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Onboarding

The Onboarding module provides a structured, template-driven process for bringing new hires from offer acceptance to being fully productive on day one.

When a candidate is hired, an onboarding workflow is created for them automatically based on the template assigned to their role or client. Each workflow is a personalised checklist of tasks — policy reviews, system access requests, equipment setup, training sessions — that must be completed by a combination of the new hire, their manager, and HR.

Key concepts​

Onboarding Template — a master checklist that defines what tasks need to happen for a given role, client, or LOB. Templates are created and managed by HR administrators.

Onboarding Workflow — a live instance of a template, specific to one employee. It tracks which tasks are done, by whom, and by when.

Task — a single action item in a workflow. Each task has an owner (HR, Manager, or Employee), a due date relative to the start date, and a completion state.

The onboarding view​

Navigate to Onboarding in the sidebar to see all active and completed workflows.

Onboarding list

Use the tabs to filter by:

  • All — every workflow regardless of status
  • Active — employees currently going through onboarding
  • Completed — successfully finished workflows

Each row shows:

  • Employee name, email, and job title
  • Template used
  • Task completion progress (done / total with a progress bar)
  • Current status
  • Start date and target completion date