Dashboard

Track onboarding progress.

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Add new employee

Create HR login

The activation link is valid for one-time use only and will expire after use. It is only for setting the new user's password; unused links expire after 3 days.

User Security

Enable or disable authenticator-app 2FA for individual accounts.

UserRole2FAAction
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Onboarding cases

IDEmployee IDEmployeeDepartmentDesignationJoining dateCase StatusLogin StatusBackground CheckAction
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Employee registration form

Complete personal, contact, address, bank, emergency, and statutory details.

Background References

Enter 2 reference names, emails, and phone numbers.

Day One Checklist

Onboarding activities to complete on the employee's first day.

1. Welcome & Organization Introduction (Handled by: HR Team)

2. Team Introduction (Handled by: HR Team)

3. Documentation & Formalities (Handled by: HR Team)

4. Role & Job Clarity (Handled by: Reporting Manager / Account Manager)

5. Tools & Systems (Handled by: Floor Manager)

6. Policies & Compliance (Handled by: HR Team)

7. Q&A / Open Discussion (Handled by: HR / Reporting Manager)

8. Sign-Off

Document upload

Documents

IDTypeFileStatusCommentAction
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Onboarding checklist

IDTaskAssigned toDue dateStatusAction
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Document verification

Approve or reject uploaded employee documents.

IDEmployeeTypeFileStatusDownloadReview
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Offer letter

Upload, approve, or reject employee offer letters.

EmployeeFileStatusSignatureActions
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Email Alerts

Employees who have not submitted their Employee Registration Form and/or required documents. Send an email reminder to HR/Admin or the employee.

Reports & status tracking

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