Onboarding

Employee onboarding

The right-to-work check is in one email, the contract in another, and the laptop is a message to whoever last ordered one. Onboarding is the employee record plus what is still missing.

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New starter

Maya Chen

Starts 6 October · reports to Sam · 1 of 4 done

Not ready

  1. Done

    Profile created

    Name, start date, manager, and working pattern. This is the same record leave and the directory will use.

  2. Waiting

    Right to work

    The check and the document are not on the file yet. If there is a visa, the expiry reminder belongs on the same profile. visa expiry tracking

  3. Waiting

    Handbook acknowledged

    The current staff handbook is published. This starter has not confirmed they have read it. The contract itself is a separate file. policy management

  4. Not started

    Laptop assigned

    Nothing is allocated yet. Day-one tasks stay open until someone marks them done. equipment tracking

An example starter. The status is the record of what is still missing, not a separate checklist in email.

What you can do

Right to work links to visa expiry tracking. The handbook acknowledgement links to policy management. A laptop sits in equipment tracking.

The profile is created first

Name, start date, manager, and working pattern. Leave and the directory use the same record.

Right to work stays on the person

The check and the document sit on the starter. If there is a visa, the expiry reminder belongs on that profile too.

Day-one tasks stay open

Handbook acknowledgement and equipment, such as a laptop, stay visible until someone marks them done.

Questions teams ask

What sits on a new starter’s checklist?

The profile, the right-to-work check, handbook acknowledgement, and day-one tasks such as equipment. Open items stay on the person until they are done.

Where does the contract go?

The contract is a file on the employee, separate from the handbook acknowledgement. The handbook itself is published as a company policy.

Can someone start before every task is finished?

Yes. The checklist shows what is still missing, so Monday morning is not a search through old emails.

Related reading

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