HR forms and employment documents

Coordinate HR forms, agreements, letters and signatures. Keep employment document requests and reviews connected to employee records.

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When to use it

A practical example for your team

An employee completes a requested form, HR reviews the response and prepares the relevant employment document through the configured workflow.

Illustrative workflow. Your setup, access and enabled features determine the available steps.

See how People and HR fits together

How hr forms and employment documents works

1
Request the information
Use an HR form or document workflow for the employment process at hand. Keep the request associated with the employee who needs to respond.
2
Review and prepare
Review submitted information and prepare the appropriate agreement or letter. Supported approval steps keep the responsible reviewer in the process.
3
Follow completion
Track the document or signature step through its current state. Employees can find their assigned forms and employment records through My HR when enabled.

Related People and HR features

HR approval delegation

Delegate HR approval authority for a defined workflow and period. Review active delegations in HR Settings before relying on a backup approver.

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Employee directory and records

Manage employee profiles and organization records in MantraWorx HRMS. Keep people information available to the roles responsible for maintaining it.

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Recruitment and interview management

Manage hiring requisitions, candidates and interviews in one HR workflow. Keep the hiring team's context with the candidate pipeline.

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Offer preparation and approvals

Prepare employment offers with version history and approval steps. Keep the reviewed offer connected to the candidate and joining process.

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Employee onboarding

Coordinate joining tasks, employee details and onboarding progress. Give HR and new joiners a shared view of what needs to happen next.

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HR policy acknowledgements

Publish HR policies and follow employee acknowledgements. Connect policy communication to the employee's My HR workspace.

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Employee exits and offboarding

Manage resignation reviews, offboarding and clearance work. Keep the employee exit process connected to HR and final settlement responsibilities.

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Conduct cases

Record a conduct concern as a case, hear the employee before deciding and keep the outcome with the case. Show cause notices and warning letters come from the case.

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What to prepare for a walkthrough

Bring your hiring stages, joining checklist, employee document needs and approval responsibilities. Confirm any local employment requirements with your own people team.

Bring an example of this process and the people who need to participate. We can confirm the relevant plan, access and configuration.

Make hr forms and employment documents work for your team.

Tell us what you need to achieve. Your enquiry will include this feature so the conversation starts with the right context.