Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Manager, Admin
Employment Hero's onboarding feature is a digital tool that automates and streamlines the onboarding process when welcoming new employees to an organisation. It helps manage employee onboarding effectively, and allows new hires get up to speed quickly, integrate into the company, and become productive as soon as possible.
Employment Hero's onboarding increases efficiency of onboarding processes, improves the new-hire onboarding experience, and enhances compliance and security. Having onboarding solutions in place also creates personalised and more engaging employee onboarding experiences, ensuring new hires are set up for success.
In this guide, we will look at how to easily onboard your employees in Employment Hero, which documents you need to send to them, and how to onboard with Swag. To go to the correct part of the article, click on the topic you want to learn about:
- How do I onboard my employees?
- Adding employee details
- Contracts, documents and certifications
- Onboarding with integrations
How do I onboard my employees?
If you are an administrator or manager looking to onboard your employees into Employment Hero, start with this section.
This demo will show you the entire onboarding process. Employment Hero will guide you through the onboarding process, prompting you to add the employee's details, the employment details, the pay details and finally, to create, edit and send a contract, to complete the onboarding process.
Enhance your new employees' onboarding experience with Employment Heros paperless onboarding process. The Employee Onboarding widget on your dashboard allows you to specify pay and allowance details, track your employees' progress through the onboarding process, and send reminders if necessary. Your employee is then taken through just a few simple steps before onboarding is complete. For full details, please see How do I onboard a new employee via the HR platform? and How do I onboard a contractor with a contract? | FAQ
When setting up your new platform, you can invite staff members to become Early Adopters, which will allow your chosen people to explore the platform in the set-up phase with you.
Early adopters will be able to explore the platform during setup, so that all admins and early adopters can learn about the platform together. Below you can see how to access this feature. For full details, see How do I add Early Adopters in setup mode via the HR platform?
The Onboarding Checklist feature helps hiring managers manage any necessary steps to introduce new staff to the company. It allows an administrator to generate a list of tasks to be implemented during the onboarding process. They can edit, clone and delete individual tasks, as well as delete onboarding checklists. For full details, see Create, set up and trigger my onboarding checklists.
An onboarding WorkFlow allows an organisation to customise its onboarding flow so that some repetitive tasks are automatically triggered when an employee reaches a certain stage of their onboarding. For full details, see this article: Automatically create a 1:1 when a new employee is onboarded.
You can use Onboarding Workflows feature to trigger onboarding checklists, create a Google Workspace and Microsoft account, a 1:1 or create a task once an employee finishes onboarding onto your platform. For full details, see Configure my organisation's onboarding workflows.
Adding employee details
To add your employees' details, click on the accordions in this section.
The Custom Fields feature lets you customise onboarding and employee file fields, with the ability to ask a free text, single-select, or multi-select question. You can also set the user visibility, editing, and location of those questions. In addition, you can edit any information and delete a record you no longer need. For full details, see this article: How do I customise onboarding and employee file fields via the HR platform?
Contracts, documents and certifications
To send documents to your new employee, to issue their contract, filling in tax information, medical disclosures and more, read this section.
Send the required documents and forms to your employees prior to their commencement date. For fill details regarding how to do this, see this article: Issue HR documents to employees and Upload supporting superannuation documents for an employee.
You can ask your new employee to upload their certifications and qualifications before their commencement date. For information about how to do this, see Require employees to add their certificates when onboarding.
If you require medical disclosure from your employees prior to their commencement date, see the following: Require employees to complete a medical disclosure when onboarding
Onboarding with integrations
If your Employment Hero account is integrated with any other programs, see this section for onboarding advice.
If your Employment Hero account is connected to a Xero account, see the following: How do I onboard an employee via the HR platform when integrated with Xero?