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.
