Every step of the protocol, clearly owned. Joining, leaving, birthdays and work anniversaries, each on steps you set yourself.
Example. Names and figures are made up.
From a new face to a finished protocol.
Each step has an owner and a due date.
A new hire gets a record
Their start date is what the due dates count from.
A banner offers their protocol
You start it from a template. Nothing starts by itself.
The board shows where it stands
Done, overdue and owners to check, per person.
One way to run every date that matters.
Start a protocol by hand, or let a birthday or work anniversary start it.
- Joining and leaving
- From the start date, and from the last day.
- Birthdays
- A few questions for the person, then the cake and the card, each with an owner.
- Work anniversaries
- Every year, or only at 1, 5, 10, 15 and 20 years.
Nobody's birthday slips by again.
Turn them on once. Every date starts its own protocol.
- Ask first: the person answers a few questions, and the planner sees the answers.
- The rest stays a surprise: the person sees only their own step.
- Weekends and leave handled: a Saturday moves to Friday.
- On for everyone: HR can turn it off for one person on their profile.
- Day and month only: colleagues never see the year or an age.
Build the template once, start it for anyone.
Steps, owners and due dates live in the template.
- Three kinds of step: tick, upload or questionnaire.
- Owners set in advance, or chosen when you start.
- Due dates count from the start date, even days before it.
- Starts by hand or on its own, on a birthday or work anniversary.
No step is left without an owner.
If nobody can take a step, HR gets it.
- It falls to HR
- With no login or no manager set, HR takes the step.
- Submitted for review
- Handed-in work is locked until HR accepts it or sends it back.
- Skipped with a reason
- It does not block the protocol, and the reason stays.
When the start date moves, the due dates follow.
Nothing shifts until you confirm.
- You see what changed
- A banner shows the old and new start date.
- You confirm
- Open steps move by the same days, done ones stay. Undo is one click.
- A leaver closes the protocol
- When someone leaves, their protocol stops and open tasks close.