Modules

HR

Employee lifecycle, documents, HR requests, onboarding and offboarding.

Documentation version 1.1.0 · Catalog availability Generally available (GA)

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Requires modules: None

The catalog lists this module as generally available (GA). You still need to validate your company setup and any country-specific rules.
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

  1. Open HR. The overview is the HR home: widgets, reminders, and links to directory, requests, and structure.
  2. Create or review employee records in the directory. Use filters to find the pilot group.
  3. Practice one onboarding, one employment change, and one offboarding path on synthetic data.
  4. Review organisation structure and document expiry reminders before you connect payroll contacts.

Day-to-day use

  1. Start from HR home, then open Directory, Changes, Onboarding, or Offboarding for the event in front of you.
  2. Update employee records when a life event occurs and keep document dates current.
  3. Submit or action HR requests assigned to you.
  4. Tell payroll or time contacts about approved changes before the next pay cut-off.

Limitations and important notes

  • The catalog marks this module as generally available (GA). Your go-live still depends on configuration, country settings, and your own validation.
  • 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

Non-production example of the HR main workspace
HR main workspace · Documentation version 1.1.0
Non-production example of a focused HR working area
HR focused working area · Documentation version 1.1.0