Your HRM manages people.
CaseFy orchestrates the processes.
From the candidate's first document to badge in hand — orchestrate onboarding, offboarding and every HR process in one place.
Free for up to 3 users. No credit card required.
The HRM stops here.
After recruitment, your onboarding enters no man's land.
What HRM does well
What HRM does NOT do
Onboarding, offboarding and HR compliance involve 15+ documents, 5 departments and legal deadlines. HRM records. CaseFy orchestrates.
Sound familiar?
“The candidate sent documents 5 days ago and nobody confirmed receipt.”
“IT still hasn't created the email and the new hire starts Monday.”
“The BP spends 3 hours a day chasing onboarding tasks.”
“Auditors asked for training evidence and it took us 2 weeks to compile.”
Every onboarding becomes a case.
A case isn't a record. It's the complete lifecycle of the HR operation — with every department, document and deadline connected.
Everything the HRM lacks. Everything HR needs.
Stages with SLA
No more onboarding stuck without anyone noticing.
Candidate portal
Candidate submits documents, signs contract and tracks everything via portal.
Automatic tasks
IT, Facilities and Payroll get automatic tasks at the right stage.
Digital signature
Employment contract and policies signed within the process.
AI Agents
Doc Reviewer validates documents. Deadline Guard tracks deadlines. Summarizer reports to the BP.
Auditable timeline
Full traceability for audits and labor compliance.
Formal decisions
Approvals with justification: promotions, terminations, disciplinary actions.
Cross-dept automations
Stage changed? Next department is notified automatically.
4 steps to orchestrate HR
Create your HR template
Define stages, documents, owners, SLAs and automations.
Open a case for each person
Every onboarding, offboarding or transfer becomes a trackable case.
Involve the candidate
External portal to submit documents, sign contract and track the process.
Let AI work
Agents validate documents, monitor deadlines and generate reports automatically.
6 ready-made templates for your HR
Complete Onboarding
8 stagesFrom documents to badge. Doc collection, medical, IT, facilities, contract and training orchestrated.
Offboarding
9 stagesFrom communication to exit interview. Access revocation, equipment return, severance and exit interview.
Internal Transfer
8 stagesPromotions and transfers with approval chains, contract adjustment and communication.
Internal Investigation
8 stagesReport → analysis → interviews → decision → disciplinary action. Confidential and traceable.
Leave Requests
8 stagesRequest, manager approval, HR verification, documentation and scheduling.
Leave of Absence & Return
6 stagesRegistration, documentation, follow-up, return exam and reintegration plan.
Results HR feels in the first month
3 days
Average onboarding time
vs 10-15 days without CaseFy
Zero
Lost documents
Portal + versioning
15 min/day
Time chasing tasks
vs 3h/day with email
5 min
To compile audit evidence
vs 2-3 weeks
CaseFy vs. traditional HRM
Labor compliance is not optional.
CaseFy delivers the traceability that auditors and privacy laws require.
Immutable timeline
Every action has an author, timestamp and context. Impossible to alter.
90+ permissions
Control who sees what in every process. Privacy built-in.
SLAs with alerts
Legal deadlines monitored automatically.
Digital signature
Contracts, policies and terms 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.
Onboarding isn't just a record. It's orchestration.
Start free with the Complete Onboarding template. No credit card, no migration.
Free for up to 3 users. 6 HR templates ready to use.