People & IT
Requests, access, and employee readiness
Trace the requests, approvals, system changes, and support handoffs that help employees start ready, stay productive, and leave with access removed on time.
An inferred reference inventory for functional mid-market People and IT teams. Workflows, controls, and ownership should be adapted to the systems and policies in use.
- Starts with
- A request, employee change, or readiness signal enters with a source, accountable owner, required date, and enough context to act.
- Moves through
- It moves through qualification, policy checks, human approvals, system updates, and coordinated handoffs across People, IT, payroll, security, and workplace teams.
- Ends with
- The record closes with completion evidence, unresolved exceptions, the final owner, and a clear next step when work cannot be completed as planned.
Every unit is a chain of handoffs.
These are the recurring algorithms that make the unit work. Each one turns an input into a decision, a next step, or a more complete case for the next owner.
People and IT operating model
Set the ownership, service rules, records, and review cadence that keep People and IT work coordinated without hiding consequential decisions.
- People and IT service catalogue review
- Request ownership and queue assignment
- Cross-functional service-level definition
- Employee readiness review cadence
- People-IT dependency mapping
- Policy-to-workflow control mapping
- Vendor and system owner review
Hiring and onboarding
Move approved hiring work from requisition through candidate handoff and onboarding readiness with clear dates, owners, and dependencies.
- Requisition creation and approval
- Headcount plan variance review
- Candidate handoff from recruiting to People operations
- Offer acceptance and start-date confirmation
- New-hire record creation
- Onboarding plan and task assignment
- Onboarding readiness checkpoint
- First-day access and equipment confirmation
Employee changes
Coordinate role, manager, location, schedule, and employment changes so records, access, equipment, payroll, and communications stay aligned.
- Manager change request and approval
- Department or cost-center change
- Role and job-level change
- Location or work-model change
- Employment-status change review
- Temporary assignment start and end
- Leave start and return-to-work coordination
- Employee name or personal-data correction
Access requests and approvals
Route access requests to accountable approvers, apply least-privilege rules, and retain evidence of what was granted, changed, or denied.
- Application access request
- Privileged access request and approval
- Shared-drive or workspace permission request
- Distribution-list and group membership change
- Temporary access grant and expiry review
- Access exception justification
- Access approval reminder and escalation
- Access request denial and requester notification
IT service intake and routing
Turn employee requests and incidents into complete tickets, route them to the right resolver group, and keep requesters informed when work changes course.
- Service request intake and categorisation
- Incident severity assessment
- Ticket routing by service and ownership
- Duplicate ticket linking and consolidation
- Requester clarification and missing-context follow-up
- Vendor support escalation
- SLA risk review and queue escalation
- Resolution confirmation and ticket closure
Device and asset lifecycle
Manage device demand, assignment, repair, replacement, return, and disposal with custody records and readiness checks at each handoff.
- Device demand forecast and reservation
- Device assignment to employee
- Equipment shipment and delivery confirmation
- Peripheral or accessory request
- Device repair and loaner assignment
- Device replacement decision
- Asset inventory reconciliation
- Secure device return and wipe confirmation
Identity and security operations
Keep identity records, authentication controls, and security responses coordinated while leaving risk acceptance and sensitive actions with accountable people.
- Identity record reconciliation across systems
- Multi-factor authentication enrollment support
- Password or account recovery request
- Suspicious login review and escalation
- Security awareness exception review
- Account lockout investigation
- Dormant account review
- Security incident employee communications
Workplace and facilities requests
Coordinate workplace needs, moves, visitors, and facilities issues with the People and IT dependencies needed for a safe, usable work environment.
- Workstation setup request
- Desk move and seating change
- Building access badge request
- Visitor access coordination
- Facilities issue intake and dispatch
- Accessibility accommodation coordination
- Office closure or emergency communication
- Remote-work equipment and workspace request
Payroll and benefits coordination
Prepare complete, privacy-aware handoffs for payroll and benefits changes, with review points for effective dates, eligibility, and employee communication.
- Payroll change request and approval
- Compensation change effective-date review
- Bank or tax withholding update
- Benefits enrollment and life-event change
- Benefits eligibility exception review
- Payroll discrepancy intake and investigation
- Leave balance and payroll coordination
- Payroll vendor file review and sign-off
Learning and policy workflows
Assign required learning and policy acknowledgements, track completion, and give managers a clear path for overdue work and approved exceptions.
- Required training assignment
- Policy publication and acknowledgement request
- Policy acknowledgement reminder
- Overdue learning escalation
- Training completion evidence review
- Role-based learning path update
- Policy exception request and approval
- Annual policy review and attestation cycle
Offboarding and access removal
Coordinate planned and urgent departures across People, IT, security, payroll, managers, and workplace teams so access, assets, records, and communications are handled deliberately.
- Offboarding request and effective-date confirmation
- Manager departure checklist handoff
- Joiner-mover-leaver status update
- Access removal schedule and approval
- Immediate termination access response
- Device and badge return coordination
- Mailbox, files, and ownership transfer review
- Final payroll and benefits handoff
People-IT data governance and escalations
Keep sensitive employee and service records accurate, access-controlled, and reviewable while escalating unresolved risks to the right accountable decision maker.
- People and IT data quality exception review
- Employee record correction and approval
- Sensitive request access review
- Retention and deletion schedule review
- Cross-system data mismatch investigation
- Unresolved request escalation
- High-risk exception decision log
- People-IT operating review and action tracking
Keep decisions accountable
- Request context
- Capture the requester, employee or system affected, effective date, business reason, required evidence, and accountable owner before routing work.
- Human approval gates
- Keep headcount, privileged access, compensation, policy exceptions, and high-impact employment decisions with named approvers.
- Evidence trail
- Link approvals, ticket history, system confirmations, delivery records, acknowledgements, and closure notes to the workflow record.
- Exception handling
- Separate missing information, policy exceptions, overdue work, and security concerns into queues with escalation owners and due dates.
- Sensitive data boundaries
- Limit employee, payroll, benefits, identity, and security details to the people and systems that need them for the next action.
- Readiness checks
- Confirm dependencies such as records, access, devices, workplace arrangements, training, and communications before a start, move, or exit is marked ready.
Start with one employee-facing workflow
Map the handoffs behind a request, access change, or readiness check.
Bring the current request path, systems involved, approval points, and known exceptions. The first map should make the next owner and the missing evidence easier to see.