Skip to main content
Onboarding Overview
Peter Flickinger avatar
Written by Peter Flickinger
Updated over a week ago

The onboarding module is designed to seamlessly integrate new hires into your company, ensuring they're prepared and ready to hit the ground running. By utilizing our onboarding system, you can efficiently collect and distribute all necessary information, such as personal details for payroll, employee handbooks, and signed contracts. This structured approach helps new employees feel welcomed and informed.

Onboarding has three main parts: portals, processes, and candidates. Below is an overview of each part and how it works.


Onboarding portals allow you to customize the candidate experience when they log in for onboarding. By creating portals, you can control what candidates see, including text, images, videos, and other elements. This customization helps you align the onboarding experience with your company’s brand and specific departmental needs.


The onboarding process is designed to organize and streamline the steps needed to get new hires up to speed. A process is built of time frames and steps. Time frames trigger parts of the process at specific times, like when the candidate is first added to onboarding or a few days before/after they start. Steps are content, actions, forms, or documents that can be given to the new hire or an internal team member to complete.


Users going through onboarding are called candidates. You can add candidates to onboarding when they have been moved to a hired stage within a job. Our candidate view lets you quickly see their progress in their onboarding process and can be customized to highlight specific departments or actions.

Did this answer your question?