Skip to main content

Onboarding Plans

The Onboarding section helps you create structured onboarding programs for new employees.

An onboarding plan defines:

  • What new hires need to complete
  • Which organization it applies to
  • The status of the onboarding workflow
  • A description of the onboarding process

Where to Find It​

Go to:

Employees → Onboardings
Listing Number Series

You will see:

  • A list of onboarding plans (left side)
  • Plan details (right side)
  • "Add Onboarding" button

Step 1: Create a New Onboarding Plan​

If you have permission, click:

+ Add Onboarding
Listing Number Series

Step 2: Fill Basic Details​

You must complete the following fields:

Listing Number Series

Name (Required)​

This is the title of the onboarding plan.

Examples:

  • IT Department Onboarding
  • Sales Executive Onboarding
  • Remote Employee Onboarding

Keep the name clear and descriptive.

Organization (Required)​

Select the organization where this onboarding plan applies.

This ensures:

  • The plan is linked correctly
  • It appears only for relevant employees

Status (Required)​

Choose:

  • Active → Plan can be used
  • Inactive → Plan cannot be assigned

Important: Only Active onboarding plans can be used for employees.

Explain what this onboarding plan includes.

Example:

  • HR documentation
  • IT setup
  • Training schedule
  • Compliance forms

You can:

  • Write it manually
  • Use the AI icon to generate a description automatically

Step 3: Save the Plan​

Click:

Save
Listing Number Series

If everything is valid:

  • The onboarding plan is created
  • It appears in the onboarding list
  • Details are shown on the right panel

Step 4: View Onboarding Details​

Click any onboarding plan from the list.

You will see:

  • Plan Name
  • Organization
  • Status
  • Description
Listing Number Series

This is the overview of the onboarding program.

Step 5: Edit an Onboarding Plan​

To edit:

  1. Select the onboarding plan
  2. Click Edit
Listing Number Series
  1. Update necessary details
Listing Number Series
  1. Click Save

You can update:

  • Name
  • Organization
  • Status
  • Description

When Should You Create Multiple Onboarding Plans?

Create different onboarding plans if:

  • Different departments have different processes
  • Remote employees have a separate onboarding flow
  • Different legal entities require different documentation
  • Contract employees follow a different process

Important Notes for First-Time Users

  • Always set the correct organization.
  • Only Active plans can be used.
  • Keep onboarding names simple and meaningful.
  • Use the description field to document the onboarding structure clearly.

Example Use Case

Example:

You are onboarding a new Software Developer.

Create:

Software Developer Onboarding

Include in description:

  • Laptop allocation
  • Git access
  • Project documentation
  • HR paperwork
  • Introduction meeting

Set status to:

Active

Now it is ready to be assigned to new hires.

Summary

The Onboarding section allows you to:

  • Create structured onboarding plans
  • Organize onboarding by organization
  • Maintain active/inactive plans
  • Keep onboarding processes standardized

This helps ensure every new employee has a smooth and consistent joining experience.