Before initiating an Onboarding process, you need to add the new joiner/employee's name to the Onboarding dashboard. To do so, you will have three (3) methods to proceed.

Method #1 : Create a new profile directly at the Onboarding page

Method #2 : Choose "Yes" to add to the Onboarding process when creating profile at HR Lounge

Method #3 : Add existing profile to the Onboarding page


After you have added an employee to the Onboarding page, then you can start initiating the process.


Method #1 :  Create a new profile directly at the Onboarding page

Login to your BrioHR account:


1. Go to HR Lounge.


2. Navigate to Onboarding.



You’ll be directed to the Onboarding Dashboard page


3. Click on Add new joiner.




A pop-out template will appear.


4. Fill in necessary details in Add new joiner template. Click Submit to create a new employee profile





Method #2 : Choose "Yes" to add to the Onboarding process when creating profile at HR Lounge


1. Go to HR Lounge.


2. Click +Add employee button



A pop-out option prompting you with a message "Does this new employee require onboarding?" will appear. 


3. Click Yes button to proceed. This will add the new joiner's name directly to the Onboarding page upon creation.



Method #3 : Add existing profile to the Onboarding page
 

1. Go to HR Lounge.


2. Go to the Employee List table



3. Search the employee's name. Click the 3 dots icon and select Start Onboarding.

This will send the employee's name to the Onboarding page.