People & everyday HR
Prepare and complete onboarding
Connect the new employee, their tasks, and the people supporting them.
For admins, managers, employees
Before you start
Confirm the correct employee record and the onboarding process your company uses.
What to do
- Review the employee details needed for the onboarding process.
- Assign or open the appropriate tasks and their responsible people.
- Complete the requested information and document steps through the available portal or workspace.
- Review task status and follow up with the responsible owner where something is incomplete.
If something is not right
An uploaded document is not necessarily a completed signature workflow. Check the specific task or document status before marking the wider process complete.
Available controls can vary with your role, plan, workspace configuration, and connected providers. These guides do not change your company's policies.