What records should HR review when someone leaves?
Guided onboarding journeys, shift rosters and to-do lists support joining, while lifecycle records cover milestones such as transfers and resignations. Identify the employee record and the responsibilities that need closing or reassignment.
Which example should we bring to the first conversation?
An employee lifecycle change requiring an agreed handover. Confirm the agreed exit scope without assuming every external access is automatically removed. Use a representative example and keep confidential records out of the initial enquiry.
What should the responsible team check?
Identify the employee record and the responsibilities that need closing or reassignment. Confirm the agreed exit scope without assuming every external access is automatically removed. Agree who reviews the record before another colleague continues the task.
How is the proposed scope priced?
Request a quote based on your team size and the HR workflows required. Scope the selected modules, record preparation and rollout support before agreeing the setup. Ask the proposal to identify the selected scope, preparation responsibilities and any work that requires separate confirmation.
What should we agree before introducing the setup?
Review the opening employee records and who should maintain them. Establish the manager and HR responsibilities for the selected workflow. Agree who will own the initial setup, who reviews the first example and what questions must be resolved before the wider introduction.