Product · People

HR Operations Desk

Software for the everyday work of a small HR team. It answers staff questions from your own handbook, builds onboarding and leaving checklists, checks leave requests against policy and who else is off, watches every document that can expire, writes the letter for every pay or role change, and sends the Monday numbers. A person makes every decision. Nothing is sent or changed without someone clicking Approve.

For HR teams at companies with 50 to 500 people

7agents, each doing one small job
1coordinator you can chat with: Maya
1help desk for staff, on the portal
2screens: the HR desk and the staff portal
HR Operations Desk desk
The HR desk on a Monday morning: five live numbers, staff questions with a drafted answer, Maya the coordinator, leave to decide and people changes waiting.
Who it is for

Is this desk for you?

The pack is built for the people who run HR day to day: the questions, the starters and leavers, the leave, the paperwork. It fits three kinds of team.

A small HR team at a growing company

One to four people looking after 50 to 500 staff. You get the desk, the staff portal, Maya, and every agent. Most of the questions you answer by email today are answered from your handbook instead.

A People team inside a large company

An HR business partner team or HR operations team serving one region or one business unit of an MNC. The staff portal is where employees ask; the desk is where the team works. The HRIS stays the system of record.

An outsourced HR provider

A firm that runs HR for several client companies. One workspace per client; each has its own handbook, staff portal and Maya.

Which departments use it inside a large company

HR Operations / People OperationsStaff questions, leave, onboarding and offboarding checklists, letters for pay and role changes, the Monday report.
HR Business PartnersThe desk shows what is waiting for a decision in their business unit; the letters and checklists are ready for them.
Compliance / ImmigrationRight-to-work, visa, passport and certification expiries, watched every morning with a drafted reminder.
Every employeeThe staff portal: ask a question, request leave, see their own details and their requests.
Not a fit if you have fewer than 20 staff and no handbook, if you need payroll run for you, or if you want the software to decide grievances, pay or dismissals. This pack never decides those. People do.

Where it fits in your day

1 · Something arrivesA question, a leave request, a starter, a leaverFrom the staff portal, a button on the desk, or a new row in a table.
2 · The software preparesAgents write, never sendThe answer from the handbook, the leave recommendation, the checklist, the letter, the reminder.
3 · You decideOne click on the deskSend the reply, approve or decline the leave, approve the change, mark the document renewed.
4 · Nothing slipsDaily and weekly checksDocument expiries every morning; the numbers every Monday.
The one rule

Everything the software produces is a draft or a warning for a person. It never answers a grievance, a health, pay or immigration question, never approves leave, never changes the HR system, and never sends a message without a person approving it first.

The desk · Screen 1 of 3

Desk: what needs a decision today

The first screen the HR team opens. The five numbers are live counts. The list on the left is the questions from staff, each with an answer already drafted from the handbook. Maya sits beside it. Below: leave to decide and people changes waiting.

Desk: what needs a decision today
The Desk page. Open questions, needs a person, leave to decide, expiring in 30 days, overdue; the questions list with Send reply / Hand to me / Needs a person / Re-draft / Edit; Maya.
Send reply

The drafted answer goes to the employee. The question is marked Sent.

Needs a person

For anything the handbook cannot answer, or should not: grievances, health, pay, immigration. It goes to a named HR contact.

Hand to me

Puts your name on the question so nobody else picks it up.

The desk · Screen 1 of 3, lower half

Desk: leave, people changes, approvals

Scroll down for the leave requests with a recommendation already written, the people changes waiting for approval, everything the software wants to send that needs your Approve, and what Maya did this week.

Desk: leave, people changes, approvals
Leave to decide with Approve / Decline, people changes with Approve, the Raise a people change button, Waiting on you, and Maya's recent work.
Approve / Decline leave

The reviewer already checked the balance, the policy and who else is off. You read its one-line reason and decide.

Raise a people change

A promotion, a pay change, a new manager. Save the form and the letter is drafted within a minute.

Waiting on you

Every email, calendar invite or HR system change the software wants to make. Approve or Deny in place.

