Technology
Getting day one ready
Before a new starter arrives, account creation, device preparation and access steps distribute to the right teams, so nothing is missing on the first day.
Onboarding and offboarding should not rely on memory
Joiner, leaver, audit and periodic check lists are defined as templates and their steps are assigned automatically. Who closed what and when stays on the list.
What this runs on today
- Personal to-do lists
- reminder emails
- paper checklists
Task management
It all comes together in one module.
Entered from the same screen, tracked from the same place.
Why it is needed
What happens without this module
The three situations we run into most often. If one of them sounds familiar, we have something to talk about.
- 01
Steps get skipped
Which document was collected and which training was given during onboarding varies from person to person.
- 02
Ownership is unclear
Accounts sit with IT, equipment with facilities, the contract with HR. Who is waiting on whom gets discussed every time.
- 03
Delays surface late
An unfinished step is noticed only when it causes a problem; nobody sees the blockage while the process is running.
What it does
What the module covers
Every item is a real screen or flow in the product; we walk through them one by one in the demo.
Checklist templates
Ready step sets are defined for onboarding, offboarding, promotion, audit and periodic checks.
Automatic assignment
Each step lands with its owning role, so the task keeps reaching the right role even when the person changes.
Deadlines and dependencies
Target dates and the order of steps are defined; the next step does not open until the previous one closes.
Closing on mobile
Tasks are closed from the phone, with any required document or photograph attached on the same screen.
Conversation on the task
Notes and attachments collect under the task instead of scattering across an email thread.
Completion tracking
Open, overdue and completed steps are visible per process, so it is clear which role the bottleneck sits with.
How it works
The cycle in four steps
Once it is set up, every period runs in the same order, and most of the steps happen on their own.
- Step 01
The template is built
The steps, owning roles and target times of the process are defined once.
- Step 02
The process starts
When an event such as a new hire occurs, the tasks open and distribute themselves.
- Step 03
Steps are closed
Owners close their tasks on mobile and upload any required attachment.
- Step 04
The process closes
Once every step is complete the process closes, and the record is kept for audit.
Data flow
A link in the chain, not an island
The same data is entered once. What this module takes in and produces is below — you do no extra work to move data between modules.
Neyden beslenir
- Recruitment (ATS)The onboarding trigger
- Employee recordsPerson, position and location
- Org chartOwning roles
Task management
Takes the data in once and shares the same record with the other modules.
Neyi besler
- Asset trackingHandover and return steps
- TrainingMandatory training assignments
- ReportingCompletion and delay figures
In the field
How it is used, and under what constraints
Not promises with numbers, but real setups. Let us go into the one closest to yours in the demo.
- Manufacturing
Periodic safety checks
Monthly site checks open from a template. Steps are closed with photographs, and the record is used at inspection.
- Retail
Offboarding at a branch
Till handover, keys and asset returns run off the list; the exit does not close while any step is open.
FAQ
Frequently asked about Task management
To a role by default, so the template does not need updating when the person changes and the task still reaches the right owner. Assignment to a named person is possible where you need it.
Usually set up alongside this one
Requests and approvalsTeams running approvals over email who cannot see where a request is stuck
Asset trackingCompanies issuing equipment to field teams, running a vehicle fleet or holding a large device estate
ProceduresCompanies subject to ISO and similar standards, facing audits, across multiple sites
What we have written on this
Let’s see the Task management module with your own data
A demo is not a presentation: we build your scenario and run it on screen. You leave with a written proposal covering scope and timeline.