Client: Payroll Agency
Case Background:
The client needed a simple dashboard to manage the onboarding of new employees and automate the generation of contracts and other HR documentation for each employee.
HR Onboarding Dashboard
We designed a simple dashboard with features including:
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Quick views and filters to sort employees by onboarding status, start date, client, and missing documentation.
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Buttons for non-logged-in staff members to quickly add notes to each employee's record and update documentation.
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Calculations and views for revenue forecasting and easily viewing each client's payment schedule for outsourced employees. This could be manually updated in the dashboard for pricing changes.
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​Automatically updated status fields showing payment status, onboarding status, and missing documentation. All can be manually updated as well.
Portal & Document Generation
We built a back-end system and client portal that allowed employees to track their onboarding and upload information and documentation. This was connected to a document generation workflow that fully automated the process of creating contracts and other HR documents.
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Employees could enter their details and upload documentation into a custom form portal unique to each employee. Each entry would update their record main dashboard.
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When the employee had entered the necessary details, HR documentation would be automatically generated via custom HTML code and added to their record.
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The employee could e-sign their contract and other documentation in the portal, generated by HTML code, and then added to their record.
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Employees would receive automatic emails reminding them of missing documentation and details, as tracked by the main dashboard.
