Help Center · Staff & HR

Onboarding new staff

One checklist every new hire works through, with progress at a glance.

Admins

HR → Onboarding tracks each new hire through the same steps — paperwork, background check, handbook, keys — so nothing is forgotten in the rush of August.

  1. Open HR → Onboarding and choose ⋯ → Edit checklist. Add the steps every new hire completes, in order.
  2. Each new staff member appears as a row with a Progress bar and their Next step ("Complete" when done).
  3. Open a person to tick off steps as they're finished.
  4. Use the Incomplete chip to see who still has steps left.
HR → Onboarding — each new hire's progress and next step.
HR → Onboarding — each new hire's progress and next step.

The HR dashboard's header counts how many people have onboarding incomplete.