Employee onboarding
Onboarding programs with tasks and deadlines
Create one program before the employee starts. Assign separate steps to the new hire, manager, buddy, and IT, then review progress and overdue actions.
Role-based stepsDates from start datePreview before launchProgress for managers
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Kate EllisAdministratorProgramme · Employee onboarding
First 30 days, Anna
4 of 7 steps
How an onboarding program works
- 1
Build the program
Add tasks, courses, meetings, owners, and deadlines relative to the employee's start date.
- 2
Preview the route
Select an employee and verify real dates, participants, and dependencies before launch.
- 3
Launch for the employee
Each participant receives only their own steps when they open.
- 4
Review progress
HR and permitted managers see the current stage, overdue actions, blocker, and next step.
Onboarding program features
Program builder
Combine tasks, courses, meetings, and confirmation steps in one ordered program.
Several participant roles
Assign work to the new hire, manager, buddy, IT, or another responsible employee.
Relative deadlines
Calculate dates from the employee's start date or from the opening of a previous step.
Manager progress view
Show stage, overdue items, blocker, and the manager's own pending action without exposing learning scores.
Frequently asked questions
Yes. Create separate templates and assign the relevant one by role, department, or employee.
Related workflows
Build an onboarding program
Create a workspace and preview the first program on a selected employee.