Onboarding · How-to
Start onboarding for a new hire
Give someone a checklist by hand, or let every new employee record get one automatically.
Start one by hand
On Onboarding, press “Start checklist”. Under “Employee”, search for the person by name; people who have left are not offered. Choose a “Template”, or leave it on “Default template”, then press “Start checklist”. The button is there only for a role that can create in Onboarding.
Check the start date
Each task's due date is counted from the start date on the employee's record, and a checklist keeps the dates it started with. Enter the right start date when you add the employee.
Start them automatically
Press “Automations” and switch on “Onboarding checklist”; the change saves at once. From then on, every new employee record gets a checklist straight away, whether you add it on People or from Settings › Members, or it is created by hiring a candidate in Recruitment.
Choose the default template
In the same dialog, pick the “Default template”. With none picked, the template you created first is used.
Common questions
- What if there is no template?
No checklist can start. By hand you see an error; with the automation, the new record simply gets none, so start theirs by hand once a template exists.
- Can I start onboarding on the phone?
Yes: Onboarding shows In progress and All, each with how much is done. “Start a checklist” takes a person who has not been offboarded and a template; due dates count from their start date.
Read next
Build an onboarding template
List the tasks a new hire's checklist starts with and when each is due, counted from their start date.
Tick off onboarding tasks
Open a new hire's checklist, tick tasks as they are done, and let the checklist finish itself.
Add an employee
Create an employee record with their job details and start date, so time off, onboarding and payroll can use it.
Invite people to your workspace
Send email invitations, choose each newcomer’s role and teams before they join, and see or revoke the invitations still waiting.
More in Onboarding
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