People Overview
Employee lifecycle status across all 25 offices.
New Hires
awaiting pre-employment
In Onboarding
in pipeline
Open Reqs
open requisitions
Active Employees
across all offices
Offboarding
pending
Pre-Onboarding
Compliance and verification before onboarding begins. Owned by HR.
| Name | Role | Office | Report To | Type | Start Date | Offer Ltr | BG Check | Certs | OB Docs | Culture Index | Status |
|---|
No pre-employment records. They appear when a recruiter marks a candidate's offer as accepted.
Start Readiness
Equipment, accounts, and office readiness. Owned by IT & Operations.
| Name | Role | Office | Start Date | IT Ticket | Laptop | Practice SW | Equipment | IT Status |
|---|
No employees in onboarding setup yet.
Staffing Requisitions
Track open headcount requests from Requested through Fully Approved to Hired.
| Position Request | Candidate / Employee | Date Requested | Department | Hiring Manager | Hire Type | Backfill For | Location | FT / PT | Budgeted Status | Tracker Status | Planned Start | Start Month |
|---|
No staffing requisitions yet. Click New Requisition to add one.
New Staffing Requisition
New Hires
Add a record once a hiring decision is made. This is the entry point into the onboarding workflow.
| Name / Progress | Role | Start Date | OB Date | NEO Date | Type | Office | Offer Status |
|---|
No new hires yet. Click Add New Hire to create a record after a hiring decision is made.
HR Setup
Administrative onboarding preparation — Paycor, email setup, and scheduling.
| Name | Role | Office | Start Date | NH Email | OB Date | Paycor Invite | Docs to Paycor | Status |
|---|
No employees in HR Setup. They appear here after Pre-Employment is cleared.
NEO
New Employee Orientation — track date, attendance, and training completion.
| Name | Role | Office | Start Date | NEO Date | Attended | Training Done | Status |
|---|
No employees in NEO yet.
Completed
Employees who have completed the full onboarding journey.
No completed onboardings yet
Employees appear here once their full onboarding is signed off.
| Name | Role | Office | Start Date | Completed |
|---|
Onboarding
Everyone moving through Pre-Employment → HR Setup → Start Readiness → NEO → Complete. Expand a row to view the checklist.
| Name / Progress | Stage | Role | Start Date | OB Date | NEO Date | Office |
|---|
No one is currently in the onboarding pipeline.
Offboarding
Test / PrototypeA single consolidated view of everyone moving through Submitted → HR Review → IT Review → Completed. Click a row to open their existing detail panel and take action — nothing here replaces the individual offboarding tab yet.
| Name | Stage | Role | Office | Last Working Day | Progress |
|---|
No one is currently in the offboarding pipeline.
Reports
Lifecycle analytics, hiring trends, and onboarding metrics.
Reports — Coming in Phase 4
Hiring velocity, time-to-start, onboarding completion rates, and office-level dashboards.
Offboarding
Departing employees, equipment return, and access removal.
Upcoming Terms
No upcoming terminations in the next 30 days.
| Employee Name | Dept | Job Title | TERM Date | PTO | Final Payout By | Vol/Invol | Reason | Status | Paycor | Sent to IT | 401K | Ltr Email | Ltr Mail | Ltr Person | Pos. Fill | Exit Int. | Notes | Exit Notes | Complete |
|---|
No offboarding records yet.
Employee Directory
Complete employee record — click any row to view their full lifecycle history.
| Employee ID | First Name | Last Name | Office | Department | Manager | Start Date | Type | Status |
|---|
No employees yet.
Assets
Equipment and device assignments.
| Asset | Type | Serial / Tag | Assigned To | Assigned | Status |
|---|
No asset assignments yet.
Admin
Users, office templates, and role templates.
| Name | Role | Admin |
|---|
Position List
Used in candidate dropdown
Configure default Teams groups, SharePoint sites, and distribution lists per office.
Configure default applications, security groups, and tasks per role.