Human Resources
Track HR activities, assignments, and communications.
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Activity & Notes
No activity yet.
Close Ticket?
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Closing a ticket marks it as fully resolved. Make sure all follow-ups are complete before closing.
New HR Ticket
People Overview
HR tickets and onboarding pipeline across all offices.
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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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No employees yet.
Assets
Equipment and device assignments.
| Asset | Type | Serial / Tag | Assigned To | Assigned | Status |
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No asset assignments yet.
Settings
Teams & Permissions, Theme, Users, Positions, and system configuration.
| Name | Role | Admin |
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Position List
Used in candidate dropdown
Configure default Teams groups, SharePoint sites, and distribution lists per office.
User Groups / Teams
Define teams and their permissions. Users are assigned a team for access control.
Configure default applications, security groups, and tasks per role.
Appearance
Preference saved in browser. Applies immediately.
Edit employment type workflows. Changes apply immediately when adding new hires.