CUSTOMER STORY / TRINITY DENTAL CENTERS

The work behind
18 dental offices.
One place for it.

Every hire starts a story. Trinity is bringing the conversations, paperwork, and people behind that story together with OdyHR.

Read Trinity’s story
TRINITY DENTAL CENTERSHiring · Documents · Employee records

THE STORY

Hiring someone is the beginning
of a much longer job.

There are conversations to remember, interviews to arrange, forms to collect, and employee records to keep up with. Multiply that across 18 offices, and keeping the information organized becomes part of the work itself.

Trinity turned to OdyHR to bring that work together: a company job board, an organized hiring process, employee documents, and a shared place for managers to follow up.

CHAPTER 01

The challenge: the information existed, but it was spread out

Trinity’s earlier process relied on a mix of spreadsheets, paper forms, and file cabinets. Those tools held important information, but they made it harder to see the whole story in one place.

A résumé tells you about a candidate’s experience. It does not tell you what happened during the phone call, whether a working interview was scheduled, or what the manager wanted to discuss next. An employee file needs more than a name and a start date, too. It needs the paperwork and history that explain what happened along the way.

For a dental group with multiple offices, the challenge was keeping those pieces connected as different people handled different parts of the process.

CHAPTER 02

A hiring process that follows the conversation

OdyHR gives Trinity a company careers page and a place to organize the applications that come through it. Applicants can enter through Trinity’s own job board, while the team follows candidates through the hiring process inside its workspace.

The details between those steps matter just as much as the application.

Trinity’s HR team described a familiar routine: speak with a candidate, arrange a working interview, write down what was discussed, and come back later to add more notes. Those notes help the team pick up the conversation without starting over.

That everyday routine is central to the work on OdyHR. A candidate record should help a manager understand where things stand and what needs to happen next. The application, status, and follow-up belong together.

ApplicationPhone callWorking interviewFollow-up
CHAPTER 03

Paperwork belongs with the person

Once Trinity hires someone, the work shifts from reviewing a candidate to preparing an employee to join the company.

Trinity identified the documents it needs for that process: a completed employment application, I-9, W-4, direct deposit form, confidentiality agreement, and cell phone policy.

Each document has a purpose. Together, they form part of the employee’s record. Keeping track of what has been requested, what has been signed, and what still needs attention is a practical requirement for the HR team.

The document work on OdyHR connects signing requests with employee records. A controlled manual signing test demonstrated the complete path: a request was sent, the document was signed, and the completed PDF was saved privately against the employee record.

Trinity continues to handle payroll hiring in ADP. OdyHR’s role is to organize the surrounding HR work and documents, so the team can follow each part of the process without treating payroll setup and paperwork as the same task.

CHAPTER 04

Keeping the history after the hire

An employee’s file continues to grow after the first day.

Managers need somewhere to record training, keep policy acknowledgments, document performance conversations, and manage the steps involved when someone leaves. Trinity’s work with OdyHR extends into those areas because they are part of the same employee story.

The aim is straightforward: when a manager opens a record, the information should help them understand the person’s time with the company. What was completed? What was discussed? What still needs follow-up?

Clear records also give the company a better basis for reviewing its own decisions. Dates, documents, and notes are more useful than trying to reconstruct a conversation months later.

CHAPTER 05

Built around how Trinity’s team actually works

Trinity’s feedback has shaped more than the list of features.

The team has asked for clearer wording, simpler navigation, more understandable document statuses, and better explanations of what to do on each page. Those requests come from people trying to finish real work during a busy day.

That feedback matters. A manager should be able to find a candidate, understand a request, or check an employee’s paperwork without learning a new set of technical terms first.

The work on OdyHR is being guided by those practical needs, from the hiring conversation through the employee’s ongoing record.

CHAPTER 06

What this means for Trinity

Trinity now has a dedicated OdyHR workspace and a company careers page, with hiring and employee information organized around individual records. The work gives the team a common place to manage the details that previously lived across separate tools and paper files.

The next stage is completing and validating the automatic paperwork steps around hiring. That builds on the same principle behind the rest of the project: make the next action clear, keep the record connected, and help the team finish the work.

For Trinity, that is the value of OdyHR—having a place for the work that continues long after someone submits an application.

THE PEOPLE BEHIND THE PROCESS

Built around the work.
Shaped by the people doing it.

Trinity’s feedback continues to shape how OdyHR helps managers find information, follow up, and keep a clearer employee record.

Ruben Lopez signature
Ruben LopezTrinity Dental Centers

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