01 · HR & Workforce

Employee Onboarding

A task and document workflow for preparing a new employee to join and begin work.

Joining an organisation creates tasks for several teams before the employee arrives. An onboarding workflow connects those responsibilities to the joining date. HR and managers can see whether documents, equipment and induction are ready instead of relying on separate messages to each department.

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02

What it manages

An onboarding plan can include joining details, required documents, equipment requests, account setup and induction tasks. Different owners handle HR, manager and IT steps. The aim is to make readiness visible without putting all private employee information into a shared checklist.

03

How it works in a business

HR starts the plan using the joining date and role. Tasks go to the responsible teams, while the employee supplies permitted information through an agreed channel. The manager checks outstanding steps before the first day and confirms completion after induction.

04

What SFn can customise

SFn can configure role-specific checklists, due dates and restricted document access. Employee directories, IT requests and a new-starter portal can connect to the process. Existing employee data should be migrated only where it is needed for the new workflow.

05

Related & next step

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