When a new starter is added to SenseHR, the following steps will automatically take place.

1. This email is generated and send to the system Administrators.

2. The primary system administrator will be automatically assigned the following tasks in their 'To Do's' which they can action directly from the dashboard.

3. Once the tasks have been started, click on the title 'Onboarding checklist' to open and update the status of this overall checklist as 'In progress'

4. The administrator can then update the status of the individual tasks accordingly.

The default will be 'Not started', they can also be marked as 'In progress' this will change the colour indicator from amber to blue. See image below.

3. Individual tasks being marked as 'Complete' update the top progress bar. See image below.

4. Once all of the tasks have been marked as 'Complete', close the process down by updating the status of the overall checklist as 'Complete'.

5. You can now mark the overall process as 'Complete' under the 'Status' field. This will complete and close the process down and the tasks will be removed from the administrator dashboard actions.

Once completed, as an administrator you will always be able to track and view the status of all leaver process tasks via the 'To Do's' section under 'All To Do's'.