Onboarding and recruiting software: connect the candidate to the employee.

Explore Phi HCM workflows for requisitions, candidate stages, accepted offers, employee onboarding, and payroll readiness. Use this guide to evaluate the handoff from recruiting to Core HCM, time, scheduling, and benefits. Confirm product availability, licensing, and connected services for your proposed deployment in a demonstration.

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Candidate to employee

Recruiting and applicant tracking.

Phi HCM recruiting workflows connect requisitions, candidate stages, offer review, and an accepted hire. Follow a candidate from application through screening, interview, and offer acceptance, then review the onboarding draft created from the approved hiring details.

Identify the recruiting system of record and the approved hire event
Map employee identifiers, start dates, positions, managers, and locations
Check rehires, rescinded offers, duplicate records, and changed start dates
Confirm who can view applicant information and who can approve the HR handoff

Explore the Core HCM foundation

Ready for day one

Employee onboarding.

Phi HCM guided onboarding reviews employee, job, location, payroll-group, policy, and access information before activation. Required-field and readiness checks help identify missing setup and effective-date conflicts. Review employee invitations, HR review, and the transition from future hire to active employee in your demonstration.

Define the required tasks, owners, approvals, and effective dates
Test the transition from pre-hire to active employee and manager visibility
Verify which document, e-signature, identity, or provisioning services are required
Review how corrections flow to timekeeping, schedules, and payroll

Plan implementation and testing

Enrollment to payroll

Benefits administration.

PHCM Benefits Administration is a dedicated module for reviewing benefit plans, eligibility, employee enrollment, and payroll handoffs. Follow one enrollment change from its source to the payroll deduction and downstream acknowledgment. Confirm your deployment scope and establish what belongs to the software, an administrator, a carrier, or an integration provider.

Document benefit plans, eligibility, enrollment windows, and effective dating
Trace approved elections to deductions and employer contribution data
Agree reconciliation, error handling, and responsibility for carrier feeds
Review corrections, employee changes, and end-of-employment handoffs

Explore Benefits Administration software

Evaluate with clarity

One new hire. Every handoff accounted for.

Use a representative test employee in a demo or approved test environment. Do not use real applicant, benefits, or identity data for an initial sales demonstration.

✓Create an approved hire and confirm that exactly one employee record is established.
✓Change the start date and verify which downstream tasks and records must update.
✓Review a benefits election change and confirm the intended payroll effective date.
✓Check role-based visibility: recruiting, HR, payroll, managers, and employees should not automatically see the same information.
✓Simulate a failed handoff and establish who corrects it, how it is retried, and how reconciliation is evidenced.
✓Record native, integrated, separately licensed, planned, and unavailable capabilities explicitly before agreeing a rollout.

Continue your research

Take the next useful step.

Recruiting workflow guide

Review the hiring handoffs to test in a focused demonstration.

Human capital management systems

Connect employee records with workforce operations.

Payroll evaluation

Review source data, effective dates, approvals, and pay readiness.

HR software terminology

Understand HCM, HRIS, HRMS, ATS, WFM, and cloud SaaS.

Questions buyers ask

Understand the system before you choose it.

How does an accepted candidate become an employee in Phi HCM?

The recruiting workflow requires the appropriate candidate stage and an accepted offer before hire conversion. Approved job, manager, compensation, and start-date details can create an onboarding draft. HR then reviews the employee setup and required information before activation.

What does employee onboarding software help check?

An onboarding workflow organizes required employee and work-assignment information, payroll-group and policy setup, access requirements, and review status. Phi HCM includes readiness checks for missing required fields and conflicting records; the requirements depend on the configured workforce and deployment scope.

Are job boards, background checks, and candidate messaging included automatically?

External recruiting services require a confirmed provider connection, credentials, commercial scope, and testing. Ask which candidate and onboarding workflows are included in your proposed deployment and which depend on separately configured services.

Does every HCM system include benefits, onboarding, and recruiting?

No. HCM is a broad category, not a guarantee that every function is native or included. Ask the vendor to demonstrate each required workflow and identify any separate licenses, services, or integrations.

Can we keep our existing recruiting or benefits system?

Treat that as an integration requirement to review. Identify the product, supported interfaces, data ownership, mapping, access requirements, and reconciliation process. Do not assume a ready-made connector or live provider connection exists until it is confirmed for your deployment.

See the platform in context

Bring your employee lifecycle requirements.

Review your recruiting, onboarding, benefits, and payroll handoffs alongside the Phi HCM module scope so responsibilities are clear before implementation.

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