A new hire is onboarded by several people
Who is involved
| Role | What they do |
|---|---|
| HR specialist | Starts the journey and chases owners. |
| Manager | Completes manager tasks such as the first-week plan. |
| Employee | Completes their own tasks such as uploading documents and acknowledging policies. |
Step by step
- HR specialist
Starts an onboarding journey choosing the template, start date, manager and buddy.
What they see:The journey shows tasks with due dates.
- Employee
Opens their own onboarding journey and completes their tasks, such as uploading documents and acknowledging the handbook.
What they see:Their tasks complete and progress rises.
- Manager
Opens the journey and completes the manager tasks.
What they see:Manager tasks complete.
- HR specialist
Sees overdue tasks on the board and sends reminders to owners.
What they see:Task owners are reminded and the manager is nudged.
- HR specialist
Completes the journey.
What they see:The employee becomes active and payroll gets a pay contract.
Who is told what
Reminders go to each task owner, and managers get a single message naming new hires with overdue tasks.