Vaiz for HR & People Teams

Project and knowledge management for HR teams

Run hiring, onboarding, and employee requests where your team already works. Bring tasks, instructions, and documents together so employees can complete each step with the information they need.

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AI and automation

Create HR tasks with AI and automate routine updates

Ask AI in Vaiz to “Create an onboarding checklist for a sales hire” or “Turn these meeting notes into action items.”

Review the proposed tasks, confirm owners and deadlines, and add them to your workflow. Set up automation rules to assign work and update statuses when your chosen conditions are met.

Explore automations

Hiring

Manage your recruitment pipeline from screening to offer

Set your hiring stages and link candidates to open roles. Track candidate sources, record interview feedback, and assign an owner and a next action to each candidate.

Start with linked role and candidate cards in the Recruitment team template, then adjust the stages and fields to match your hiring process.

Explore the recruitment template

Onboarding

Build employee onboarding plans and track progress

Give each new hire a clear plan with tasks, owners, and deadlines. Keep onboarding tasks and the guides needed to complete them together, so employees know what to do and where to find answers.

Track completed steps and blockers to see where each employee needs support.

Everyday HR work

Give employee requests and feedback a clear outcome

Take requests from approval to completion

Organize equipment, training, and document requests by type, owner, and status. A laptop request goes to the manager for approval, then to IT for delivery. Keep the requirements, decision, and deadline in the same task.

Turn feedback into development actions

Record feedback and review discussions, then turn agreed goals into tasks. Assign a course, a project responsibility, or a meeting with a mentor, with an owner and a date to review progress.

Company knowledge

Keep your employee handbook current and easy to find

Build an HR knowledge base for company policies, onboarding guides, and working procedures. Keep these resources alongside the tasks where employees need them.

When a policy changes, connect the document to tasks for drafting, review, and communication. Give each update an owner so the handbook stays part of the team’s ongoing work.

Offboarding

Manage employee offboarding, handovers, and access removal

Assign document preparation to HR, handover tasks to the manager, and equipment return and access removal to IT. Keep handover notes and instructions with the relevant tasks.

Check which steps remain open before completing the employee’s offboarding checklist.

Templates

Start with a template and adapt it to your HR process

Recruitment team

Track open roles and candidates together, with hiring stages and fields for source and seniority.

RACI matrix

Adapt the matrix for onboarding. Define who performs each task, owns the outcome, provides input, and receives updates.

Kanban

Adapt the board for employee requests, with stages for review, approval, work in progress, and completion.

OKR tracking

Connect HR initiatives to team objectives, such as improving onboarding or launching a training program.

Put your HR process into action

Start with a hiring pipeline, an onboarding plan, or an employee request board. Add the documents your team needs and assign the first steps.

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Questions about using Vaiz for HR

Vaiz is a project and knowledge management platform. HR teams can use it for recruitment pipelines, onboarding plans, employee requests, handbooks, development actions, and offboarding alongside the team’s everyday projects.

Create an onboarding plan with assigned tasks and deadlines, and keep training materials in the same workspace. Completed tasks and open blockers show each employee’s progress and where support is needed.

Automation rules can assign tasks and update statuses when configured conditions are met. AI can help turn meeting notes into proposed action items, which your team reviews before adding them to the process.

Vaiz is a project and knowledge management platform that HR teams can use to organize recruitment pipelines, onboarding, employee requests, and offboarding. Teams can track candidates through hiring stages, assign next steps, and keep related documents together. Vaiz can work alongside your HRIS or ATS. For payroll, benefits administration, or specialized recruiting needs, you can connect dedicated tools through Zapier, depending on the integrations and actions available for each app.

HR and operations teams can coordinate onboarding in Vaiz through a shared plan with tasks, owners, and deadlines. HR can organize onboarding documents, while colleagues from marketing, IT, and other departments take ownership of their steps. Instructions stay alongside tasks, so everyone has the context they need. Teams can track progress and blockers, and configure automation rules to assign tasks or update statuses when defined conditions are met.

Vaiz provides roles and permissions to control who can view and edit work across projects. HR teams can use these controls to organize access to HR work and related documents. Before storing sensitive employee records, confirm how permissions apply to your documents and projects, and ensure the setup meets your organization’s access requirements.