The desk · Screen 2 of 3

People: starters, leavers, changes, directory

Starters as a board by stage, from Signed to 90 days. Leavers with their checklist. People changes in progress. The directory. Two buttons start the two things HR starts most: a new starter and a notice.

People: starters, leavers, changes, directory
The People page. Add a starter and Record a notice buttons, starters by stage, leavers, people changes, the directory.
Add a starter

Name, role, manager, start date, location. Save it and the onboarding plan is written: a dated checklist, a day-one schedule, a welcome email draft.

Record a notice

Who, last day, reason. Save it and the leaving checklist is written: access to remove, equipment to collect, final pay notes, and the reference letter unless the reason needs a legal review first.

Drag a starter

Move a card from Week 1 to 30 days and the record is updated.

The desk · Screen 3 of 3

Compliance: what expires next

Every document with an expiry date: right to work, visas, passports, background checks, certifications, probation reviews. The four numbers say how urgent it is. The list has the actions; the charts show the shape.

Compliance: what expires next
The Compliance page. Overdue, due in 30 days, due in 60 days, tracked; the list with Mark renewed / Not required / Remind again; charts by status and by document type.
Mark renewed

You have seen the new document. The reminder stops.

Remind again

Sends the drafted reminder once more, after you approve it.

Never

The software never marks a document as valid. Only a person does.

The desk · Screen 3 of 3, lower half

Compliance: the daily check

The daily expiry check has its switch here and a history of its runs for the last 30 days, so you can see it ran and what it changed.

Compliance: the daily check
Automations with the daily expiry check and the Monday digest, and the run history.
The staff portal

Staff portal: where employees ask

An employee logs in with a normal account and is matched to their own record by work email. They see the company card, their own details and leave balance, a help desk that answers from the handbook, two forms, and their own questions and leave requests. Private matters go to a named person, never to the software.

Staff portal: where employees ask
The Staff Portal. Company card, Your details, the HR Helpdesk chat, Ask a person and Request leave forms, your questions and your leave.
Ask the HR Helpdesk

"How many days of parental leave do I get?" is answered from the handbook with the section named. A grievance is not answered; the helpdesk says who to contact.

Request leave

Type, dates, note. The employee's name is filled in. The request appears on the desk with a recommendation within a minute.

What they never see

Other people's requests, salaries, or anything outside their own record.

The staff portal, lower half

Staff portal: your questions and your leave

Every question and leave request the employee raised, with its status, so nobody has to email HR to ask "did you get my request?".

Staff portal: your questions and your leave
Your questions and Your leave on the staff portal, filtered to the signed-in employee.
The forms

Forms are short and the name is filled in for you

Forms open in a small window. The employee is filled in from whoever is logged in, so nobody can request leave for a colleague. HR's own forms are the same: short, and they start the right agent when saved.

Request leave from the staff portal. Employee is locked to the signed-in person.
Add a starter from the People page. Saving it writes the onboarding plan.
The coordinator

Maya, HR Operations Coordinator

Maya is a software colleague you can chat with. Maya knows which agent to use for what, reads and writes the seven HR tables, keeps the HRIS mirror in step, and turns a sentence into a plan you approve before it runs.

Maya, HR Operations Coordinator

Runs the queue. Makes sure every question got an answer, every starter a plan, every leaver a checklist, every change a letter. Reads the HRIS and, with your approval, updates it. Tools: HRIS (BambooHR through StackOne), Gmail, Google Calendar, Slack, Turtle Notify, PDF, Google Drive.

Example. You type "What needs a decision today?" Maya reads the tables and replies: "Three questions need a person (one is pay). Two leave requests are waiting: Omar's is recommended, Grace's is flagged for balance. Two documents are overdue. Want me to draft the reminders?"

What talking to Maya looks like

You typed a question. Maya read the Leave Requests and HR Requests tables and answered in the chat, naming each item. Reading is allowed on its own; anything that sends or changes the HR system stops for your approval.

