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Operating Packs

Build each process once. Fit it to every entity.

Start from a working process, not a blank canvas. Our team fits it to each entity, on the tools you already run. Customers see 45% fewer licenses and 96% fewer execution issues.

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All Operating Packs

Employee onboarding

From an approved hire to the first correct pay: contract, sign-off, accounts and payroll as one case.

Run this Operating Pack in your trial

The rail

  1. 01Hire approvedTrigger
  2. 02ContractTemplate · HR checksSLA 1d
  3. 03Manager sign-offAccess listSLA 4h
  4. 04AccountsIdentity platform · APIBy D−3
  5. 05PayrollPayroll interface · APIBy cut-off
  6. 06Day one to first payCloses on first correct pay

What it replaces

A ticket in HR, a ticket in IT, a spreadsheet in payroll and a manager chasing all three.

What changes

Nobody chases the hand-offs. One case runs from the approved hire to the first correct pay, with one audit trail.

Works with

  • Workday
  • SAP SuccessFactors
  • Microsoft Entra ID
  • ServiceNow

Counted back from day one

Most hires sign one to three months ahead. The new hire sees a few clear steps, while HR, IT, payroll and the manager work one case.

  • What the new hire sees
  • What runs behind it
  1. D−60Offer
    What the new hire sees

    An offer approved before it went out, then a welcome email.

    What runs behind it
    • Case opens when the hire is approved
    • Above-band pay approved by the budget holder
  2. D−45Contract
    What the new hire sees

    A contract to sign in the form their country's law requires, and bank details entered in the HR system.

    What runs behind it
    • Drafted from the approved country template and checked by HR
    • Right to work confirmed by a named HR checker
  3. D−10Access
    What the new hire sees

    A tracking link for the laptop.

    What runs behind it
    • Manager approves the access list
    • Your identity platform creates the accounts, or Optomo requests them by API
  4. D−5Payroll
    What the new hire sees

    A first-week plan from the manager.

    What runs behind it
    • Payroll record created before the cut-off, through your payroll interface
    • Agent drafts the first-week plan for the manager
  5. Day oneStart
    What the new hire sees

    The laptop and accounts work, and the first meeting is booked.

    What runs behind it
    • Access active from the start of day one
    • Case closes after the first correct pay

Ready by day one, or flagged by D−3

Four things must be true, each with an owner. Anything missing is flagged three days out, not found at the desk.

  • Contract signed by both sidesHR
  • Right to work confirmed by a named checkerHR
  • Accounts and laptop readyIT
  • Payroll record created, bank details confirmedPayroll

When the start date moves

Change the date once, in your HR system. Every task moves with it, and access is active from the start of the new day one.

Inside each stage

Choose a stage to see who does each step and what it leaves on the case.

Accounts

D−10 to D−3 · By D−3
Steps
  1. APIAccounts created By your identity platform, or requested by Optomo by API
  2. APILaptop ordered Through your IT service desk, with a tracking link for the new hire
  3. APIAccess set for day one Active from the start of day one, not before

Left on the case: each account's reference and the laptop's ticket number.

What your reviewers will ask

IT security, your data protection officer and HR each sign off before go-live. Their first questions, answered.

  • IT security

    Who creates the accounts?

    Your identity platform, or Optomo requests them by API from the list the manager approved. Optomo is ISO 27001 certified, covering the company and the cloud service.

  • Data protection

    Is personal data recorded?

    Screen recordings are off by default, and you can keep them off for this process. Optomo runs on-premise, in your network, so case content stays in it.

  • HR

    Who approves pay and access?

    Above-band pay is approved before the offer goes out, and the manager approves the access list. Each approval is on the case, with who approved it and when.

Where your data lives

Where your processes differ, we close the gap with you

Inconsistent processes are normal. Our team and our partners map how each version runs and fit the Operating Pack to it.

Included in Enterprise. Our team fits the Operating Pack in the trial and the rollout, at no extra cost.

Meet our partnersFind a partner near you
  1. Optomo team

    Fits the Operating Pack

    • A version per entity or country
    • Stages connected to your systems
    • Thresholds and approvers set as policy
  2. Partner

    Aligns the process

    • The process mapped as it runs today
    • Which differences to keep
    • The change led with the process owners

How an Operating Pack becomes your process

We connect it to your systems, then run real cases in the 5-week trial.

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  1. 1

    Map the systems

    Each stage pointed at your systems.

  2. 2

    Set the policy

    Set once, inherited by every case.

  3. 3

    Run it in the trial

    Real cases, with a cost baseline by week 4.