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HCM Lifecycle Wizards

Orchestrate involved multi-step processes with powerfully configurable Wizards for step-by-step guidance from onboarding, transfers, offboarding, and everything in between.

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Feature Capabilities 2 (1)
Feature Capabilities 1 (1)
Feature Capabilities 4 (1)
Feature Capabilities 3 (1)

Capabilities

HCM Wizard features include:

Feature capabilities 1 (1)

Your Definitive HCM Guide

Introduce certainty, compliance and efficiency for repeatable and infrequent HR processes alike, through User-Defined Instructions, Hover Text, HTML Editor, Images, Video Guides and AI- assisted Help-Text through every step of any HR process.

Feature capabilities 2 (1)

Multi-Step Process Support

Connect HR actions, fields, and approvals to discrete process steps (requisition/initiation, info entry, verification, approval, etc.) routed to the responsible individual by policy/position/job, and streamline cross-departmental actions and multi-level approvals.

Feature capabilities 3 (1)

Accountability

Provide HR leadership with visibility to see the exact step and progress of each HR Process Wizard. Identify bottlenecks, automate and accelerate daily admin tasks, and keep mission critical activities moving forward with speed, accuracy and accountability.

Feature capabilities 4 (1)

Field-Level Control

Surface (or hide) any field from your HR system within a specific Wizard Step (including quick-add/no-code custom fields); so that each participant in a Wizard Process has the info they need immediately, and never waste time navigating around.

Feature capabilities 5 (1)

Effective Planning

Catch-up and get ahead of your ToDos, facilitate re-organizations and assist strategic planning with an effective-dated framework (to past or future-date any transaction), so you can always pause, save, revisit and complete any HR Process Wizard anytime, with the results committed as of any date that you choose.

Feature capabilities 6 (1)

Notifications

Set notifications and friendly reminders to complete open Wizard steps, tasks and approvals. Let employees pick their preferred communication channel and surface notifications wherever employees are, including through Teams chat, Outlook Task/Email, Text message and in-system notifications.

Lifecycle Process Wizards Include:

Hire
Onboard
Transfer
Change Compensation
Re-organization
Update Employee Information
Terminate
Offboard
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Confident Navigation Through Every HR Process

Take the guesswork out of HR workflows. Our HCM Wizards guide users through complex or unfamiliar tasks with clarity, consistency, and built-in help—ensuring nothing falls through the cracks.

AI-assisted help and visuals drive self-sufficiency for all users
Hover text and custom instructions reduce training time and errors
Wizards adapt to infrequent or high-stakes processes like re-orgs or compliance changes
Consistent experiences ensure policy alignment across departments

Set-up Every Step with Field-Level Precision

No two processes—or teams—are the same. HCM Lifecycle Wizards let you tailor what each participant sees and does, with total control over visibility and access.

Show or hide fields dynamically based on job, step, or policy
Create custom inputs without IT support or code
Ensure participants only see the info relevant to them
Reduce back-and-forth by surfacing the right data at the right moment
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HCM lifestyle wizards

Move from Bottlenecks to Breakthroughs

Gain full transparency into every step of your HR processes and resolve hold-ups before they become headaches.

%
faster process completion times across complex HR tasks
%
fewer manual escalations due to automatic routing and accountability paths

“We finally have visibility into where things stand and who needs to take action. Our HR operations have never moved faster.”

Director of People Operations, Global Manufacturing Firm

Frequently Asked Questions

HCM Lifecycle Wizards guide users through complex HR processes—like onboarding, transfers, and terminations—with step-by-step workflows.

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