Manage Employee Lifecycle
Lifecycle tools cover hire through exit: onboarding checklists, probation decisions, appraisal cycles, and resignation with clearance and exit interview.
Onboarding
- Go to HRMS → Onboarding.
- Create or edit a template with dynamic tasks — name, category, due days, owner, and whether the task is mandatory.
- Assign tasks to new hires when you create the employee or by applying a template.
- Track each task as pending, in progress, completed, or skipped.
You can also review assigned tasks on the employee’s Onboarding tab.
Probation
- Go to HRMS → Probation.
- Review employees on probation and their end dates.
- Extend, confirm (with a performance rating), or terminate as appropriate.
Keep the employee status in sync with the probation outcome so directory and reports stay accurate.
Performance appraisals
- Go to HRMS → Performance.
- Create an appraisal cycle (name and period dates) while it is still draft.
- Open the cycle and generate appraisals for active employees.
- Managers rate goals (with weights) and provide an overall rating; employees can add self comments where enabled.
- The employee acknowledges the completed review.
- HR closes the cycle when work is finished.
Cycle status typically moves draft → open → in review → closed.
Resignation and exit
- Go to HRMS → Resignation/Exit.
- Move the resignation through the pipeline: Submitted → Under Review → Accepted → Relieved (or Rejected / Withdrawn).
- Complete the exit clearance checklist by department.
- Assigned assets are added to clearance automatically when resignation is accepted — see Track employee assets and credentials.
- Record the exit interview (date, interviewer, notes) on the resignation details page.
- Track relieved date and settlement steps your process requires.
:::warning Clearance before relieve Don’t mark someone Relieved until clearance tasks — especially returned assets — are complete. That keeps accountability and avoids orphaned equipment. :::