The onboarding feature helps you welcome new employees, collect important information, and introduce them to the right people from day one.

To get started, head to Settings>Human resources>Onboarding form

then Click 'Configure'.

By default, the same onboarding process is used across your entire organisation.

If different locations need different onboarding content (for example, each location has its own HR contact), you can create a separate onboarding process for each location.

Note: If an employee works at multiple locations, they'll receive the onboarding process for their primary location.

The welcome message is the first thing new employees will see when they start onboarding.

Use this space to introduce your organisation, share any important information, and make your new starters feel welcome.

Choose the person employees should contact if they have any questions during onboarding.

Their contact details will be available throughout the onboarding process.

You can ask employees to upload documents as part of their onboarding, helping you collect everything you need before they start work.

For each document request, you can choose whether uploaded files are:

This is useful for collecting things like proof of identity, qualifications, licences, or any other documents you need from new starters.

You can also ask employees to review and sign documents during onboarding.

This is a simple way to make sure important documents are read and acknowledged before an employee starts work.

For example, you could request signatures for:

Including signature requests in your onboarding helps keep everything in one place and makes it easier to complete essential paperwork before an employee's first day.

You can add your own questions to collect extra information from new employees.

For example, you might ask about:

You can add as many questions as you need.

If you'd like employees to complete their onboarding within a certain timeframe, you can enable the Time Limit option and set a deadline.

At any time, you can click 'Preview' in the top-right corner to see exactly what your employees will experience.

You can use the People Data feature to ask employees to complete their personal and employment information as part of onboarding.

Choose which fields you'd like to include then click the 'Edit' option to set:

Available fields are grouped into:

If you mark a field as Required, employees must complete it before they can finish onboarding.