HCM — Onboard a New Employee

Onboarding gives every new starter the same checklist, with real due dates, so nothing is missed in their first weeks.

Building a template

Only HR (HR managers and HR admins) can manage templates and assign onboarding.

1. Go to HCM → Onboarding and click New Template.
2. Give it a Name (for example Field engineer) and, optionally, a Department.
3. Add the Tasks: paperwork, equipment, accounts and access, training, introductions. For each one you can add details and a Due day, the number of days after the start date it's due (0 is the first day). Use the arrows to reorder tasks.
4. Click Save Template.

Editing a template only affects future assignments. Starters who already have the checklist keep their copy. A template that has been used can't be deleted.

Assigning onboarding to a starter

1. Click Assign Onboarding, or Assign next to a template on the Templates tab.
2. Pick the Template, search for the Employee and set their Start date.
3. Click Assign. Each task gets a due date counted from the start date.

A starter can't have the same template in progress twice.

Working through the checklist

Click a starter to open their checklist and tick tasks as they're done. Both HR and the starter can tick tasks. Each tick records when it was done.

• The onboarding completes itself when every task is ticked.
• HR can click Sign off to complete it early, even with tasks left.
• Remove deletes an assignment made by mistake.

Tracking progress

The Starters tab shows each starter's progress. The cards at the top filter the list: In progress, Tasks overdue (an unticked task is past its due date) and Completed.

Employees outside HR see only their own onboarding.

Combine onboarding with Skills to record qualifications, LMS / Training to assign required courses, and the starter's user account to grant the right access role.

Where to go next

• Understand the whole module → How HR & Payroll (HCM) Works
• Next in this module → How a New Hire Becomes a Paid Employee
• Add an Employee
• Run Payroll
• See where this fits in the bigger picture → How a New Hire Becomes a Paid Employee