Getting Started with Onboarding

The Onboarding module in Expedo HR allows a company to create a set of requirements to correctly engage workers.

Workers will receive the relevant contracts, documents, information and a list of tasks to complete.

The requirements for an onboard can be defined uniquely for each onboard via the Onboarding Wizard process. This will require you to complete the following steps:

1. Select Employment Type & Contract
2. Select Position
3. Select Worker
4. Add Additional Documents
5. Select Induction Courses
6. Select Background Checks 

If you will need to onboard several workers with similar engagement details, you should first create a Position which will act as a template for the onboards.

Follow the relevant link to:

• Workers
• Positions
• Create a New Onboarding
• Review & Release Onboards
• Approving an Onboarding
• View & Edit Onboards
• Cancel an Onboarding
• Onboarding Email Log
• Onboarding Report

Please Note:

• You can view Onboarding Status to better understand the different states an Onboarding can be in during the process.

• You can view Onboarding Worker Experience to better understand what the workers will receive and work with during Onboarding.

   

Onboarding Workflow

To provide a visualisation of the onboarding workflow, key steps and typical user profiles, please note the below example.