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.
Onboarding tracked in emails and spreadsheets?
We’ll show you how to automate the steps so every new hire starts ready.
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
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
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
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
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.