Onboarding a New Employee

Starting the Onboarding Process

To begin onboarding a new employee:

1. Go to Onboarding in the Main Menu.
2. Click Onboard New Employee.

Step 1 – Select the Employee

• Choose the employee you want to onboard from the dropdown list.

• The employee must already exist in your account.

• If they are not yet added in Staff™, click the gear icon next to the dropdown and complete the mandatory fields (highlighted in blue) to create their profile.

Step 2 – Set the Start Date and Time

• The start date will automatically populate based on the hire date you entered when creating the user.

• If needed, adjust the date.

• Select the time they should start on their first day.

Step 3 – Add the Email Address

• Enter the email address where the onboarding welcome email will be sent.

• If the new hire doesn’t yet have access to their company email, you can use their personal email.

Step 4 – Choose the Onboarding Template

• Select the template you want to use for the new hire’s onboarding plan.

• To create a new template, click the gear icon.

Step 5 – Review and Confirm

• Review the employee’s details, selected onboarding plan, and preview the onboarding email.

• If your onboarding template includes tasks requiring user-specific documents (such as offer letters or contracts):

  • You’ll see a red exclamation mark beside those tasks.

  • Attach the required document by either:

    • Selecting a file already uploaded to their User Profile, or

    • Uploading a new file from your computer.

Once everything looks correct, click Confirm.

✅ What Happens Next

• The new hire will receive their onboarding email and can begin completing their tasks.
• Task owners will receive an email notification that a task has been assigned to them.