CaseFy for HR
Onboarding isn't registering. It's orchestrating.
15 documents, 5 departments, legal deadlines. The HRM registers the person. CaseFy orchestrates everything that happens until they get their badge.
Free for up to 3 users. No credit card required.
Three hours a day chasing follow-ups.
The candidate was approved on Friday. On Monday, they need to submit 12 documents, do the medical exam, get a laptop from IT, a badge from Facilities, sign the contract, and start training. Each department has its own deadline. None of them talk to each other.
The HR Business Partner becomes a dispatcher. Emails IT, chases Payroll on WhatsApp, calls Facilities, checks documents on Drive. Spends three hours a day just chasing what should already be happening.
On Wednesday, the new hire starts. No corporate email, no badge, no laptop. Because nobody could see the whole process — each department did their part on their own timeline.
What if every department knew exactly what to do and when — without anyone chasing them?
From documents to badge. Without chasing anyone.
Every department, at the right time.
IT gets the task when it's time. Facilities too. Payroll too. Automations move the process — not the BP.
The candidate does their part.
Portal via link to submit documents, sign the contract, and track the onboarding. No email, no calls, no account.
AI that validates and enforces.
Agents check documents, alert about legal deadlines, and generate summaries for the BP. Automatically.
Audit in 5 minutes.
Every action recorded in the timeline. Compliance evidence gathered in one click — not in two weeks.
Where the HRM stops, CaseFy starts.
What HRM does well
What it doesn't do
Onboarding involves 15+ documents, 5 departments, and legal deadlines. The HRM records. CaseFy orchestrates.
Every onboarding becomes a complete case.
With stages per department, candidate portal, versioned documents, formal approvals, and AI agents — all connected.
Everything the HRM lacks. Everything HR needs.
Stages with SLA
Every department has a deadline. Alerts before the onboarding delays.
Candidate portal
Documents, contract, and status — all via link, no login.
Automatic tasks
IT, Facilities, and Payroll get tasks at the right stage. No chasing.
Digital signature
Contract and policies signed inside the process, at the right stage.
AI Agents
Validate documents, enforce deadlines, and generate reports for the BP.
Auditable timeline
Every action with author, date, and context. Compliance in one click.
Formal decisions
Promotions, terminations, and disciplinary actions with justification.
Cross-dept automations
Stage changed? Next department notified. Automatically.
Start in minutes.
Build your HR process
Define stages, documents, assignees, and automations per department.
Open a case for each person
Each onboarding, offboarding, or transfer gets its own lifecycle.
Involve the candidate
Portal via link to submit documents, sign, and track — no account needed.
Let the platform work
Automations chase each department, AI validates documents, alerts monitor deadlines.
6 templates for your HR.
Complete Onboarding
8 stagesFrom documents to badge. Docs, exam, IT, facilities, contract, and training orchestrated.
Offboarding
9 stagesFrom notification to final settlement. Access revocation, returns, termination, and exit interview.
Internal Transfer
8 stagesPromotions and transfers with chained approvals and contract adjustments.
Internal Investigation
8 stagesComplaint → investigation → opinion → disciplinary action. Confidential and traceable.
Time Off & Leave
8 stagesRequest, manager approval, balance check, and scheduling.
Leave & Return
6 stagesRegistration, medical tracking, return exam, and reintegration plan.
HRM vs. CaseFy — side by side.
Labor compliance isn't optional.
CaseFy delivers the traceability that auditors and privacy laws require.
Immutable timeline
Every action has author, date, and context. Cannot be altered.
90+ permissions
Control who sees what in every process. Privacy built-in.
SLAs with alerts
Legal deadlines monitored automatically.
Digital signature
Contracts and policies signed with legal validity.
Use with your ATS and HRM. Not against them.
CaseFy doesn't replace your Greenhouse, BambooHR, or Workday — it complements them. ATS recruits. HRM records. When operations begin, CaseFy orchestrates.
Integration via webhooks + Zapier/Make. Candidate approved in ATS → onboarding case created automatically.
The HR that orchestrates is the HR nobody needs to chase.
Free for up to 3 users. 6 HR templates ready to use.
The right process is already waiting for you.
Start free. No credit card, no migration, no hassle.