HR — Workforce
Employee Onboarding
Employee Onboarding
Comprehensive employee onboarding wizard with welcome, documentation, credentials, system access, and orientationType:
onboardingPayroll Run
Payroll Run
Enhanced 7-step payroll processing wizard with timesheet review, leave adjustments, and anomaly detectionType:
workflowPerformance Review
Performance Review
Guided wizard for managers to conduct employee performance reviews. Covers context, goals, competencies, narrative feedback, and overall rating.Type:
workflowRH — Recovery Housing
Resident Admission
Resident Admission
Standard resident admission wizard with 6 stepsType:
admissionFA — Finance & Revenue
Bank Reconciliation Wizard
Bank Reconciliation Wizard
Guided wizard for bank account reconciliationType:
workflowBudget Creation Wizard
Budget Creation Wizard
Create annual budgets with template copying, line entry, and review.Type:
customFinancial Close Setup Wizard
Financial Close Setup Wizard
Set up a financial close period with checklist and task assignmentsType:
setupRecurring Invoice & Collections Setup
Recurring Invoice & Collections Setup
Four-step PF-41 wizard (FA-UX-12) for AR specialists. Customer & template, schedule, optional payment plan, then review with collections defaults.Type:
setupGR — Governance & Compliance
Audit Setup Wizard
Audit Setup Wizard
Guided wizard for planning and scheduling audits with team assignment and checklist preparation.Type:
audit_setupCompliance Requirement Setup
Compliance Requirement Setup
Create a regulatory compliance requirement with schedule, ownership, and documentation requirements.Type:
compliance_requirementContract Creation Wizard
Contract Creation Wizard
Create a new contract with counterparty details, terms, renewal settings, and document attachments.Type:
contract_creationIncident Reporting Wizard
Incident Reporting Wizard
Guided wizard for reporting incidents with regulatory obligation assessment.Type:
incident_reportingQI Project Creation
QI Project Creation
Create a new Quality Improvement project with PDSA cycle, metrics, and team assignment.Type:
qi_projectCE — Community Engagement
Follow-up Sequence Builder
Follow-up Sequence Builder
Guided 5-step wizard for creating automated follow-up sequences. Captures basics, enrollment triggers, sequence steps with delays, exit rules, and publishes via ce_publish_sequence RPC.Type:
sequence_builderIntake Screening & Triage
Intake Screening & Triage
Guided 5-step screening wizard for CE leads. Captures consent, runs questionnaire, shows triage scoring, records disposition, and submits to CE-28.Type:
intake_screeningPartner Contract Lifecycle
Partner Contract Lifecycle
Guided 5-step wizard for creating partner contracts. Captures contract type, terms, documents, status, and submits to ce_partner_contracts.Type:
partner_contract