Nothing is forgotten
The arrival template lists everything: admin, equipment, access, training, documents, contract. Each task has an owner, office manager, manager or employee, and a deadline set from the arrival date.
One template per journey type, tasks with an owner and a deadline, documents to provide and the contract signed from the employee's workspace. The newcomer goes through a welcome area until they sign, the departure runs through to archiving.
The arrival template lists everything: admin, equipment, access, training, documents, contract. Each task has an owner, office manager, manager or employee, and a deadline set from the arrival date.
From their welcome area, without a password, they upload their documents, read their contract and sign it. Their full workspace opens as soon as the contract is signed.
The departure journey runs through equipment return, access revocation and archiving. The departed employee keeps their vault, read-only.
From the employee record, you pick "New arrival" and the arrival date. The journey starts from the template, with deadlines computed from day 0.
The office manager, the manager and the employee each have their tasks. Overdue ones are flagged, a reminder can be sent, and the history keeps who did what.
You upload the contract (PDF or Word), the employee reads it from their welcome area, ticks "I have read and accept" and signs. Full access opens right away.
When the time comes, the departure journey starts: equipment, access, documents, then archiving of the employee. Their payslips and documents stay accessible read-only.
Uploaded documents join the record's sealed documents, the signed contract too. The org chart provides the manager, the employee workspace provides the access. The module orchestrates, the core keeps.
what we get asked before switching the module on.
No. On activation, the assistant offers two default journeys, one for arrivals and one for departures, with tasks already split by category, owner and deadline. You adjust them once, and every new journey starts from that template.
The reduced workspace a newcomer sees before signing: their tasks, the documents to upload and the contract to read. Once the contract is signed, the full workspace opens, with the company's active modules. An employee already in place is imported without going through it.
You upload the contract to the journey, as PDF or Word. The employee reads it from their workspace, ticks "I have read and accept my employment contract" and clicks "Sign my contract". The signature is timestamped in the journey history and the contract joins their sealed documents.
Those you define in the template: ID document, bank details, proof of address, certificate, diploma. Each "document to provide" task expects a document category, the employee uploads it from their workspace and it is sealed in their vault.
The departure journey lists what needs doing: equipment return, access revocation, end-of-contract documents. At the end, the employee is archived: they leave the team but keep read-only access to their payslips and documents.
You add them as "Already in place": they are imported directly, with no journey or welcome area. The arrival journey only concerns newcomers.
14-day full trial, no card. The module is included in the price, with the six others.