# 90-day HR modernization plan

Kadroflow editorial team — 11 October 2026  
Companion: https://kadroflow.com/blog/modernize-hr-department

Use this worksheet with a cross-functional team. Do not enter candidate or employee personal data in the planning copy.

## Days 1–30 — understand the operating flow

- [ ] Choose one workflow with a clear start and finish.
- [ ] List every trigger, decision, record, message and handoff.
- [ ] Name the authoritative record for each object.
- [ ] Name the owner and expected completion time for each step.
- [ ] Mark duplicate entry and private approvals.
- [ ] Document the purpose and retention rule for every personal-data field.
- [ ] Remove fields that have no necessary purpose.

## Days 31–60 — configure and test

- [ ] Configure roles and test a user who should be denied access.
- [ ] Build one complete workflow before expanding scope.
- [ ] Use fictional data for configuration and failure testing.
- [ ] Test missing evidence, overdue work and a withdrawn candidate.
- [ ] Test how a person corrects an inaccurate record or AI output.
- [ ] Confirm the next reviewer can see the correction.

## Days 61–90 — pilot and measure

- [ ] Pilot with one team or role.
- [ ] Define each metric’s events, exclusions, period and owner.
- [ ] Review active records without an owner or next action.
- [ ] Observe a new manager completing the workflow without private coaching.
- [ ] Record support requests and changes required before expansion.
- [ ] Approve, postpone or narrow rollout against written acceptance criteria.

## Decision record

Workflow:

Implementation owner:

Pilot group:

Acceptance criteria:

Unresolved privacy or security questions:

Decision and date: