Onboarding Template Manager
Configure and customize employee onboarding workflows
Baseline Workflow Configuration
Define the default onboarding sequence for all employees
Default Personal Information Form Required
Before activating the workflow, you must configure the default form to capture:
- Personal information (address, phone, emergency contacts)
- Banking details for payroll setup
- Tax and compliance information
- Emergency contact information
Step 1: Offer Letter Generation
Automated offer letter creation based on role and compensation details
Step 2: Document Collection & Personal Information
Collect required documents and personal information including banking details and emergency contacts
Step 3: IT Setup & Access
Automated IT provisioning, system access setup, and department notifications
Step 4: Orientation & Induction
Comprehensive orientation program and company induction
Offer Letter Templates
Software Developer
Technical roles, equity options, remote work clauses
Sales Manager
Commission structure, territory assignments, targets
Intern
Fixed duration, learning objectives, mentorship
Regional Onboarding Forms
India - Compliance Forms
PAN, Aadhaar, PF, ESI, Tax declarations
US - Federal Forms
I-9, W-4, State tax forms, Benefits enrollment
EU - GDPR Compliance
Data consent, Privacy policy, Work permits
Custom Workflow Builder
Create conditional workflows based on role, department, or region
🔧 Workflow Rule Builder
Conditions Applied To Workflow
🧪 Test Conditions
📊 Workflow Preview
Steps that will run for matching employees:
Workflow Steps (Based on Baseline)
Step 1: Send Offer Letter
📋 Baseline Action
Read-onlyUse standard offer letter template based on role
⚡ Override Action
Step 2: Document Collection
📋 Baseline Action
Read-onlyCollect standard documents: ID, Address Proof, Tax ID
⚡ Override Action
Step 3: Employee Self-Service
📋 Baseline Action
Read-onlyFill standard personal details: name, bank details, emergency contact
⚡ Override Action
Step 4: IT Setup & Access
📋 Baseline Action
Will be used as-isStandard IT provisioning: email, system access, equipment
⚡ Override Action
No overrides configured for this step
Create completely new steps specific to this workflow
Active Workflows
12Currently running onboarding processes
Completed This Month
28Successfully onboarded employees
Compliance Rate
98.5%Documents submitted on time
Audit Log
Timestamp | User | Action | Workflow | Status |
---|---|---|---|---|
2024-01-15 14:30 | Sarah Johnson | Modified baseline workflow | Default Onboarding | Approved |
2024-01-15 11:15 | Mike Chen | Created custom workflow | Engineering Team | Active |
2024-01-14 16:45 | Sarah Johnson | Updated offer letter template | Software Developer | Approved |
Edit Configuration
Author