Introduction
As part of enhancing the employee experience, this onboarding workflow runs in parallel with our Standard Onboarding Workflow. This ensures that new starters are guided through key profile setup tasks the moment they log in - making the process intuitive, efficient, and user-friendly.
From entering personal and bank details to emergency contacts, everything is handled in one place, directly from their Todo list or their Dashboard.
How it works
As soon as a new starter is added to the system, these tasks are automatically generated on their profile. Not to worry – they won’t see them until they log in for the first time and access their dashboard.
They can also view and complete these from their Todos area
How to get this Workflow
If you're interested in this workflow, please reach out to support.
FAQs
Do I need to switch off the Standard Onboarding Workflow to use this one?
No, these are two separate workflows that both trigger when a new employee is added to the system.
What happens if I change the names of the screens linked to these tasks?
The workflow relies on those specific screen names to function correctly. If the names are changed, the tasks will no longer send.