Record the progress of your company's onboarding workflows and take action as needed. To get started, navigate to the Employees page and click the Onboarding tab.
📌 The Onboarding page is only visible to HR Admins and Standard members with direct reports; standard access members not managing anyone won't be able to view this page.
Onboarding statuses
According to the status of the onboarding process, each tab corresponds to one of the following:
- Pending: Newly hired draft employees will be displayed here in order to assign them to start their onboarding sometime in the future.
- Scheduled: All employees displayed here were assigned an onboarding workflow but this will start at a future date.
- In progress: All employees with an onboarding workflow in progress; workflow has started but not all tasks have been completed. A progress bar will show the percentage of tasks completed and a warning sign will appear when the start date is in the past or is approaching.
- Completed: All active employees who have completed all tasks of their onboarding. Inactive (offboarded) employees won't be included here.
- Incomplete: All employees who haven't completed all their onboarding tasks before their profile was published. Any completed tasks will be logged normally in their profile.
Starting onboarding
Prerequisite: Prior to starting employee onboarding, configure your onboarding workflows as an HR Admin.
HR Admins can begin the onboarding process for Pending employees by clicking Onboard. In the window that opens:
- Select the profile template you would like to use for this employee (the default employee profile template will be selected by default).
- Select the onboarding workflow you would like to use for this candidate.
- Select when the onboarding should be initiated - immediately or on a custom date.
- Select whether to automatically publish the profile and invite the member on their start date. It is advised to keep these settings enabled to avoid having to handle these tasks manually.
Note: Both actions of publishing and inviting the employee will occur at midnight on their start date. This allows you to onboard the employee on their first day if necessary. - Click Start onboarding, and the employee will be moved to Scheduled onboarding status.
Editing or stopping onboarding
HR admins can perform specific actions for each employee under the three dots menu.
Edit onboarding (available for Scheduled employees)
Select a different onboarding workflow and/or change when is the onboarding workflow to begin for this employee.
Stop onboarding (available for Scheduled & In progress employees)
Stop an onboarding workflow that has started (In progress) or remove it from the scheduled list. Upon taking this action, the employee will be moved to Pending onboarding status if their start date has not passed yet.
If the employee's start date has already passed, you will see a message informing you that you cannot initiate a new onboarding process if you cancel the current one.
FAQs
- Who can view the Onboarding page?
- The Onboarding page is only visible to HR Admins and Standard members with direct reports; standard access members not managing anyone won't be able to view this page.
- Which employees will be visible under the Pending tab?
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Employees ready to be onboarded will be visible under the Pending tab only if the employee profile is Draft.