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06
Talent High business impact

Onboarding

Structured new-hire checklists

the problem

New hires face confusion from unstructured onboarding — missed IT setup, no clear ownership of tasks, and slow ramp-up to productivity.

the solution

Template-driven onboarding tasks with owners and due-day offsets, generated automatically from the join date and tracked to completion.

business impact / growth model

How this module moves the business

impact level

High

mechanism

Starting a process against an employee + template auto-generates the full task list with computed due dates and owner notifications — no manual checklist creation per hire.

metric moved

New-hire ramp time and early attrition

workflow / step-by-step

How Onboarding works

01
Task management
Define individual onboarding tasks — e.g. "Sign NDA", "IT Equipment Setup", "Welcome Meeting" — with a responsible party and due-day offset from join date.
02
Templates
Group tasks into reusable templates per role/department, e.g. "Engineer Onboarding", "Sales Onboarding".
03
Start process
Select the new hire and a template; the system generates a task list with computed due dates and assigns tasks to owners with notifications.
04
Active processes
View all in-progress onboarding runs, filterable by employee, template, or completion status.
05
Tasks
Per-task management — mark complete, reassign, add notes, and track completion % per process.
06
Dashboard
In-progress count, overdue tasks, and completion rate analytics.

sub-modules in this workflow

Task management Onboarding templates Start process Active processes Task tracking Onboarding dashboard

cross-module integration

Connected modules

05
Recruitment
Vacancy to hire, fully tracked
02
People Management
Centralised employee directory & profiles
09
Training
Programs, sessions & assessments
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