Onboarding overview and checklist

What this does

Onboarding tracks a hired employee's setup checklist, task ownership, due dates, and completion. The record is created when an accepted candidate is marked as hired; there is no separate Start Onboarding action. HR/Admin or another user with onboarding update access manages the checklist; managers have no separate onboarding-only action.

Steps

1. Open Onboarding, search for the employee or filter by Pending, In Progress, or Completed, then select the employee.
2. Users with onboarding update access can assign each task to an active employee, set its due date, and update its status to Pending, In Progress, Completed, or Not Applicable. Required tasks cannot be marked Not Applicable.
3. For a document task, select the employee's document and record its verification status. See Verify onboarding documents.
4. When all mandatory items are complete, select Complete Onboarding. Completed onboarding is read-only.

Result

The first checklist update changes Pending to In Progress. The employee record also shows task progress and history; Complete Onboarding changes the status to Completed and is blocked while mandatory items remain. See Troubleshooting & FAQ if completion is blocked.

Related/Next guide: Verify onboarding documents.