How candidates enter pre-onboarding: automatically, the moment a candidate is moved to Hired in recruitment, or manually added by HR/Admin.
Pre-onboarding: assign a template, and the candidate gets secure access to complete tasks, upload documents, and sign their offer letter, without needing a full account yet. Access works three ways: a signed link, a PIN, or an OTP, whichever fits your security needs.
The handoff to onboarding: once pre-onboarding tasks are done, HR reviews and clicks Complete & Create Employee. Everything, documents, progress, history, carries over to the new employee record, nothing gets re-entered.
Assigning onboarding templates: select one or more employees and assign the right template, tasks get created automatically from it.
Tracking progress: see completion percentage per employee, filter by department or status, and by default the list only shows people actively onboarding, not everyone who's ever finished, so you're looking at who needs attention right now.
What new hires see: their own checklist under My Onboarding, action tasks as checkboxes and document tasks as file uploads, with an overall progress percentage.
Bulk operations: assign a template, move phase, or send reminders to multiple people at once, real tooling for running onboarding at volume, not just one record at a time.