Maya's page after "What needs a decision today?": three leave requests and six staff questions, each named with its status, straight from the tables.
The 7 agents · 1 of 2

Questions, leave and paperwork

An agent does one job. It starts when something new arrives, on a schedule, or when Maya asks it. It reads your tables and your handbook, writes its result into the record, and stops. No agent ever sends anything.

Question Answerer

Reads a staff question and answers it from the handbook only, naming the section. If the question is about a grievance, health, pay or immigration, it writes "needs a person" and stops.

Example. Omar asks "How many days of paternity leave do I get?" The draft says: "Two weeks, paid, in one block within eight weeks of the birth. Handbook section 6.3." HR reads it and clicks Send reply.

Leave Reviewer

Reads a leave request, the person's balance, the policy for that leave type, and who else in the team is already off. Recommends Approve or Flag, with one sentence why. It never approves.

Example. Grace asks for 15 days. Her balance is 6. The reviewer writes: "Flag. Balance is 6; this needs 15. Ask whether two of the weeks are remote work rather than leave."

Onboarding Planner

Turns a new starter into a dated checklist, a day-one schedule and a welcome email draft, using your own onboarding checklist from the playbook.

Example. Mei starts on 5 October, remote. The plan lists laptop by 28 September, accounts by 2 October, a video welcome at 9:30 on day one, and a buddy lunch on Thursday. The calendar invites wait for your approval.

Leaving Checklist Builder

Turns a notice into a dated checklist: access to remove, equipment to collect, final pay notes, and a reference letter. If the reason is a dismissal or redundancy, it writes no letters and asks for a legal review.

Example. Luca's contract ends 31 October. The checklist says: laptop back by 30 October, accounts off on the last day, final invoice note for payroll, reference letter drafted.
The 7 agents · 2 of 2

Documents, letters and the Monday numbers

The jobs that get forgotten when the week is busy: the visa that expires next month, the letter that confirms a pay rise, the numbers the leadership team asks for on Monday.

Document Expiry Watcher

Every weekday morning it checks every document with an expiry date, moves it into the 60-day or 30-day window, marks overdue ones, and drafts the reminder for each.

Example. "Omar's visa expires on 20 November: due in 60 days, reminder drafted. Grace's policy acknowledgement was due 1 August: overdue."

Change Letter Writer

Writes the letter that confirms a promotion, a pay change, a new role or a new manager, and lists exactly what to change in the HR system and what to tell payroll.

Example. Chloe returns from parental leave on four days a week. The letter confirms the new pattern from 2 November; the note to payroll says pro rata from the November run.

Monday Report

Every Monday it counts headcount, starters and leavers, open questions, leave waiting, and documents expiring this month, and emails the three decisions the week needs to the HR lead.

Example. "12 people. 2 starters this month, 1 leaver. 3 questions need a person. Decide this week: Omar's visa renewal, Grace's leave, Luca's contract extension."
The help desk

The HR Helpdesk, on the staff portal

The help desk is a chat on the staff portal. It answers policy and leave questions from the handbook and says which section it used. Anything sensitive, it hands to a person.

HR Helpdesk

An HR manager routes the question to a policy specialist or a leave and benefits specialist. Answers come from the handbook only. Grievances, health, pay and immigration are never answered; the desk names the HR contact instead.

Example. An employee asks "Can I carry over unused holiday?" Answer: "Up to five days, if you ask before 1 December. Handbook section 6.2." Another asks about a grievance. Answer: "This needs a person. Contact your HR business partner; here is how."
Your data

7 tables

Tables are where everything is stored. They look like spreadsheets and your team can open and edit them at any time. The Employees table is a mirror of your HRIS; edit the HRIS and Maya keeps the mirror in step.

