Who We Help · HR & People Teams

Onboarding, time off and hiring without the paperwork.

Onboarding, time-off requests, recruiting and employee records in one secure Smartsheet workspace, so HR can focus on people instead of paperwork.

HR new hire onboarding checklist and time-off calendar
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Onboarding tracked in emails and spreadsheets?

We’ll show you how to automate the steps so every new hire starts ready.

Fathom meeting summary and action items flowing into a Smartsheet action tracker

The Problem We Solve

Manual HR processes slow everyone down.

PTO requests in email, onboarding checklists in spreadsheets and employee data scattered across files make it hard to stay organized and compliant.

We build secure, automated HR workflows in Smartsheet, with the right access for HR, managers and employees.

What We Build for HR

Workflows that make HR easier for everyone.

For HR teams, managers and employees.

01

Onboarding & Offboarding

Every new hire starts ready on day one

Automated checklists assign tasks to HR, IT and managers the moment an offer is signed, with reminders until every step is done.

Offboarding follows the same checklist.

Checklists

IT setup

Managers

Day one

New hire onboarding checklist

02

PTO & Time Off

Time-off requests without the email chain

Employees submit requests through a simple form, managers approve with one click and a shared calendar shows who is out.

Balances and history stay in one place.

Request form

Approvals

Calendar

Balances

Time-off request and team calendar

03

Recruiting Pipeline

Track every candidate from posting to offer

A clear pipeline shows open roles, candidates by stage and interview feedback, so hiring managers and HR are on the same page.

Dashboards show time-to-hire and where candidates stall.

Open roles

Stages

Feedback

Time-to-hire

Recruiting pipeline board

04

Secure Employee Data

Sensitive data with the right access

We set up permissions and sharing so each person sees only what they should, and keep an audit trail of changes.

Built with your security and compliance requirements in mind.

Permissions

Sharing

Audit trail

Governance

Employee records with role-based access
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Rolling Smartsheet out to managers?

Role-based training helps managers and employees use HR workflows with confidence.

Client Perspective

What our clients say.

Real feedback from teams we have worked with.

How We Work

A clear, collaborative process.

01

Discover

Understand the current workflow, the people involved and the goals for the solution.

02

Design

Plan how the sheets, data and screens will work before the build.

03

Build & Test

Build the solution and test it against real scenarios with your team.

04

Launch & Hand Off

Go live with documentation, training and a clear plan for support.

Next Step

Let’s make HR work easier.

Tell us which people processes take the most time. We’ll help you automate them.