Role story / HR
Follow a person through the next steps
When records, requests and joining tasks compete for attention, a connected process helps HR keep the person and the next step in view.
The story
Follow six moments from the first task to the next step.
- Scene 01
Begin with the person
Start with the employee record and check the role and current status.
- Scene 02
Find the lifecycle work
Follow the joining plan, see each task’s progress and find who is responsible for the next step.
- Scene 03
Follow the request
Open a leave request, check its dates and see where it stands.
- Scene 04
Check the learning record
Check the assigned learning pathway and see which items are required, optional or waived.
- Scene 05
Inspect what supports readiness
Where relevant, check emergency-role qualifications and appointments, including any missing information.
- Scene 06
Hand over a clear next step
Return to the plan with a clear next step and a named person to follow it through.
Make this journey work for your team.
Bring one employee journey to discovery. We will identify the hand-offs, records and responsibilities that need to connect.
Book a discovery call ↗