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Creating a new Onboarding Process
Creating a new Onboarding Process

Set up the process before you start onboarding the new hires

Janina avatar
Written by Janina
Updated over a week ago

Our Onboarding product provides you with a more intuitive experience that lets you better manage and onboard faster your new hires. Follow the four steps below and be ready to onboard your new hires.

STEP 1: Create and name your process.

  • From the main menu, go to the Onboarding tab, select Processes, and click Create new process.

  • Name your process and click Continue.

STEP 2: Build your onboarding process.

  • The next page will show a list of all the modules that you can include in your Onboarding process.

  • Select one or more tasks to include in your process.


  • The Custom Form allows you to create an online form and gather necessary information from your new hire to complete their onboarding process.

  • The Sign Company Documents allows you to upload your own company documents and prepare the merge fields through HelloSign.

STEP 3: Configuring each task.

  • Your Onboarding process is designed to collect all basic information about your new hire and their employment. This first part of your process is called the Basic Information module, and it has two parts.

A. 1st part shows what information the hiring manager provides.

B. 2nd part shows what information the new hire provides.

  • Within these parts, some information is set to required (both the new hire and the hiring manager are required to provide the information) and some are set to off or optional.

  • Click Continue once you are done or Skip this task if you'd like to finish it later.

STEP 4: Review your process and Save it to finish.

  • When a module is not configured, a yellow message beside it will say "configuration required."

  • On the right panel, you have the option to either Edit or Delete the task.

Now you are ready to use your new process to onboard your new hires!


Q: How many onboarding processes can be created? Is there a limit?

A: There is no limit.

Q: How are the components of onboarding structured?

A: Onboarding processes are composed of one or more modules. Modules are composed of one or more onboarding tasks.

Q: What are the modules that can be added?


  • Basic Information - This particular task is required for every process because it collects necessary employment information from your new hires such as legal name, contact information, emergency contact, and employment details.

  • Federal, state, and financial forms such as W-4, I-9, direct deposit, state tax withholding, WOTC (through integration).

  • Custom forms - you can create custom forms using various field types such as short answer, paragraph answer, file upload, checkboxes, multiple choice, dropdown, date, etc. You can also add additional information to provide context and color to the form using a text block, an image, embedded content, or a Youtube video link.

  • Company documents - you can upload existing company documents and digitize them with formatted fields, electronic signatures, and more.

Q: Are the government and tax forms up to date?

A: Yes, we update them annually.

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