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Onboarding

What has to happen when somebody joins, and how far along each new joiner is.

Where

HR › HR Records › Joining & leaving › Onboarding

Who

Anyone allowed to see this screen.
1
Press + New checklist and list the steps: what has to happen, and within how many days.
2
Press + Start onboarding. Choose the person, the checklist and the joining date.
3
Under In progress, each joiner shows their checklist, each step with its date, how many steps are overdue and the share done. Mark a step when it is done.

The three figures at the top: Open onboarding, Steps past their date and Checklists. The checklists are listed at the bottom; Edit changes one.

Onboarding: the three figures, the joiners in progress and the checklists