Overview

When a New Position request receives final approval, FTE Tree adds the Position to Workforce > Approved handoffs. This gives HR one place to see recently approved Positions and track the remaining work in a human resources information system (HRIS), recruiting system, applicant tracking system, or posting system.

The checklist records your team’s work. It does not automatically send the Position to another system. If your organization already sends information to another system, follow those instructions in addition to updating the checklist.

Position changes, replacements, and eliminations do not create a handoff. A denied, cancelled, or invalidated New Position request does not create one either.

Review approved handoffs

  1. Open Workforce > Approved handoffs.
  2. Find the Position by its Position number and Department.
  3. Review its approval date, progress, and next step.
  4. Open the Position to see the full checklist.

You see only handoffs for Departments where you can view Positions. A Position reader can review progress. To complete or reopen steps, you need Manage HR handoffs for that Department. The standard HR handoff coordinator role provides that focused access without allowing Position changes or approval decisions.

Complete a step

  1. Perform the work in the destination your organization uses.
  2. Enter an external reference when the step asks for one. This can be a Position ID, requisition number, posting number, or ticket reference.
  3. Choose Mark complete.

If your organization requires the steps in order, finish the earlier open step first.

Mark a step not needed

Use Mark not needed when a step does not apply to this Position. If the step has a reason list, choose the option that explains why it is not needed. A step without a configured reason list can be marked not needed without another entry. A not-needed step counts toward completing the handoff.

Correct a completed step

Choose Reopen when a completed or not-needed step must be corrected. If steps are ordered and later steps are already finished, reopen them from the last step backward. Complete the corrected steps again in the normal order.

FTE Tree records who updated each step and when. The Position’s overall progress is calculated from the checklist:

  • Not started when every step is open.
  • x of y complete when some steps are complete or not needed.
  • Complete when no steps remain open.

There is no separate overall status to update.

Checklist setup changes

A Position setup administrator can open Settings > HR handoff steps to change the organization checklist, choose whether steps must be completed in order, require a reference for selected steps, or require a reason choice when a step is not needed. See Set up HR handoff steps for configuration and launch checks.

Setup changes apply to handoffs created after the change. An existing handoff keeps the checklist and not-needed choices it received at approval, whether it is not started, in progress, or complete. Continue its saved steps and choices. If your organization introduces an urgent procedure for existing work, follow the additional internal instructions provided by your team.