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Hire to retire: recruitment, onboarding, attendance, leave and exit

Recruit through the careers portal, hire and onboard, manage attendance, shifts and leave, run appraisals, and handle resignations.

BSuit ERPBusiness processHuman Resources4 min read8 sections
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Process at a glance

  1. Requisition and postingHiring manager / HRApproved requisition; published job posting.
  2. Candidates applyCandidate (careers site)Application received with résumé.
  3. Interview and offerHR / interviewersOffer sent, accepted by the candidate.
  4. Create employee and onboardHREmployee linked to a user; onboarding tasks.
  5. Attendance and leaveEmployee / managerDaily attendance and approved leave.
  6. AppraisalEmployee / managerSelf and manager review finalised.
  7. ExitEmployee / HRResignation accepted; exit checklist completed.

#Before you start

  1. Departments, designations and shifts.
  2. Each employee record linked to the person’s user account — every self-service feature (attendance, leave, payslips, expenses) needs this link. BSuit links automatically where the email matches exactly.
  3. Attendance geofences for sites where people check in by phone.
  4. Leave types and the LEAVE-REQ approval workflow (seeded).
  5. The careers portal feature switched on if you recruit externally.

#1. Requisition and job posting

  1. Create a Job requisition and Submit it (JOB-REQ workflow).
  2. Approve it (or reject). A posting linked to a requisition needs the requisition approved.
  3. Create the Job posting. It shows on the careers site when it is published, active and before its closing date.

#2. Applications, interviews and offers

  1. Candidates apply on the careers site with a PDF or Word résumé (up to 5 MB, virus-scanned) and must accept the data-processing notice.
  2. Move applications through stages in Candidate applications or the board: Applied, Screening, Shortlisted, Interview, Assessment, Offer, Hired, Rejected, Withdrawn.
  3. Schedule interviews (Interview schedules); candidates pick a slot. Record feedback and scorecards.
  4. Create the Offer letter, Generate the letter (it is attached to the candidate), then set the status to Sent — candidates cannot see Draft offers.
  5. The candidate accepts or declines on the careers site; expired offers cannot be accepted.

#3. Hire and onboard

  1. Create the employee in Employees (department, designation, joining date, salary, manager) and link their user account.
  2. Create onboarding tasks in Onboarding checklists: IT accounts (day 0), documents (+3 days), statutory and benefits enrolment (+7), orientation and buddy (+1), workspace (day 0), induction training (+14).

#4. Attendance and shifts

  1. Employees check in and out on the phone app or at My attendance; location and accuracy are recorded.
  2. Inside an active geofence the day is Present; otherwise, or with poor GPS accuracy, it is Pending review for the manager.
  3. Supervisors can record attendance for their team in bulk (up to 500 people): Present, Absent, Half day, Late, On leave, Site duty, Training.
  4. Plan shifts in Shift roster (up to 90 days at a time).

#5. Leave

  1. The employee requests leave in My leave (web or phone).
  2. The manager approves in My approvals or Team leave.
  3. On approval the request is Approved (approver and time recorded); on rejection the reason is kept.
  4. Leave balances are calculated by BSuit from each leave type’s accrual and carry-forward rules; there is no separate balances screen, so HR confirms a balance on request.

#6. Performance

  1. Open a cycle in Performance cycles and set goals (Goals).
  2. Employee completes the self-review; the self section locks when the manager starts.
  3. Manager review follows (only after self-review is submitted), then HR finalises. A finalised appraisal needs HR to reopen it.

#7. Resignation and exit

  1. The employee submits a resignation in My resignation with a reason and a future last day. They can retract it while open.
  2. HR accepts or rejects it. Accepting creates the exit checklist from the template.
  3. HR ticks checklist items; when all are done the resignation is completed.
  4. Record the final settlement in Final settlements.

About this guide

Status
Partially reviewed
Application
BSuit ERP
Audience
HR officers, hiring managers, line managers and employees
Owner
BSuit documentation team
Reviewer
Editorial review pending
Last verified
2026-09-25
Checked against
cb3691bbf
Seen on a running system
Not yet
Help version
2026.0.0-preview
Guide ID
erp:article/guide/hire-to-retire

Known limits: Written from a line-by-line read of the implementation (every statement traced to source). Not yet walked through end to end by a trainer on a running system.

Related guides

Payroll: running, approving, posting and releasing payslipsSet up salary structures and country packs, run payroll for a month, get it approved and posted to the ledger, and release payslips to employees.Travel and expenses: claims, approval and reimbursementCapture expenses with receipts, approve reports, mark them paid and post them to the ledger.Getting started with Human ResourcesEmployee records, attendance, recruitment, compliance, and the Employee 360 view of a person’s full HR history.
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