Talent
Overview
The Talent module covers the full employee lifecycle from recruitment through to offboarding. It includes a recruitment pipeline with job openings and applicant tracking, an employee onboarding wizard, asset inventory management, and an offboarding/exit process.
Accessing Talent
Navigate to HR > Talent in the sidebar. The dropdown contains:
- Recruitment
- Onboarding
- Asset Inventory
- Offboarding
- Settings
Recruitment
Overview
The recruitment system manages job openings, applicant tracking, interview scheduling, and the hiring pipeline.
Accessing Recruitment
Navigate to HR > Talent > Recruitment. You will land on the active jobs view by default.
Job Openings Tabs
| Tab | Description |
|---|---|
| Active | Currently open positions |
| Closed | Filled or closed positions |
| Draft | Positions not yet published |
Job Openings List
| Column | Description |
|---|---|
| Job Title | Name of the position |
| Department | Hiring department |
| Status | Active, Closed, or Draft |
| Applicants | Number of applications received |
| Created Date | When the opening was created |
| Actions | View, Edit, Close, Delete |
Creating a Job Opening
- Click Create Job Opening.
- Open the job creation form.
Job Opening Form Sections
Job Details:
| Field | Description |
|---|---|
| Title | Job title |
| Department | Hiring department |
| Location | Work location |
| Employment Type | Full-time, part-time, contract, etc. |
| Salary Range | Compensation range |
| Description | Full job description |
| Requirements | Required qualifications |
Hiring Flow: Define the stages applicants move through (e.g., Applied, Phone Screen, Interview, Offer, Hired).
Application Form Fields: Configure which fields appear on the candidate application form.
Candidate Fields: Define custom fields for tracking candidate information.
Automations: Set up automatic actions at different hiring stages.
Filters: Configure screening criteria for applications.
Editing a Job Opening
Open the job opening and choose edit to modify it.
Job Opening Detail Page
Open a job opening to see its detail page, which contains:
| Tab | Description |
|---|---|
| Applicants | All applications for this position |
| Stages | Kanban view of applicants by hiring stage |
| Rejected | Rejected applicants |
| Accepted | Accepted/hired applicants |
Applicant Management
Open an applicant to view their details:
| Tab | Description |
|---|---|
| Details | Application information and profile |
| Assessment | Evaluation scores and notes |
| Comments | Internal team comments |
| Communication | Email and message history |
| Review | Final review and decision |
Applicant Actions
| Action | Description |
|---|---|
| Move Stage | Advance or change the applicant's hiring stage |
| Schedule Interview | Set up an interview with interviewers |
| Send Assessment | Deliver an assessment/test to the applicant |
| Send Email | Communicate with the applicant |
| Send Offer | Issue an offer letter/contract |
| Reject | Reject the application with reason |
| Tag | Add tags for categorisation |
| Download CV | Download the applicant's CV/resume |
| Download Contract | Download the offer letter contract |
Onboarding
Overview
The onboarding module guides new employees through a structured process from invitation to full integration.
Accessing Onboarding
Navigate to HR > Talent > Onboarding.
Onboarding Employee List
Displays all employees in the onboarding pipeline with status tracking via a data table.
Adding an Employee to Onboarding
- Click Add Employee.
- Fill in the employee details in the slide panel.
- The employee receives an invitation and begins the onboarding flow.
Onboarding Wizard
The onboarding wizard guides each employee through configurable steps:
| Step | Description |
|---|---|
| Personal Info | Basic personal details |
| Hardware Assignment | Assign equipment and devices |
| Software Assignment | Assign software licenses and accounts |
| Asset Assignment | Assign company assets |
Form Configuration
Navigate to HR > Talent > Onboarding > Form Configuration to customise which fields and steps appear in the onboarding wizard.
Asset Inventory
Overview
Track company assets (hardware, software, equipment) and their assignment to employees.
Accessing Asset Inventory
Navigate to HR > Talent > Asset Inventory.
Asset List
The asset inventory page displays all company assets with search and filtering:
| Filter | Options |
|---|---|
| Type | Filter by asset type (hardware, software, etc.) |
| Status | Filter by status (available, assigned, retired, etc.) |
| Brand | Filter by manufacturer/brand |
Asset Fields
| Field | Description |
|---|---|
| Name | Asset name |
| Type | Asset category |
| Brand | Manufacturer |
| Model | Model number |
| Serial Number | Unique serial identifier |
| Colour | Asset colour |
| Description | Additional details |
| Purchase Price | Acquisition cost |
| Purchase Date | Date purchased |
| Warranty Expiry | End of warranty period |
| Status | Available, Assigned, In Repair, Retired |
Asset Actions
| Action | Description |
|---|---|
| Create Asset | Add a new asset to inventory |
| Edit Asset | Modify asset details |
| Delete Asset | Remove an asset |
| Assign to Employee | Link an asset to an employee |
| Manage Asset Types | Create/edit asset type categories |
Offboarding (Exits)
Overview
The offboarding module manages the employee separation process for both terminations and resignations.
Accessing Offboarding
Navigate to HR > Talent > Offboarding.
Exit Types
| Type | Description |
|---|---|
| Termination | Company-initiated separation |
| Resignation | Employee-initiated separation |
Initiating a Separation
- Click Begin Separation.
- Select the separation type (Termination or Resignation).
- Fill in the separation form:
| Field | Required | Description |
|---|---|---|
| Employee | Yes | Select the departing employee |
| Termination Date | Yes | Effective date of separation |
| Last Work Date | Yes | Employee's final working day |
| CC | No | Additional recipients for notifications |
- Click Save to create the exit record.
Exit Process
Once initiated, the exit goes through a multi-step process:
| Step | Description |
|---|---|
| Resignation/Termination Letter | Generate and review the formal letter |
| Handover | Document knowledge transfer and handover tasks |
| Exit Interview | Conduct and record the exit interview |
Exit Statuses
| Status | Description |
|---|---|
| Pending | Separation initiated, process not started |
| In Progress | Steps are being completed |
| Completed | All steps finished, employee separated |
Talent Settings
Navigate to HR > Talent > Settings.
Configure global talent management settings including default hiring flows, onboarding templates, and exit process configurations.