Employee Onboarding
Give every new hire a consistent, complete start.
#Business goal
Onboard people the same thorough way every time.
#When to use this
When someone joins.
#At a glance
| Detail | Value |
|---|---|
| People involved | HR owner, managers |
| Departments used | HR |
| Modules used | HR |
| AI used | None (a dedicated HR AI agent is Coming Soon) |
| Recommended timeline | First 1–2 weeks |
| Prerequisites | HR module access |
#Step-by-step process
1
Create the record
Add the employee to the HR directory.
2
Grant app access if needed
Invite them as a user separately.
3
Run the checklist
Work through a consistent onboarding checklist.
4
Assign training
Give them the training they need to start.
#Decision points
Decisions to make along the way
- Do they need app access?
- What training is required?
#Approval points
No formal approval gate
This routine has no separate sign-off step, but review your work before it affects clients or finances.
#Success metrics
- Consistent onboarding
- Faster ramp-up
#Best practices
- Reuse one onboarding checklist.
- Remember the HR record and app login are separate.
#Common mistakes
- Skipping checklist steps.
- Assuming an HR record grants app access.
#Realistic example
In practice
A new designer is added to the directory, invited as a user, taken through the onboarding checklist, and assigned starter training.
#Related documentation
Onboarding Checklist
Template.
Onboarding
Underlying flow.
Business Workflows
Underlying step-by-step flows.
Contact Support
Reach the DevSphere OS team.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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