Run employee onboarding from start to finish
Use onboarding to collect personal details, emergency contacts, tax information, documents, and completion status without chasing separate forms.
What onboarding should achieve
By the end of onboarding, the employee should be ready for scheduling and payroll. That means the core record, key documents, and operational details are complete enough to avoid manual follow-up.
Typical onboarding checklist
- Basic personal details and contact information.
- Address information.
- Emergency contact information.
- Bank and tax details where relevant.
- Immigration or right-to-work evidence if required.
- Compliance documents or certifications.
Recommended working method
- Create the employee record.
- Open onboarding and complete the required steps in order.
- Use the profile completeness view to identify missing information.
- Do not schedule the employee into live work until essential steps are complete.
Screenshot placeholder: capture the onboarding wizard with one incomplete step and one completed step visible. Recommended image size: 1600 x 1000.
Practical rollout advice
Use onboarding for all new joiners, even if they are known internally. A consistent process keeps records clean and gives HR one reliable view of completion status.
Hand-off after onboarding
Once onboarding is complete, move into contracts, pay setup, and membership checks so the employee can be scheduled and paid correctly.