People Operations and HR Process Guides

Onboarding and offboarding checklists, policy sign-off, renewals nobody owns, and running the whole function when the team is you.

17 guides

leave managementcompliance

Mixed UoP and B2B Teams: Five Places Your HR Tool Blurs the Line

How software houses with employees and B2B contractors keep leave, hours, payroll exports and ISO 27001 policies in one workspace without blurring contracts.

leave managementapprovals

Named Cover: Why 'Someone Will Cover' Is Not a Name

'The team will pick it up' is not a colleague who agreed. Named cover is a person on the request, not the same as handing your approval queue to a deputy.

core HRpeople operations

Getting Off the People Spreadsheet Without Losing What Made It Good

The team sheet survives because you can add a column in four seconds. Here's the part worth keeping, the three ways it fails, and what to move first.

leave managementsick leave

Sick Leave Is a Process, Not a Request

Approving an illness that already happened is theatre. What sick leave needs instead: a manager who gets told, a note nobody browses, room for late reports.

HR processeschecklists

Probation, Renewals, Expiries: The Deadlines Nobody Owns

Probation ends, permits expire, training lapses. These dates are set months ahead and owned by no one, which is why calendar reminders keep losing them.

leave managementpayroll

Exporting Absence Data to Payroll: Why Mapped CSVs Win

Why mapped CSV exports beat payroll integrations when an outside accounting office runs payroll, plus how to handle month-boundary traps without error.

performancemanagement

Performance Reviews Are Broken: Here is a Simple Alternative

Performance reviews fail because one meeting does three jobs: pay, feedback, and legal cover. How to split them, plus a two-question check-in template.

complianceEU

EU Pay Transparency Directive: What Small Companies Must Do

EU pay transparency decoded for small companies: the duties that hit every employer now, the reporting that phases in by size, and what to collect today.

leave culturemanagement

Your Team Isn't Taking Vacation. That's a Management Problem

Untaken vacation is a management problem, not employee diligence. The four structural causes, the fixes that actually work, and a script for the talk.

HR operationspeople operations

The HR Department of One: A Survival Guide

The honest job description, the four fires you never wing, and a month-by-month annual calendar for the person running HR alone, usually next to another job.

AIagents

Routing HR Questions Through an AI Assistant: What Broke

We routed our HR questions through an AI assistant wired to our own system. What worked, the five ways it broke, and what stays human.

leave managementapprovals

Designing a Fast Leave Approval Workflow Without Bottlenecks

Who decides, what can push back, and who covers the work: a practical design for leave approval chains, plus the latency cost of every extra approver.

offboardingchecklists

The Complete Employee Offboarding Checklist & Legal Guide

A phase-by-phase offboarding checklist with owners and due dates, the timing trap that strands handover work, and what to keep versus erase.

onboardingchecklists

Employee Onboarding Checklist for Growing Teams

A phase-by-phase employee onboarding checklist, the three mistakes that quietly kill most checklists, and the parts a good tool should run for you.

compliancedocuments

How to Roll Out Company Policies & Track Employee Sign-Off

What a solid acknowledgment record contains, what it is not legally, and how to roll out a policy without a spreadsheet and three weeks of chasing.

leave managementPTO

PTO Accrual Explained: Grants, Proration & Carryover

How PTO accrual really works: annual vs. monthly grants, proration for joiners and part-timers, carryover caps, and why two correct methods disagree.

absence managementHR metrics

The Bradford Factor: Formula, Calculation & When to Use It

The Bradford factor turns absence history into one score that weights frequent short absences heavily. The formula, worked examples, and where it goes wrong.