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HCM Lifecycle Wizards

Step-by-step process guides streamline the most involved multi-step processes: from onboarding, transitions, offboarding and everything in between.

feature capabilities

HCM Lifecycle Wizards capabilities

Personal HCM Guide

Introduce certainty, compliance and efficiency for repeatable and infrequent HR processes alike, through User-Defined Instructions, Hover Text, HTML Editor, Images, Video Guides and AI- assisted Help-Text through every step of any HR process.

Multi-Step Support

Connect HR actions, fields, and approvals to discrete process steps (requisition/initiation, info entry, verification, approval, etc.) routed to the responsible individual by policy/position/job, and streamline cross-departmental actions and multi-level approvals.

Accountability

Provide HR leadership with visibility to see the exact step and progress of each HR Process Wizard. Identify bottlenecks, automate and accelerate daily admin tasks, and keep mission critical activities moving forward with speed, accuracy and accountability.

Field-Level Control

Surface (or hide) any field from your HR system within a specific Wizard Step (including quick-add/no-code custom fields); so that each participant in a Wizard Process has the info they need immediately, and never waste time navigating around.

Effective Planning

Catch-up and get ahead of your ToDos, facilitate re-organizations and assist strategic planning with an effective-dated framework (to past or future-date any transaction), so you can always pause, save, revisit and complete any HR Process Wizard anytime, with the results committed as of any date that you choose.

Notification

Meet employees where they are and route notifications and reminders to complete open Wizard steps, tasks and approvals through whichever channel employes prefer: including through Teams chat, Outlook Task/Email, Text message and in-system notification.