Employee Onboarding

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Overview

Employee Onboarding – Business Overview

Employee Onboarding is a business document used to manage and track the process of welcoming a new employee into the organization. It ensures that all necessary steps—administrative, operational, and cultural—are completed in a structured and timely manner from the moment a candidate accepts an offer until they are fully integrated into their role.

What Employee Onboarding Is Used For

In day-to-day business operations, Employee Onboarding acts as a central checklist and coordination tool for HR, managers, and support teams. It helps organizations:

Prerequisites and Setup Before Using Employee Onboarding

Before using Employee Onboarding, the organization should have the following in place:

Having these elements ready ensures that the onboarding process starts smoothly and remains well-organized.

Typical Workflow and How It Fits into Business Processes

The Employee Onboarding process typically follows these steps:

  1. Initiation – HR creates an Employee Onboarding record once a candidate accepts the offer.
  2. Task Assignment – Required onboarding activities are identified and assigned to responsible teams or individuals.
  3. Pre-Joining Preparation – Tasks such as paperwork, system access, and equipment setup are completed before the joining date.
  4. Joining Day Activities – Orientation, introductions, and initial briefings are conducted.
  5. Follow-Up and Completion – Remaining tasks are completed, and onboarding is formally closed once the employee is fully set up.

This workflow fits into the broader hiring and employee lifecycle process, acting as the bridge between recruitment and active employment.

Key Business Scenarios Where Employee Onboarding Is Essential

Employee Onboarding is especially important in the following scenarios:

In these situations, a structured onboarding process helps maintain consistency and accountability.

Important Considerations for Users

When working with Employee Onboarding, users should keep in mind:

In summary, Employee Onboarding is a vital business document that helps organizations manage new hires efficiently, ensure compliance, and create a positive first impression—setting the foundation for long-term employee success within Dafater.

Basic Information

Fields

Field Name Label Type Required Options Description
job_applicant Job Applicant Link ✓ Job Applicant Linked applicant record initiating onboarding in Dafater.
job_offer Job Offer Link ✓ Job Offer Associated job offer confirming employment terms.
employeeonboardingtemplate Employee Onboarding Template Link Employee Onboarding Template Template defining standard onboarding tasks and workflow.
company Company Link ✓ Company Company where the employee will be onboarded.
boarding_status Status Select Pending, In Process, Completed Current onboarding progress status within Dafater.
project Project Link Project Project assigned for onboarding activities tracking.
employee Employee Link Employee Employee record created after successful onboarding.
employee_name Employee Name Data ✓ - Full name of the onboarding employee.
department Department Link Department Department the employee will belong to.
designation Designation Link Designation Official job designation assigned to the employee.
employee_grade Employee Grade Link Employee Grade Grade defining employee level and benefits.
holiday_list Holiday List Link Holiday List Applicable holiday list for the employee.
dateofjoining Date of Joining Date ✓ - Official employment start date.
boardingbeginson Onboarding Begins On Date ✓ - Date when onboarding activities start.
activities Activities Table Employee Boarding Activity List of onboarding activities to be completed.
notifyusersby_email Notify users by email Check - Enable email notifications for onboarding updates.
amended_from Amended From Link Employee Onboarding Reference to previous onboarding record amended.

Child Tables

Activities (Employee Boarding Activity)

Field Name Label Type Required Options Description
activity_name Activity Name Data ✓ - Name of onboarding activity tracked within Dafater employee boarding workflow
user User Link User Dafater user responsible for completing or managing this activity
role Role Link Role Dafater role assigned responsibility for this onboarding activity
begin_on Begin On (Days) Int - Number of days after joining when activity should begin
duration Duration (Days) Int - Expected number of days to complete this activity
task Task Link Task Linked Dafater task created or tracked for this activity
task_weight Task Weight Float - Relative importance or contribution of this task in onboarding progress
requiredforemployee_creation Required for Employee Creation Check - Indicates whether completion is mandatory before employee creation
description Description Text Editor - Detailed instructions or notes for completing the onboarding activity

Permissions

Role Read Write Create Delete Submit Cancel
System Manager ✓ ✓ ✓ ✓ ✓ ✓
HR Manager ✓ ✓ ✓ ✓ ✓
DocType Relationship Module
Company Links to Setup
Department Links to Setup
Designation Links to Setup
Employee Links to Setup
Employee Grade Links to HR
Employee Onboarding Links to HR
Employee Onboarding Template Links to HR
Holiday List Links to Setup
Job Applicant Links to HR
Job Offer Links to HR
Project Links to Projects