Introduction to Onboarding

A quick explanation of what the Onboarding feature does.

Janina avatar
Written by Janina
Updated over a week ago


  • Once an applicant is moved to the Hiring Complete stage and is marked as hired, the system will automatically transfer them to Onboarding.

  • You may view all hired applicants in the Onboarding tab, either in Overview or Employees.

How to initiate onboarding for a new hire

Please note that new hires will not receive a notification to start with onboarding unless you initiate it on your end.

To start the onboarding, go to the Onboarding tab > Overview > Search for the applicant who has yet to start their onboarding > click Start onboarding.

Note: When you start an onboarding process, Workstream sends a notification to the applicant.

How Onboarding looks like on the new hire’s end

This is the email that the new hire will receive after you initiate onboarding:

After clicking on Get started, this is what the process will look like on the new hire's end:

One more click on Get started and they will get to the page shown below:

What to do if a new hire submitted a form with incorrect information

Should any errors occur, such as misspelled names or incorrect dates, you may resend the document so that they can fill it out again with the correct information.


  1. If the user assigned to onboarding tasks was disabled, ownership of the task will automatically reassign to other assigned owners or to the Super Admin if no other assigned users exist. If the task is in progress, it will be restarted.

  2. On the Onboarding setup, Workstream automatically informs employers via email and SMS when new hires complete their onboarding processes.

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