Steps
- Open Onboarding from the sidebar.
- Under Your tasks, do each step you've been given, then choose Mark done.
- Under Direct reports, open a new starter to see their steps and what's left.
HR Admins and System Admins see every new starter on the In progress tab instead of Direct reports.
What happens next
HR sees each step you mark done. If the pack sends reminders, HollyHR reminds you when a step is due or overdue. A new starter's own tasks are in their My onboarding.
If something goes wrong
You don't see Onboarding in the sidebar. It shows for Managers, HR Admins and System Admins. If people report to you, ask an HR Admin to give you the Manager role.
A new starter in your team isn't listed. They show once HR launches their onboarding and they report to you. Ask an HR Admin to check.