Set up a pack
- Open Onboarding and choose New pack. If you have no packs yet, you can choose Start with our suggested pack instead.
- Give the pack a Name, then add steps with Add task or Add document requirement. Give each task a title, choose the document for each document step, and set when each is due, such as One week before start.
- Choose Publish pack.
Launch it for a new starter
- Open Onboarding and choose Launch onboarding.
- Choose the New starter, their Start date and the Pack, and check the due dates it shows.
- Choose who owns any step that needs an owner, then choose Launch onboarding.
If the pack has a document to read, launching adds the new starter to it, with the document's own due rule counted from the day you launch. You don't need to share it with them in Documents first, but you do need to be able to manage Documents. If the document was stopped in Documents, launching tells you, and you can make a new pack with one that is still being asked for.
When you add a person, Start onboarding on their setup review opens the same launch.
What happens next
- The new starter sees their tasks in My onboarding. Each step's owner sees theirs under Your tasks on Onboarding, and their manager can follow along.
- The In progress tab shows how each new starter is getting on.
If something goes wrong
The pack isn't there when you launch. Only published packs can be launched. Choose Publish pack on it first.
It says the new starter needs a line manager who can sign in. A step in the pack is owned by their manager. Set who they report to on their Employment tab, and make sure that person can sign in.
The new starter isn't in the list. Add them first: open People and choose Add person.