- 3
Add an onboarding task
Expand Add onboarding task. Enter a concrete task and its due date, then click Add in that section. Examples include reviewing a policy or returning a signed document.
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- 4
Record a private HR note
Expand Add note, survey or review. Choose the record type, enter a title and factual notes, then click Add record. Check that you are still on the correct employee.
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- 5
Prepare offboarding
For a departure, expand Offboarding, enter the departure date and reason, then review before Start offboarding. Follow the resulting checklist and review the person’s account access separately.
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