Step 1 - Set up onboarding

Before you onboard an employee, make sure you have set up your onboarding process.

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Step 2 - Add employee

Show that the employee is either no longer an active employee. If they are still an active employee but soon won't be, you can set a termination date in the future.

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Step 3 - Assign onboarding tasks or work flow to new employee

Assign tasks that need to be completed by your new employee or by other employees them.

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Step 4 - Make employee / managers aware of their tasks

Pending tasks will show on employees' dashboards in Sage HR, however it is worth contacting them to remind them that they are there to be done.


Step 5 - Complete onboarding tasks

Pending tasks will show on employees' dashboards in Sage HR

The task shows the name of the employee whose Task this relates to, its description, its due date and the opportunity to complete the task.


Step 6 - Check status of onboarding tasks

Use the Onboarding report to keep track of onboarding tasks and check which tasks are have been completed and which still need to be done.

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