HR, Recruiting & Employees

Lessons

Lessons

1. 1.

   HR Module Overview: What WorkBOS Handles

   A tour of every HR screen and how they connect.

   8 min
2. 2.

   Jobs: Posting a Role and Managing the Pipeline

   Job records, descriptions, publishing, and the application pipeline.

   9 min
3. 3.

   Applications: Screening and Moving Candidates

   Application review, stages, scoring, notes and rejection.

   9 min
4. 4.

   Interviews: Scheduling, Scorecards and Feedback

   Interview loops, panels, scorecards and consolidating feedback.

   9 min
5. 5.

   Offer Letters: Generate, Send and Track

   Offer templates, approval, sending and acceptance.

   8 min
6. 6.

   Employee Onboarding Checklists

   Templates, assigning a hire, documents, and tracking completion.

   9 min
7. 7.

   Employees: The Employee Record

   Profiles, contracts, documents, org chart and history.

   8 min
8. 8.

   Attendance: Clocking In, Breaks and Shifts

   Four ways to clock in - one tap, GPS, fingerprint or face - plus breaks, shifts, the attendance policy, shared tablets, and why an attendance record cannot be edited afterwards.

   4 min
9. 9.

   Leave: Requests, Approvals and Balances

   The five leave types, the three the product keeps a balance for, requesting and approving, reversing an approval, and checking who else is already off.

   4 min
10. 10.

    Payroll: Runs, Payslips and Postings

    Setting up a payroll run, reviewing, approving and posting to the ledger.

    4 min
11. 11.

    Appraisals and Performance Reviews

    Review cycles, assigning a reviewer, the four stages a review moves through, and the written record the product keeps: a manager summary and a rating out of five.

    4 min
12. 12.

    Training and Job Descriptions

    Two libraries in one screen - training documents and job descriptions - each filed by category, department and role, held as a file or a link.

    4 min