HR operations
Onboarding, approvals, and employee records that move without chasing email threads.
Route that usually fitsImplement an existing system when an HR platform and task system already exist; use a full setup when teams need one shared case and access model.
- triggerOffer accepted in the HR system
- ownerHR opens the starter case
- handoffIT and facilities tasks created
- decisionManager approves exceptions
- outcomeStarter ready on day one
Illustrative scenario: An accepted offer starts an onboarding case. HR owns the record; IT and facilities receive tasks; a manager approves exceptions before the starter arrives.
Inside this workflow
Workflows
- Onboarding and offboarding
- Multi-step approvals
- Employee records and document requests
- Policy acknowledgements
What changes
- New starters receive equipment, access, and paperwork in a predictable sequence
- Approvers see exactly what needs their decision, with history attached
- HR teams spend less time re-keying the same data across systems
- Access to personal records is limited by role and logged
Systems we connect
- HR systemStarter record and agreed changes
- Identity serviceAccount and role requests
- JiraIT and facilities work items
- Document storageScoped paperwork and acknowledgements