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Employee onboarding

Use employee onboarding

Track the onboarding items, invitations and work-ready decision available for an employee.

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Last updated 21 Oct 2026

Employee onboarding keeps the available onboarding tasks and evidence connected to the employee record.

Steps

  1. Open Employees and select the employee.
  2. Open the available onboarding area and review the required items and their current status.
  3. Send an invitation or reminder only when the employee needs it.
  4. Review uploaded or completed items using the available approval, rejection or waiver action.
  5. Mark the employee work-ready only after the required onboarding information has been reviewed.

Important

Onboarding actions and login access are related but separate. Do not treat an invitation as evidence that required onboarding is complete.

Keep the decision evidence-based

Review each required onboarding item and its available evidence before approving, rejecting or waiving it. Mark an employee work-ready only when the workspace requirements have been met through the available workflow.

Invitation is not completion

A welcome email, reminder or sign-in does not complete onboarding. Use the onboarding status and item record to see what still needs a manager or employee action.

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Manage crews

Create and maintain crews so workforce planning can use the right group for scheduled work.

Add an employee

Create an employee profile and then manage access, crew membership and workforce details.

Manage employee availability

Maintain the standard working week and exceptions used when checking workforce availability.