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Onboarding - onboard a new employee
Onboarding - onboard a new employee

A guide on how to create a new onboarding for your new starter by making a schedule of messages, tasks, and forms.

Adam de Lancey avatar
Written by Adam de Lancey
Updated over a week ago

To create a new onboarding, you need to 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 the templates that have been already created:

Click "Create draft", then you can begin!

Onboardings consist of three main features - Tasks, Questions, and Schedule.


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, on 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 see the questions included in the Form you have added as part of the "Schedule" in the next tab. Once created, you'll see the date it is scheduled for and the onboardee's response.


In the schedule tab, you have two options - Messages and forms. Here you will be able to create new messages and forms, as well as view the schedule of when they will be sent to the onboardee.


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!


This function allows you to send a Form that you have created on a specific day as part of the onboarding process. Note that you will need to create the form first, which you can find more about here.

Completing and tracking the onboarding

Once you're happy with the onboarding draft, click the "Start onboarding" button, and then the Onboardee will move to the "Active" status in your Onboarding page. If you click on the Onboarding, you will see a summary and status of the onboarding, as per below:

Additionally, in the Comments section, you can leave notes and chat with the onboarding team.

Finally, when you're finished with the onboarding, you can click on the name at the top of the onboarding, and then archive it.


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

Good luck! πŸš€

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