Modules
HR
Employee lifecycle, documents, HR requests, onboarding and offboarding.
Requires modules: None
The catalog lists this module as Beta. Confirm with your team before you rely on it for critical work.
Country or legal settings may be required before your company can use this module.
Before you begin
- Name an HR process owner and backup for employee lifecycle changes.
- List hire, move, and leaver scenarios you will rehearse on sample people records.
- Prepare document types you track today—store copies according to your retention policy, not in email threads.
Setup steps
- Open HR.
- Create or review employee records for the pilot group.
- Practice one onboarding and one change request end to end on synthetic data.
- Connect document references only where your administrator enabled document storage.
Day-to-day use
- Update employee records when a life event occurs.
- Submit or action HR requests assigned to you.
- Keep linked documents and request status understandable for auditors and payroll contacts.
Limitations and important notes
- The catalog marks this module as Beta. Review advanced workflows carefully before critical use.
- This guide does not state tax, payroll, or legal outcomes—your administrators and official sources define those.
- Screenshots come from a non-production example environment with synthetic data.
- On-screen permissions may differ from your company's final role design.
Example screens
