Onboarding - onboard a new employee

To create a new onboarding, you must have either Admin or Manager access.

From your main Admin dashboard, click on Onboarding on the left-hand side and then on "+ New onboarding".

A modal will then appear, where you can choose the Employee that you wish to onboard, and then their position and Manager will auto-fill from the position that you have added to the People tab when you initially created the Employee.

Next, you can choose whether or not you wish to use one or more of your templates:

Click "Create draft", then you can begin!

Onboardings consist of five main features - Preboarding, Tasks, Messages, and Documents.

This feature allows your new hire to complete their profile, read documents, and fill out forms before they join. You can find out more on this here.

Using this feature, you can assign Tasks to any Employee on your platform. You can decide the task name, description, date, and assignee, and the assignee will receive a notification email to complete the task.

The task will be visible on the onboardee's onboarding page, the Employee portal for that user, and the main Dashboard for all Admins and Managers. You can easily track the progress of the onboarding by seeing the status bar here:

In this section, you will be able to add one of the forms that you have created in your Settings, which you can find more about here. You will decide which email to send the email to, the form, and the sending date.

If the Send Date on the form is before the employee's Start Date, the Form will show in the Preboarding portal. If not, it will be sent separately as an email.

The Messages feature can be used to schedule emails from one of your users to the new Employee's personal or work email address. Similar to Tasks, Messages can be triggered to be sent immediately, before, on, or after the Employee's Start Date that is registered in their profile.

You can edit the appearance of the message using the various editing tools available in the feature.

This is a great way to welcome new starters to the company!

If you have enabled approvals for any of your documents, then they will be part of the Onboarding. If you have ticked the box for "Show during pre-boarding", then the document will also appear within the pre-boarding portal for the new hire and they can review the document then.

Once you're happy with the onboarding draft, click the "Start onboarding" button, and then the Onboardee will move to the "Active" status on your Onboarding page. This will assign the tasks you have created.

When you open the Onboarding, you will see a progress bar along the top, as well as the details of the onboarding:

At the top, you will also find the Onboardee chat. Here, the Onboarding team can discuss the details of the onboarding. The team will receive a notification for each message sent in the chat.

Finally, when you're finished with the onboarding, you can click on the 3 dots in the top-right corner, and click Archive.

To speed this process up, you can create an unlimited number of templates with Tasks, Messages, and Forms that you can use for future onboardings.

Good luck! 🚀