Employee Onboarding Checklist
A checklist to onboard new hires consistently.
#Business goal
Onboard every hire the same thorough way.
#When to use this
When someone joins.
#At a glance
| Detail | Value |
|---|---|
| People involved | Whoever runs the routine |
| Departments used | HR |
| Modules used | HR, Users |
| AI used | — |
| Recommended timeline | First 1–2 weeks |
| Prerequisites | Relevant module access |
#Step-by-step process
1
Create the HR record
Add them to the directory.
2
Invite as a user if needed
App access is separate from the HR record.
3
Run the checklist
Work through onboarding steps.
4
Assign training
Give starter training.
#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
- The checklist is completed consistently
- Nothing important is missed
#Best practices
- Reuse one checklist.
- Remember record and login are separate.
#Common mistakes
- Skipping steps.
- Assuming a record grants login.
#Realistic example
In practice
Use this for every hire so onboarding is consistent and complete.
#Related documentation
Employee Onboarding
The playbook.
Onboarding
Underlying flow.
Business Workflows
Underlying step-by-step flows.
Contact Support
Reach the DevSphere OS team.
Still need help?
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