People Lifecycle & Employee Compliance
Configure document checklists, sequential resignations, ethics courses and company policies.
Open interactive lesson and quizWhat you will learn
- Configure targeted document and learning requirements
- Follow manager, HR manager and founder resignation approvals
- Publish policies and employee portal pages
HR needs one private employee portal for onboarding, learning, company documents and a controlled exit.
Lesson 1
Requirements follow the employee record
People management permissions allow authorized HR employees to configure onboarding and offboarding document requirements by department. A new checklist snapshots its requirements. Employees upload privately, and authorized HR reviews each required file before completing the checklist. Employees can also request company documents. HR can upload a response and send an email notification that links to the private portal.
Lesson 2
Three recorded resignation approvals
The reporting manager comes from Directory; the resignation HR manager and founder approver are selected in Lifecycle settings. Submission snapshots these approvers. The manager approves first, then the HR manager, then the founder. Only the assigned current approver can decide. Final approval opens offboarding and marks the employee Resigned. Completing the offboarding checklist on or after the confirmed last working day ends staff access and disables a linked BU account.
Lesson 3
Learning, policies and career records
Courses can target departments and career levels, require a quiz pass mark and use a fixed due date or days after joining. Policy acknowledgements and course attempts are recorded against their content version. HR reviews due and completed assignments in the register. Employees maintain skills, previous experience and certifications; a résumé PDF includes their current shared employment record. Published portal pages add audience-controlled headings, text and links to employee navigation.
Practice · Prepare the employee lifecycle
- Configure a required onboarding document, an HR resignation approver and a founder approver
- Create a mandatory ethics course for a department and career level with a due date and knowledge check
- Publish a company policy and a custom employee page, then inspect the scoped assignment register