Keep employee details and joining tasks organised.
The full OS gives authorised people a place to manage employee information, documents and tasks for new starters. Keep the people you employ separate from the applicants you are considering.
A new colleague should not have to provide the same details to several teams. The right people need access, while private employee information stays restricted.
01
Keep employee records
Store the role, team, manager, start date and key details for each person in the people workspace.
02
Organise joining tasks
Assign the documents and tasks needed before a new starter arrives. See who is responsible and what is still outstanding.
03
Control sensitive information
Set up access around the people who need each type of employee information. Treat private documents differently from general team details.
04
Manage changes and leaving
Keep responsibility changes and leaving tasks organised. Include account and access reviews in the handover.
A PRACTICAL EXAMPLE
From an accepted offer to a prepared first week.
Your team can welcome a colleague without rebuilding their information from scratch.
Prepare the employee record
Add Taylor's role, manager and start date.
Assign joining tasks
Ask the right people to arrange documents and equipment.
Bring your starter checklist and access requirements. We will help you set up employee records and joining tasks around your team.
Does every employee need a paid user login?
No. Employee records are unlimited. Staff who only view their own details are free. People who log in to do work count as users. See our pricing page for details.
What can we manage for new starters?
Keep employee details, documents and joining tasks together. Give each task an owner and check what is still outstanding.
Vitae
Vitae OSWorkflow exampleNS