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The onboarding journey begins in pre-onboarding and seamlessly transitions to onboarding. Here's how the complete flow works:

How Candidates Enter Pre-Onboarding Candidates enter pre-onboarding in two ways:

1. Automatically from Recruitment: When a candidate is moved to "Hired" status in the recruitment pipeline, they automatically appear in Pre-Onboarding > Candidates
2. Manually Added: An administrator or HR specialist can manually add candidates to pre-onboarding using the "Add Candidate" button

Pre-Onboarding Phase

1. Navigate to Pre-Onboarding > Candidates
2. Assign a pre-onboarding template to candidates
3. Candidates receive a secure link to complete tasks, upload documents, and sign offer letters
4. Track progress: By default, the list shows only "Active" candidates (Not Started and In Progress). Completed and cancelled candidates are hidden unless explicitly selected in the status filter
5. Documents uploaded during pre-onboarding are automatically preserved

Transitioning to Onboarding

1. Once pre-onboarding tasks are complete, HR reviews and approves
2. Click "Complete & Create Employee" to finalize pre-onboarding
3. The candidate automatically transitions to onboarding
4. All documents and progress from pre-onboarding are preserved and linked to the employee
5. The employee now appears in Onboarding > Employees

Assigning Templates in Onboarding

1. Navigate to Onboarding > Employees
2. Click "Assign Template" or use the 3-dot menu on an employee
3. Select one or more employees
4. Choose the appropriate onboarding template
5. Click "Assign"

The system will automatically create tasks for the employee based on the template.

Tracking Progress

• View all employees currently onboarding
• By default, the list shows only "Not Started" and "In Progress" employees. Completed employees are hidden unless explicitly selected in the status filter
• See completion percentage for each employee
• Monitor which tasks are completed, pending, or overdue
• Filter by department, status (multiselect), or search by name
• Access complete historical data for any employee across pre-onboarding, onboarding, and offboarding phases

Employee View

• New hires see their onboarding checklist on "My Onboarding"
• Tasks are organized by type: Action tasks (checkboxes) and Document tasks (file uploads)
• Document tasks automatically render file input fields
• Employees can mark their tasks as complete
• System tracks overall progress percentage
• Once a document is uploaded, employees can view it and change it if needed

Supporting New Hires

• Manager Actions: Complete manager-assigned tasks promptly
• HR Actions: Ensure HR tasks (access, equipment) are done before day one
• Monitor Progress: Check in regularly on completion rates
• Provide Resources: Link to knowledge hub documents
• Move to Next Phase: Advance employees through onboarding phases when ready
• Document Management: Verify uploaded documents and mark them as verified

Bulk Operations

• Assign the same template to multiple employees at once
• Move multiple employees to the next onboarding phase
• Send reminders to multiple employees
• Track team-wide onboarding metrics

Status Filtering

• Use the multiselect status filter to view specific employee groups
• Default view shows "Not Started" and "In Progress" (excludes completed)
• Select "Completed" to view employees who have finished onboarding
• Filter combinations allow you to see exactly who needs attention

Best Practices

• Assign pre-onboarding templates as soon as a candidate accepts an offer
• Ensure manager and HR tasks are completed before the employee's start date
• Check progress regularly and provide support for stuck tasks
• Verify uploaded documents promptly
• Use status filters to focus on employees who need support
• Access historical data to understand an employee's complete journey
• Celebrate completion milestones to maintain engagement