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Onboarding Operations

Onboarding covers the handover from recruitment to employment - converting a successful candidate into an employee record and giving them access to the system.

Related pages

Pass Interview / Hire​

When a candidate is hired, you complete their employment details to create their employee record.

Information captured at this stage includes their salary, employment type, start date, department, and position.

Hire Employee

For the full path from candidate to employee, see Converting a Candidate to an Employee in Recruitment.

Invite Employee​

Once the employment details are set, invite the new employee so they can sign in.

  1. Generate the invitation for the new employee.
  2. Set their role, which determines what they can access.
  3. Send the invitation - the employee receives an email at their registered address.
  4. The employee follows the link to set up their account and sign in.

Invite Employee

tip

You can also send a registration link from Employees using Copy Link, and review what the employee submits under Link Requests. See Employee Management.

If the link no longer works

If the employee opens a link that doesn't exist, has already been used, has expired, or belongs to a business that is no longer available, the sign-up page explains which of these it is instead of showing a generic error. Send a new invitation if needed.

What happens next​

Once the employee has access, they work through the onboarding checklist configured for their position - signing documents, uploading files, acknowledging policies, and answering any additional questions.

Positions can have their own onboarding workflows. A new hire receives the workflow assigned to their position; positions without one use the Default workflow. Once the person starts onboarding, later workflow changes do not replace the checklist already assigned to them.

Set that checklist up in Onboarding Settings. Employees complete it from their profile, as described in Onboarding.