Onboarding & Probation

Overview

What it solves

New joiners wait for laptops and contracts because nobody owns the checklist.

Why it helps

• Every new hire gets the same checklist, with owners and due dates, started automatically when the employee is added.
• Overdue tasks are marked nightly; probation reviews go to the person’s own manager (HR if there is none) and are chased with an SLA.
• Managers recommend confirm, extend or end from a Probation reviews page; HR confirms the decision.
• A default onboarding template exists from the day a company signs up.

Used by

HR AdminManagerEmployee

Availability

Starter and Growth plans

12

1. 1Start onboarding for a new hire
2. 2Tasks done so far

Quick answers

What you can do

• Onboarding templates with tasks
• Start Onboarding: employee, template, start date (today or later)
• Onboarding starts automatically for hires added through the form, the import or a converted candidate
• Run progress and task evidence
• AI path recommendation on a run (accept / regenerate)
• My Onboarding Tasks for assignees
• Overdue tasks marked daily at midnight
• Probation reviews: pending → manager submitted → HR confirmed, checked daily 08:00
• Managers submit probation reviews from a Probation reviews page
• HR decision on a review: confirm, extend or terminate
• Onboarding documents review

Screens

12

1. 1Start onboarding for a new hire
2. 2Tasks done so far

Workflows

Onboarding and probation

flowchart LR
  H[Employee added: form, import or converted candidate] --> A[Onboarding starts automatically from a matching template]
  A --> B[Tasks assigned to owners and notified]
  B --> C[Tasks completed / evidence]
  B -. nightly .-> O[Overdue marked]
  C --> D[Run completed]
  H --> P[Probation review created before the probation ends]
  P --> Q[Reporting-line manager recommends confirm, extend or end]
  Q --> R[HR confirms the decision]
  R -- Terminate --> T[Leaving today, access ends overnight]

• Onboarding starts by itself when an employee is added, from the template that fits them, and each task owner is notified.
• Probation reviews are created every morning before a probation ends; the review goes to the employee’s own manager, who recommends confirming, extending or ending probation. HR confirms the decision.
• An overdue review is escalated, and a probation that has already ended is still reviewed rather than confirmed automatically.

How-to guides