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How to create a top-notch Onboarding Process

Applicable packages Leave Time HR Essentials HR Success

Required Roles Team Manager HR Manager Administrator ADU Manager

Use Appogee HR tools to create a slick Onboarding Process for your new starters. Check out the video for our top tips! 

Step 1: Define a Process

Use our Checklist feature to create an Onboarding Process so everyone involved in the onboarding process follows the same process every time. 

  • Create a Checklist Template with default items
  • Set it to run automatically so you don't forget 
  • Add notifications so everyone stays informed

Step 2: Configure ahead of time

Configure the Onboarding Portal on a Company level so you don't have too much to do when your new starter is hired. 

  • Set up Default Company messaging
  • Set up HR Welcome Message
  • Compile a list of Onboarding Requirements 
  • Ask for key documentation
  • Select company documents

Step 3: Make it friendly 

Ask that all employees have their Appogee HR accounts up to date, so the new starter can be introduced before day 1. 

  • Add to your 'About Me' section
  • Share teams with the new starter on the Onboarding Portal 
  • Ask the new starter to add to theirs 

Step 4: Resource the team 

Ask the new starter if they have any time-off planned before they start so you can effectively resource your growing team. 

  • Enable the Prebook leave feature
  • Leave Requests follow the normal approval process
  • Check the calendar to see their upcoming leave

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