Onboarding Process

Ensure new hires have a smooth Day 1 experience with automated onboarding workflows.

Onboarding Overview

Onboarding in HRMGridSys is workflow-driven. You can create templates that automatically assign tasks to different departments (IT, HR, Admin) when a candidate is hired.

Creating an Onboarding Template

1. Navigate to Settings > Onboarding Settings.
2. Create a new "Track" (e.g., "Full-Time Engineering Onboarding").
3. Add Tasks:
   • IT: Create Email, Provision Laptop.
   • Admin: Issue ID Card, Assign Desk.
   • HR: Collect signed documents, Add to Payroll.

Initiating Onboarding

When you move a candidate to "Hired" in the Recruitment module, you will be prompted to start an onboarding process. Alternatively, you can start one manually from the Onboarding dashboard.

Candidate Portal

New hires get a secure link to a "Pre-boarding Portal" where they can:

• Fill out personal information forms.
• Upload ID proofs and certificates.
• Read the employee handbook before their start date.