From catalog to day one
- Deploy the package and run Complete Setup.
- Maintain departments, locations, job profiles, task templates, and policies.
- Create the worker. The hub assigns the worker number.
- Open a joiner event and apply the task template.
- Collect the right-to-work document, policy acknowledgements, and training completions.
- Clear blocking tasks and obtain the required approval from a named reviewer.
- Complete the joiner event. The worker can move to Active when the readiness gates are clear.
When someone leaves
Open a leaver event. Terminated is available only after the exit interview, access revocation, and equipment return are recorded. A named person confirms the status change, and the audit log records the write.