Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Assemble each accepted hire's packet and flag missing paperwork.
Your new hire packet comes back as a PDF in your private HR chat, with a checklist that shows which pages are ready and what you still need.
Draft new hire packets from manager notes and flag missing details.
Get a new hire packet draft in your manager chat, using the materials you choose and flagging first-day details to confirm.
Fill hire packets and flag missing instructions for review.
Get a new hire packet draft from your template and current instructions. Your HR team sees open questions before sending it.
Prepare first-day agendas and form links for accepted hires.
Your new hire orientation packet is ready to review in the onboarding chat, with first-day details and form links matched to the hire.
Send welcome packets and flag forms new hires still need to sign.
Your new hires get their welcome packet and first-day details in chat. Your HR team gets posting confirmation and a list of forms awaiting signatures.
Select approved files for each hire and list missing paperwork.
Get a private packet folder when files are available, plus a task showing any gaps to fix before you share it.
File each hire's packet and receive a private delivery checklist.
Your new hire gets welcome, benefits, and setup documents matched to their details. HR gets a private record of delivery and signatures needed.
Send approved employment agreements to new hires.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
File a private delivery report with forms needing signatures.
Your new hire gets their online packet, and HR gets a private report showing what went out and which forms need signatures.
Check offer signers before sending approved agreements for signature.
Your offer agreements reach the employer and candidate in your chosen order, with a link for your hiring coordinator to follow.
Prepare incident drafts for a personnel reviewer from submitted accounts.
Get an employee incident report that keeps conflicting accounts clear. Your personnel reviewer gets a provisional draft to examine.
File both signed agreements and signing proof in employee folders.
Your signed staff agreements stay with their signing proof in the right employee folder. Your people team gets both file locations by email.