HCM — Onboard a New Employee

Start onboarding

1. Go to HCM → Onboarding and start a checklist for the new starter.
2. Work through the tasks: paperwork, equipment, accounts/access, training, and introductions.
3. Assign owners and due dates to each task so nothing is missed.

Track progress

The checklist shows completion at a glance. Combine it with:

• Skills — record their qualifications
• LMS / Training — assign required courses
• User account — grant the right access role

Tips

• Build a standard template so every new starter gets a consistent experience.
• Tie equipment tasks to your inventory/assets so kit is tracked from day one.

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