Getting Started
Follow work across product areas
Trace employee joining, project delivery and attendance-to-payroll handoffs.
ExplanationFor managers, hr and operations teamsContent reviewed
On this page
Joining an employee#
| Handoff | Responsible participants | What to check |
|---|---|---|
| Hiring decision to joining preparation | Hiring team and HR | The selected candidate, offer context and remaining joining requirements. |
| Joining preparation to everyday work | HR, employee and manager | Employee information, assigned responsibilities and outstanding onboarding work. |
| Employee information to payroll readiness | Employee and authorized payroll staff | Pay inputs, bank verification and applicable tax information. |
Use Onboarding and Bank and payroll changes. Completing an HR checklist does not by itself prove that payroll inputs are ready.
Project delivery#
Start with the project scope. Use stories and acceptance criteria where enabled, then create tasks with owners and enough context to begin. Bring eligible work into the sprint when the team uses sprint planning.
At a handoff, check the saved work item: its owner, current state, remaining requirements and linked decisions. A meeting discussion does not update the work record by itself. Start with Create and assign a task.
Attendance to payroll#
- Employees and reviewers resolve attendance and leave questions for the period.
- Payroll preparers review employee selection and pay inputs.
- Preparers compute the run and resolve readiness issues.
- Authorized reviewers approve eligible results.
- Payment operators instruct payments and record the payment evidence.
- The responsible team completes reconciliation and closure.
This is a responsibility map. For the actual controls and state checks, use Payroll runs. Do not treat a time review, a computed result, an approval and a completed payment as the same event.
Knowledge and decisions#
Keep the explanation for a decision with its relevant task, request or document. Use document review when an author needs a formal review. Use WorxAI to locate context, then verify the original record.
Check each handoff#
The receiving person should know the record, the outstanding action, the authorized owner and what completion will look like. If those are unclear, resolve them before advancing the workflow.
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