When you have onboarding tasks, Sage HR shows the Your onboarding tab in the main menu.
This page helps you track your setup, tasks, and key information.
📌TIP: You can also access your onboarding page within the Sage HR mobile app.
What you see on the page
Your company profile
Shows your name and position
Lets you open your full profile
Lets you upload a photo or complete personal details
Useful resources
Your team
Shows your team and your direct manager.
Your onboarding mentor
Shows your onboarding mentor if you have one. This person is there if you have any questions about what to do. There's a contact button you can select to contact them.
Useful links
Links to your profile, team calendar, company directory, and organisation chart.
Onboarding checklist
Shows tasks you need to complete
Moves completed tasks to a separate section
Updates a progress bar as you complete tasks
When the page appears
The tab appears when you have onboarding tasks
The tab disappears after you complete all tasks
The tab returns if new tasks are assigned
Other ways to view tasks
Check the My tasks widget on your dashboard
Open the Onboarding tab in your profile
My onboarding section within the Sage HR mobile app, available via the mobile dashboard or Workspace > My onboarding