What is the HR module?
It's Pilot's most complete module. Once your company grows past 10-15 people, this module becomes indispensable. It covers every stage of an employee's lifecycle: from the moment you see their CV until they leave.
Flow: recruit and hire
- Create the position in 'Positions' — description, requirements, salary range.
- Open a role in 'Recruiting' — sources (LinkedIn, referrals, your own page).
- Candidates enter 'Selection' as cards on a board.
- You move them between stages: Applied → Pre-screening → Interview → Finalist → Offer → Hired.
- The chosen candidate moves to 'Hiring' — the admin side (contract, onboarding paperwork, equipment).
- Once onboarded, they end up in 'Employees'.
The employee record
- Personal and contact details.
- Contract (type, salary, benefits, start date).
- Direct manager and department.
- Performance review history.
- Training taken and pending.
- Absences and time off (balance and taken).
- Attached documents (CV, signed contract, etc.).
Performance reviews
You set up review cycles (annual, semiannual). Each employee and their manager fill out a questionnaire. The results stay in the employee record and feed decisions on raises, promotions or departures.
Example: a full hire
You need to hire a UX designer.
- You create the 'Senior UX Designer' position with a salary range of ₡1.2M-1.6M.
- You open the role on LinkedIn + internal referrals.
- In 1 week, 15 candidates enter the Selection board.
- You and your team pre-filter them down to 5.
- You interview 3.
- You choose 1 and make an offer.
- They accept. They move to Hiring.
- You assign a laptop, access, a first-month mentor.
- Day 1: they join as an employee.
3 weeks, all tracked in HR. No parallel spreadsheets.
How it connects with other modules
How it connects: HR
Tips
- Keep employee records up to date — details, manager, department.
- Document difficult conversations in private notes — they protect both sides.
- Don't wait until year-end to review. Short conversations every 2-3 months work better.
- First-month onboarding defines retention. Invest there.
If something doesn't work
If something fails
I added a candidate but I don't see them on the board.
Check the stage where you left them and that they're on the right role. Refresh the page.
I can't see the salaries.
Only roles with explicit permission see compensation. Ask the admin to adjust your role if you need to see them.