Onboarding
Structured onboarding checklists that ensure every new hire has a consistent first experience.
Onboarding templates define the tasks and milestones that every new hire should complete in their first days and weeks. Templates can be assigned to new employees and tracked to completion, giving HR and managers full visibility into where each person is in the process.
Creating an Onboarding Template
- Go to People > Settings > Onboarding Templates > New Template
- Name the template (e.g., "Engineering Hire" or "Sales Hire")
- Add tasks with the following properties:
- Task name — Short, actionable description
- Description — Optional detail or instructions for the assignee
- Due offset — When the task is due relative to the hire date (e.g., "Day 1", "Week 1", "Day 30")
- Assignee — New employee, their manager, HR, or IT
You can have multiple templates for different teams, roles, or employment types.
Building an onboarding template with per-task assignees and due-date offsets in People Settings.
Assigning a Template
When creating a new employee or on an existing employee's detail page:
- Click Start Onboarding
- Select a template
- Confirm the hire date (used to calculate task due dates)
- All tasks are created automatically with computed due dates
Multiple templates can be run simultaneously for the same employee if needed (e.g., general + role-specific).
Tracking Progress
People > Onboarding shows all employees with active onboarding and their completion percentage. Overdue tasks are flagged in red.
Managers see their direct reports' onboarding status on the dashboard widget. HR admins see the full workspace view.
The onboarding board gives HR a real-time view of every active onboarding.
Task Types
| Type | Description |
|---|---|
| Check off | Simple acknowledgement — the assignee marks it done |
| Upload document | Employee uploads a file (stored on their record) |
| Sign form | Links to the Contracts module for e-signature |
| Complete survey | Links to the Surveys module for a structured form |
| Schedule meeting | Triggers a Scheduling module booking link |
Onboarding tasks appear in the assigned user's Inbox. Automations can trigger follow-up reminders for overdue items — configure these in Automations > Rules with the trigger "Onboarding task overdue".