1. Overview
  2. HR & Internal Management
  3. Employee Lifecycle
  4. Complete Hiring to Exit Process at Cashkr

Complete Hiring to Exit Process at Cashkr

📂 Category: Human Resources

📁 Subcategory: Employee Lifecycle

📝 SOP Title: Complete Hiring to Exit Process at Cashkr

🎯 Objective:

To ensure a smooth, structured, and transparent employee journey from hiring to exit, covering all essential steps and responsibilities.

📘 SECTION A: HIRING PROCESS

✅ Step 1: Raise Hiring Request

  • Who: Department Head or CEO

  • How: Send request via Slack or Email

  • Reviewed By: HR

  • Note: Clearly state whether it’s a backfill or a new role

  • Tracking Tool: Hiring Tracker (Google Sheets)

✅ Step 2: Prepare Job Description (JD)

  • Created By: HR in collaboration with Department Head

  • Includes: Role, responsibilities, qualifications, experience, location

  • Approved By: CEO

  • Storage: Google Drive → HR → JDs

✅ Step 3: Sourcing & Shortlisting

  • Responsibility: HR

  • Channels: WorkIndia or other platforms

  • Filter Criteria: JD match, location, skills, experience

  • Tracker: Candidate Sourcing Sheet

✅ Step 4: Conduct Interviews

  • Rounds:

    1. Department Head Interview

    2. Final Interview by CEO

  • Mode: In-office or Zoom

  • Tracking: Updated in Hiring Tracker with feedback and status

✅ Step 5: Send Offer Letter

  • Created By: HR via Google Docs

  • Sent Via: Email (PDF)

  • Includes: Salary, designation, joining date, etc.

  • Signed Copy: Saved in Drive → HR → Offer Letters

✅ Step 6: Follow Up on Offer Acceptance

  • Followed Up By: HR via Email/Call

  • Timeline: Within 3 days of sending the offer

  • Reminders: Max 3 follow-ups

  • Status: Marked in Hiring Tracker

✅ Step 7: Send Pre-Joining Documents

  • Sent By: HR

  • Includes: ID Proof Form, Company Policy, NDA, HRMS Setup Form

  • Tool: Email (manual) + HRMS Onboarding (Petpooja)

✅ Step 8: Create Employee ID & System Accounts

✅ Step 9: Run Day 1 Induction

  • Conducted By: HR

  • Mode: In-office or Zoom (based on WFO/WFH)

  • Includes:

    • Team intro

    • Tool walkthrough

    • Policy briefing

    • Buddy assignment

  • Duration: Few hours

📘 SECTION B: EMPLOYMENT MONITORING & REVIEW

✅ Step 10: Setup Probation Period Review

  • Owner: Department Head

  • Duration: 3 months

  • Review Method: Google Form

  • Approval: Finalized by CEO

  • Tracking: Employee Performance Sheet

✅ Step 11: Issue Official Letters

  • Types: Salary Slips, Experience Letters, Relieving Letters

  • Generated On: Canva or Docs

  • Storage: Google Drive

  • Delivery: Email

✅ Step 12: Run Monthly/Quarterly Reviews

  • Owner: Department Head

  • Frequency: Monthly

  • Review Format: Google Sheets

  • Covers: Attendance, output, behavior, goals

✅ Step 13: Handle PIP (If Required)

  • Trigger: Performance issues, attendance, or behavior

  • Decision By: Department Head + HR + CEO

  • Duration: 30 Days

  • Type: Informal; tracked in Sheets

✅ Step 14: Anonymous Feedback Surveys

  • Conducted By: HR

  • Frequency: Quarterly

  • Tool: Google Form

  • Covers: Satisfaction, leadership, environment

📘 SECTION C: EXIT PROCESS

✅ Step 15: Submit Resignation

  • Submitted To: HR via Email

  • Notice Period: 30 Days

  • Acknowledgement: Sent by HR via Email

✅ Step 16: Conduct Exit Interview

  • Conducted By: CEO & HR

  • When: Last working day

  • Format: Verbal (currently no formal doc)

✅ Step 17: Process Final Settlement & Relieving

  • Owner: HR

  • Tool: Petpooja

  • Includes: Pending salary (no payout for earned leaves)

  • Timeline: Within 5 days of last working day

  • Sent Via: Email

✅ Step 18: Revoke System Access

  • Responsibility: HR

  • On: Last working day

  • Platforms: Email, Slack, Canva, HRMS, Notion, etc.

  • Note: Shared logins must also be reset

Last updated June 23, 2025
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