From Job Requisition to active employee

Choose a flow

Situation

You need to hire and onboard someone.

Recommendation

Approve Job Requisition → Opening → Hire (pre_onboarding) → checklist → probation approval → active.

Why

Each step has a gate: the requisition workflow, the onboarding-required flag that blocks activation until the checklist is done, probation approval to active.

Steps

1. Submit the Job Requisition via job_requisition_approval.
2. Open the Opening after approval.
3. Hire the candidate → Employee pre_onboarding.
4. Complete the onboarding checklist (work_email email if no User yet).
5. Approve probation → active.

Avoid

• Create an active Employee skipping onboarding.

Roles & permissions

HR; hiring manager.

Related

• New employee cannot use self-service
• Hr
• Playbook: HR and payroll: hire to payslip