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Set up onboarding

Organise your onboarding process for new starters.

Janice Bell avatar
Written by Janice Bell
Updated over a week ago

In Sage HR, you can automate your onboarding process by assigning a predefined task list to new employees.

Simply create a list of tasks and assign your onboarding tasks to your employees.

To improve your onboarding process, you can also automate the repetitive tasks across departments and replace them with digital processes that are triggered automatically at the right time.

Step 1 - Create onboarding task categories

Create categories to help manage your onboarding tasks.

Step 2 - Create onboarding tasks

Create tasks that need to be completed for when new hires start at your company.

Step 3 - Assign onboarding tasks

Once onboarding tasks have been created you can assign these tasks to existing employees.

Step 4 - Automate your onboarding

Create workflows to automate repetitive onboarding tasks.

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