👥 HR / Team Members — How It All Connects

A picture of how the Team Members section works, and where it plugs into the rest of the Operations Director app. If you can follow a recipe, you can follow this. Each colour is a different part of the app.

HR / Team Members Inbound Comms Systemisation Tasks & Projects Phase two (later)

1. The six parts of the Team Members section

Everything about a person lives here. Six parts, all hanging off one record per team member.

📇 Team Member Records

One card per person: status, department, contact details, contracts.

Links to: Inbound Comms (contracts)

🏗 Org Chart

A picture of who reports to whom, built from the “manager” field.

Built from: Team Member Records

📚 Training Record

A grid of who has watched which workflow / SOP.

Links to: Systemisation, Tasks

📊 Reviews

A record of each performance review (6-monthly cycle in phase two).

Phase two: review topics + reminders

📖 Handbook

Core values + onboarding info, issued to each new starter.

Phase two: read-and-acknowledge

🏆 Achievements

Good things each person has done, recorded and shown on their card.

Self-contained

2. Onboarding a new team member — start to finish

From the moment they say yes, to a complete record with training booked in.

STEP 1
Offer accepted
New starter agrees to join. Create their Team Member record, set status to “Onboarding”.
HR
STEP 2
Contract signed
Signed contract arrives by email and is labelled in Inbound Comms, then pulled onto the right person’s record.
Inbound Comms
STEP 3
Record completed
Department, manager, personal info and emergency contact filled in. Org chart updates itself.
HR
STEP 4
Training assigned
SOP-watch tasks for their role are assigned from Systemisation. Training grid starts filling in.
Systemisation
STEP 5
Handbook issued
Handbook is issued. New starter reads it and (phase two) ticks to confirm.
HR
Where it plugs in: Step 2 needs Inbound Comms (the contract label route). Step 4 needs Systemisation + Tasks & Projects (the SOP-watch tasks). Both are finished by Kevin at integration — see HR-WORKFLOW.md.

3. Offboarding a team member — start to finish

A tidy, repeatable exit so nothing is forgotten.

STEP 1
Leaving confirmed
Set the person’s status to “Offboarding”. They appear in the Onboarding/Offboarding tracker.
HR
STEP 2
Exit checklist
Return equipment, revoke access, reassign their open tasks and SOPs to others.
Tasks
STEP 3
Record archived
Final pay and documents stored on the record. Org chart drops them from the live tree.
HR
STEP 4
Marked “Offboarded”
Status set to “Offboarded”. They leave active counts but the record is kept for the future.
HR

4. The three plug-in points, in one line each

📥 Inbound Comms

A “personnel contract” email label pulls a signed contract onto the matching person’s record.

⚙️ Systemisation

Each workflow’s SOPs become watch-tasks; finishing one ticks the person’s training grid.

✅ Tasks & Projects

Training-watch tasks and offboarding to-dos live here, assigned to the team member.

Diagram generated for the Operations Director app · HR / Team Members section · Phase one. Dashed boxes are where this section talks to another part of the app. See HR-WORKFLOW.md for the exact automations and Kevin’s integration steps.