Employee Lifecycle
Go to: HR → Employee Lifecycle
Lifecycle covers the journey around employment — joining, skills, issues, training, pulse check-ins, and exit — separate from day-to-day leave/payroll.
Create Onboarding / Offboarding templates first if you use checklists.
Submodules
| Submodule | Purpose |
|---|---|
| Employee Onboarding | Run hire checklists from a template |
| Employee Offboarding | Run exit checklists from a template |
| Employee Skill Map | Record skills and proficiency |
| Complaints | Grievances and investigations |
| Training | Programs, events, feedback, results |
| Checkins | Questionnaire / pulse surveys (not attendance punches) |
1. Employee Onboarding
Go to: HR → Employee Lifecycle → Employee Onboarding
| Field | What it means |
|---|---|
| Employee | New hire |
| Template | Onboarding checklist to copy |
| Activities | Tasks with assignees and timing |
Workflow: Draft → Submitted → Completed / Cancelled
Submitting creates project tasks for assignees so work can be tracked to completion. Bulk create is available for batches.
2. Employee Offboarding
Go to: HR → Employee Lifecycle → Employee Offboarding
| Field | What it means |
|---|---|
| Employee | Departing employee |
| Template | Exit checklist |
| Offboarding Reason / Resignation details | Why they are leaving |
| Activities | Clearance and exit tasks |
Workflow: Draft → Submitted → Completed / Cancelled
Also update the employee Leaving Date / status when appropriate.
3. Employee Skill Map
Go to: HR → Employee Lifecycle → Employee Skill Map
Map employees to skills with proficiency (and allocation/evaluation date). Skill masters are approved separately; maps link employee + skill + level.
Useful for finding training gaps and matching people to roles or projects.
4. Complaints
Go to: HR → Employee Lifecycle → Complaints
Includes:
| Tile | Purpose |
|---|---|
| Grievance Types | Categories of complaints (master) |
| Employee Complaints | Actual cases |
Complaint fields typically include subject, date, raised by, against (employee / department / group), grievance type, description, investigation, and resolution.
Workflow: Draft → Open → Investigated → Resolved / Invalid
Cases can originate from HR or the employee portal.
5. Training
Go to: HR → Employee Lifecycle → Training
| Tile | Purpose |
|---|---|
| Training Program | Overall program (name, trainer, description) |
| Training Event | Scheduled session under a program with attendees |
| Training Feedback | Participant feedback after the event |
| Training Result | Grades / hours / comments per attendee |
Program status: Draft → Scheduled → Completed / Cancelled
Attendees move through Open → Invited → Completed → Feedback Submitted.
6. Checkins
Go to: HR → Employee Lifecycle → Checkins
Lifecycle Check-ins are questionnaires assigned to employees (pulse surveys), not attendance IN/OUT punches.
| Concept | What it means |
|---|---|
| Questionnaire | Title + questions |
| Assignees | Employees, expiry, answers |
Workflow: Questionnaire Draft ↔ Approved; Assignee Unfilled → Submitted / Expired
Employees may answer from the Employee Portal → Checkins.
Do not confuse Lifecycle Checkins with Shift & Attendance → Employee Check-ins (time punches).