What this preview covers
Employee records, onboarding tasks, approvals, documents, and team assignments.
Use this page to evaluate the workflow and plan how it could fit your project. Marketplace cloning is not open yet; the steps below describe an example to review when access becomes available.
Example workflow
- Create the employee's onboarding record.
- Assign tasks and request the required approvals or documents.
- Track completion and notify the responsible team.
Before you connect it
- Use synthetic employee records during evaluation.
- Restrict access to personnel documents by role.
- Define task owners, due dates, and the document storage location.
When cloning becomes available, review the cloned workspace, confirm framework and integration compatibility, and test it with development data before using it in a live project.