TableWhat is in itStages
EmployeesOne row per current employee: name, work email, title, department, manager, location, start date, leave balance.Active · On leave · Notice period · Left
HR RequestsEvery question from staff, with the drafted answer.New · Drafted · Needs a person · Sent · Closed
Leave RequestsEvery leave request with the reviewer's recommendation.Requested · Recommended · Flagged · Approved · Declined · Cancelled
OnboardingOne row per starter with the plan and the checklist.Signed → Pre-boarding → Week 1 → 30 · 60 · 90 days → Complete
OffboardingOne row per leaver with the checklist.Notice given → Handover → Last day → Access revoked → Final pay → Closed
People ChangesPromotions, pay, role and manager changes, with the letter.Requested → Letter drafted → Approved → Applied in HRIS → Closed
DocumentsEvery document with an expiry date and the drafted reminder.Valid · Due in 60 days · Due in 30 days · Overdue · Renewed · Not required
Your playbook and tools

The software knows nothing about your company except what the tables and two documents tell it.

Employee Handbook and Policies, and the HR Ops Playbook

Two knowledge bases. The handbook is your policies as written; every answer the desk gives comes from it and names the section. The playbook is your own checklists: onboarding, offboarding, and how letters are written. Replace the starter text in both with your own documents.

Example. Add "remote starters get their laptop shipped a week before day one" to the playbook, and every onboarding plan for a remote starter puts the laptop order a week earlier.

Tools connected at setup

HRIS (BambooHR through StackOne)GmailGoogle CalendarSlackGoogle Drive and PDFTurtle Notify

  • HRIS (BambooHR through StackOne). Maya reads employee records and, after you approve, updates them. Swap for another HRIS at install.
  • Gmail. Sending the replies, reminders and letters you approve.
  • Google Calendar. Day-one schedules and probation reviews, sent after you approve.
  • Slack. Questions asked in Slack land in the desk like any other.
  • Google Drive and PDF. Filing letters and reading uploaded documents.
  • Turtle Notify. Built in. Sends the Monday report to the HR lead by email. Nothing to set up.

The desk uses whichever AI model your company has already connected. You do not choose or manage a model for each agent.

When things run

The weekly timetable

Everything that runs on arrival is on from day one. The two schedules are off until you switch them on from the desk.

AutomationAgentWhenShips
Answer a questionQuestion AnswererThe moment a question arrivesOn
Review a leave requestLeave ReviewerThe moment a request arrivesOn
Build the onboarding planOnboarding PlannerThe moment a starter is addedOn
Build the leaving checklistLeaving Checklist BuilderThe moment a notice is recordedOn
Draft the change letterChange Letter WriterThe moment a change is raisedOn
Check document expiriesDocument Expiry WatcherWeekdays 08:00Off until you switch it on
Monday reportMonday ReportMonday 08:00Off until you switch it on

Buttons on the desk run agents too. "Re-draft" runs the question answerer again; "Remind again" runs the expiry watcher for one document.

How approvals work

A person is always between the software and the outside world

Three things always need a person. The software stops and waits at each one.

1 · Buttons on the desk

Send reply, Approve or Decline leave, Approve a people change, Mark renewed. These are the decisions and only a person can press them. The software can draft a reply; it cannot send it. It can recommend leave; it cannot approve it.

2 · Sending or changing anything

When an agent or Maya wants to send an email, a calendar invite, or change a record in the HR system, it stops. The exact message or change appears in Approvals. You read it, fix anything wrong, and click Approve or Deny.

3 · Plans

When you give Maya a task, Maya writes a plan and shows it first. Approve and run, change it, or cancel.

Approvals
The Approvals page for the HR workspace. Maya wants to email Omar the paternity leave answer. You see who it goes to, the subject and the full text before you approve.
Who approves. Owners and admins, by default. A waiting message expires unsent after 24 hours, and the admins are reminded after 4. An approver going on holiday can hand their queue to a colleague, and every decision made that way records both names. Every approval is written to the audit trail with the name, the time and the message as approved.
Rules the software must follow

Six rules the pack sets, and the built-in ones

A rule is checked before every single thing the software tries to do. The pack installs six rules of its own on top of the standard ones every workspace starts with. You can see them, switch them off, or add your own.

