Platforms/PeopleOS · HR

HR shouldn’t be a reminder service.

Surveys, notices, check-ins, deadlines. Your HR team spends its week chasing people from a spreadsheet. PeopleOS knows who everyone is, what they owe and when, and does the chasing for you.

One rule
Audience
Send
Track
Nudge
Escalate
Report
01 / One HR partner, one deadlineFlip the switch

“Everyone completes the pulse survey by Friday.”

One simple ask, repeated every quarter. Here is what it takes to get there with lists and inboxes, and then inside PeopleOS.

4Tools touched
2Lists kept by hand
HR + managersPeople chasing
01

Build the list

Export employees from the ERP and filter out leavers and people on leave in a spreadsheet. The list is out of date by Wednesday.

ERP exportExcel
You
02

Send the first reminder

Paste the addresses into an email and post the same message in Teams channels.

OutlookTeams
You
03

Work out who hasn't responded

Download responses and cross-check them against the list with a lookup.

Survey toolExcel
You
04

Chase again, one by one

Individual messages to non-responders. Some are on leave; some left last month.

TeamsOutlook
You
05

Ask managers to chase

Send each manager their team's names over chat. Some follow up, some don't.

Teams
You + managers
06

Report by hand

Friday: count completion per team in a new sheet for leadership. It's already stale.

ExcelPowerPoint
You

Two spreadsheets, three rounds of messages and managers dragged in to chase. Next quarter, it starts again from zero.

02 / Set it onceA reminder rule, running live

Write the rule once. Stop chasing.

The audience comes straight from the live employee record, so joiners are included and leavers never get pinged. Only people who haven’t responded are nudged, and managers hear about it only when it matters.

Reminder rule● Active
ForQ3 Pulse Survey
AudienceAll active employeesExcl. on leaveSynced from employee record
ChannelsTeamsEmailNotice board
Cadence
Day 1 · sendDay 3 · nudgeDay 4 · managerDay 5 · report
Stop whenCompleted, or the person goes on leave
EscalateLine manager after 2 nudges
Live completionDay 1
0%
Mondaycompletion this cycle
Engineering0%
Delivery0%
Sales0%
Finance0%
People & Ops0%
Illustrative cycle · replays automatically
03 / More journeys in PeopleOSSame engine, every HR deadline

Every deadline HR used to chase.

The same rule engine runs every people process, on one employee record from hire to exit.

Journey · NoticesRead and acknowledgedPolicy updates on the central notice board, with acknowledgement tracked person by person.
Journey · PerformancePIP check-ins on timeImprovement plans run as a tracked process, with scheduled check-ins nobody forgets.
Journey · StaffingRequisitions that don’t stallStaffing requests are queued, routed for approval and nudged, not chased over chat.
Journey · OnboardingJoiners with complete filesDocuments and first-week tasks are requested and followed up until they’re done.
Journey · OfficeMeal counts before cut-offDaily food planning closes on time without a chat thread.
Journey · LearningCertifications before they lapseExpiry-driven reminders straight from the employee record, with training assigned before anything lapses.

Give HR back to people.

We’ll take your noisiest HR deadline and show you it running on a single rule.