Onboarding Checklist

A complete onboarding runs through five stages: add the candidate, complete personal details, upload documents, assign department/location/shift, and submit—after which the employee has full dashboard access.

Use this as a final sanity check before considering a new hire's setup genuinely complete, rather than relying on memory across a process that spans several separate screens and, often, several separate onboarding sessions with different people involved (HR completing Personal Details, IT handling document verification, and a manager confirming shift assignment).

Checklist:

• Candidate added via Employee Management > Add Candidate, with domain-user status confirmed correctly.
• All mandatory personal details fields completed—identity, contact, and organizational fields, with no asterisked field left blank.
• Resume and profile image uploaded and confirmed visible on the profile.
• Physical location, department, and core module assigned correctly, matching the organizational structure.
• Shift assigned, matching the employee's actual agreed working pattern.
•  The reporting manager is set, so leave and attendance approvals route correctly to the right person.
• Leave policy assigned under Leave Management, with the correct Effective From date.
• Form submitted and confirmation received.
• Employee confirmed they can log in and see their personal dashboard (My Profile, Attendance, Leave Status, Miss Punch).

FAQ

What's the most common step teams forget?

Assigning a Leave Policy—without it, a new employee shows up correctly in attendance reports but can't submit leave requests correctly, which usually only gets noticed the first time they try to apply for leave.

How soon after the date of joining should onboarding be complete?

Ideally before the employee's first working day, so attendance and shift tracking start accurately from day one rather than requiring a batch of Miss Punch corrections for their first week.

Who should be responsible for running through this checklist?

This varies by company, but it's generally cleanest when one person (typically in HR) owns confirming every item on this list is complete, even if different individual steps were performed by different people across the onboarding process.