Onboarding Step
Overview
Onboarding Step — Business Overview
Onboarding Step is used in Dafater to define and manage the individual actions required to successfully onboard a new person into the organization. It breaks the onboarding process into clear, trackable steps, ensuring nothing important is missed when welcoming new employees, contractors, or internal role changes.
This document helps organizations standardize onboarding activities, assign responsibilities, and maintain consistency across departments and locations.
Purpose in Business Operations
The Onboarding Step represents one specific task or requirement within the broader onboarding journey. Each step describes what needs to be done, who is responsible, and when it should happen.
Examples include: - Document submission - System access setup - Policy acknowledgment - Orientation or training sessions
By structuring onboarding into steps, Dafater ensures smoother transitions, faster productivity, and a better first experience for new joiners.
Prerequisites and Setup Requirements
Before using Onboarding Step, businesses should ensure:
- A defined onboarding process or checklist exists for new hires or role transitions
- Clear ownership is assigned for onboarding tasks (HR, IT, Finance, Manager, etc.)
- Standard policies, documents, and approvals are finalized
- The organization understands which steps are mandatory versus optional
Proper preparation ensures each Onboarding Step aligns with real operational needs.
Typical Workflow and Business Fit
Define onboarding activities
Each required action is created as an individual Onboarding Step.Sequence the steps
Steps are ordered logically (for example: paperwork before system access).Assign responsibility
Each step is linked to a responsible team or role.Track completion
As onboarding progresses, steps are completed and reviewed.Confirm onboarding completion
Once all steps are done, the onboarding process is considered complete.
This structured flow helps Dafater support repeatable, auditable onboarding processes across the business.
Key Business Scenarios Where Onboarding Step Is Essential
- New employee onboarding to ensure compliance, readiness, and engagement
- Mass hiring campaigns where consistency and speed are critical
- Remote or cross-location hiring, where coordination is more complex
- Internal transfers or promotions, requiring new access or training
- Compliance-driven industries, where onboarding documentation must be tracked
In all these cases, Onboarding Step ensures clarity, accountability, and transparency.
Important Considerations for Users
- Keep steps clear and specific to avoid confusion or delays
- Avoid creating too many steps; focus on actions that truly matter
- Regularly review and update steps as policies or business needs change
- Ensure responsibilities are realistic and aligned with team capacity
- Use consistent naming so users understand what each step represents
When used thoughtfully, Onboarding Step becomes a powerful tool for delivering a professional, efficient, and well-controlled onboarding experience in Dafater.
Basic Information
- Module: Desk
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| title | Title | Data | ✓ | - | Onboarding step title shown to users in Dafater |
| is_complete | Is Complete | Check | - | Indicates whether onboarding step is completed in Dafater | |
| is_skipped | Is Skipped | Check | - | Marks if onboarding step was intentionally skipped | |
| description | Description | Markdown Editor | - | Detailed guidance content explaining the onboarding step | |
| introvideourl | Intro Video URL | Data | - | Link to introductory video for this onboarding step | |
| action | Action | Select | ✓ | Create Entry, Update Settings, Show Form Tour, ... | Defines primary user action required during onboarding |
| action_label | Action Label | Data | - | Custom label displayed for onboarding action button | |
| reference_document | Reference Document | Link | DocType | Related Dafater document users must create or review | |
| showfullform | Show Full Form? | Check | - | Shows complete form instead of guided view | |
| showformtour | Show Form Tour | Check | - | Enables guided form tour for this step | |
| form_tour | Form Tour | Link | Form Tour | Linked Dafater form tour guiding users | |
| is_single | Is Single | Check | - | Indicates reference document is a single record | |
| reference_report | Reference Report | Link | Report | Related Dafater report to view during onboarding | |
| reportreferencedoctype | Report Reference Doctype | Data | - | Document type used as report data source | |
| report_type | Report Type | Data | - | Specifies report category or execution type | |
| report_description | Report Description | Data | - | Short explanation of referenced report purpose | |
| path | Path | Data | - | Application route path navigated during action | |
| callback_title | Callback Title | Data | - | Title shown after successful action completion | |
| callback_message | Callback Message | Small Text | - | Message displayed after action validation succeeds | |
| validate_action | Validate Field | Check | - | Enables validation of field value before completion | |
| field | Field | Select | - | Specific field evaluated for validation logic | |
| valuetovalidate | Value to Validate | Data | - | Expected field value required to pass validation | |
| video_url | Video URL | Data | - | Link to supporting video content for this step |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Desk User | ✓ | |||||
| Administrator | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Form Tour | Links to | Desk |
| Report | Links to | Core |