Nothing reaches an employee without a personNeeds a personEvery reply, reminder or letter waits for someone in HR to approve it.
Changes to the HR system need a personNeeds a personMaya can read the HRIS. Changing a record, a salary, a role or a balance waits for approval.
Nothing deletesNeverThe software cannot delete an employee record, a document, an email or a file.
No bulk export of employee dataNeverEmployee, pay and document data cannot be exported or downloaded in bulk.
Calendar invites need a personNeeds a personDay-one schedules and probation reviews are sent only after approval.
Reads of pay and immigration data are flaggedAlertsAny read of salary, visa or right-to-work data outside the daily check alerts the HR lead.
Built-in rules on topNeeds a personEvery workspace also starts with the standard rules: sending, deleting, changing permissions and payments need approval; bulk export is recorded.
The list of rules for the HR workspace. Each shows what it matches, what it does, and a switch.
The overview: active rules, alarms, anything waiting for review, and whether personal data masking is on.

Everything is recorded

For every run you can see which agent ran, why it ran, every step it took, and every rule that checked it. Passwords and card numbers are blanked out before anything is stored.

Audit trail
The audit trail for the HR workspace: an approval requested by Maya, a calendar invite waiting, an HR system change approved.

Spending limits

A monthly budget with a warning level and a hard stop. An agent that starts failing or costing more than usual is paused until someone looks.

Personal data

Personal details are masked in what the software reads and writes. Hidden instructions in emails and documents are neutralised. Every password and key is encrypted.

Sensitive matters

Grievances, disciplinary matters, harassment, health, pay and immigration are never answered by the software. They are routed to a named HR contact, every time.

Who can see what

The HR team sees the desk. Each employee sees only their own portal and their own records. Only owners and admins can change the layout.

What it saves

Hours back for a two-person HR team

These estimates assume a company of 150 staff with two people in HR: about 30 questions a week, 10 leave requests, 2 starters and 1 leaver a month, and 60 documents with expiry dates. "Before" is the time by hand; "after" is the reading and deciding that is left. Your numbers will differ. These are estimates, not measurements; after a month the audit trail gives you real figures.

JobAssumptionHours beforeHours afterWhat changes
Answering staff questions12 min each, 30 a week6.01.5The answer is drafted from the handbook. You read and send.
Reviewing leave requests10 min each, 10 a week1.70.5Balance, policy and team cover already checked.
Onboarding plans and day-one schedules3 h per starter, 2 a month1.50.4Checklist, schedule and welcome email written for you.
Leaving checklists and reference letters2.5 h per leaver, 1 a month0.60.2Checklist and letter drafted on the day notice is recorded.
Letters for pay and role changes45 min each, 4 a month0.80.2Letter and HRIS update list written for you.
Document expiry tracking2 h a week2.00.3Checked every morning with the reminder drafted.
The Monday report1.5 h a week1.50.2Written every Monday.
Total per week14.13.3About 11 hours a week back. More than a full day for a two-person team.

Faster answers

Staff get a correct answer the same day, with the handbook section named, instead of waiting for the HR inbox.

Nothing expires unnoticed

A visa that lapses is a legal problem. The daily check leads with those.

Consistent letters

Every promotion and pay change letter reads the same way, from the same template, with the HRIS update listed.

Estimates, not measurements. After a month the audit trail gives you real figures.

Getting started

Live in an afternoon

Installing takes one click. The real work is putting your handbook in and switching schedules on.

1Install

Install the pack from the Solution Packs page. Connect your HRIS, Gmail and Google Calendar when asked.

2Handbook

Replace the starter text with your handbook and your onboarding and offboarding checklists. This is what makes the answers yours.

3People

Let Maya pull the employee list from the HRIS, or paste it in. Check work emails: they are how staff are matched to their record.

4Portal

Share the staff portal with the organisation. Every employee can now ask a question or request leave.

5First week

Work from the Desk page. Switch on the document check first. Approve replies from the desk.

6Then

Switch on the Monday report and let the help desk take the questions that used to be emails.

Pricing

Included on every plan

You pay for the platform, not per desk. The plan sets how many agents, employees and workspaces you can run; every desk is included, and runs are billed on your own model key at cost. 7 agents in this desk count against the plan's agent limit.

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