Updated in November- 2023 | Subscribe to watch greytHR how-to video
Employee Onboarding(EOB) is a crucial step in the employee lifecycle. A well thought onboarding process provides a warm welcome, boosts productivity and engagement, promotes retention, and ensures data management. Effective onboarding provides a positive first impression of the company, setting the foundation for success and long-term commitment within the organization.
The onboarding process starts with an employee's first day and can continue for several weeks or months, depending on the organization's complexity and the employee's role. It also helps the new employees to understand the company culture, responsibilities, and resources.
The Employee Onboarding page in the greytHR Admin portal allows you to initiate employee onboarding. The method includes all the steps, from collecting an employee's details to assigning a Single Point Of Contact (SPOC) to the employee.
To view Employee Onboarding page, navigate to the Search Actions search box, and search for the words Employee Onboarding.
The page allows you to initiate onboarding. You can initiate it for the first time or re-initiate it for the employees to collect accurate data.
To initiate onboarding for the first time for an employee, perform the following actions:
In the Search Actions textbox, enter Employee Onboarding. A page appears.
On the page, from the Status dropdown list, select Not Initiated. A list of employees appears for whom onboarding is not initiated to date.
Select the employees using the checkbox adjacent to the employee's name.
Click Employee Onboarding Policy to check the configurations before initiating the onboarding process. This is a recommended step.
Click Initiate Onboarding. The Initiate Onboarding pop-up appears.
Click Confirm to initiate onboarding. A success message appears.
Other actions you can take:
Search for a specific employee: You can use the Employee dropdown list to search for a specific employee.
View status of EOB form: Under the Status dropdown list, along with Not Initiated, you can find the following status:
Active: The Active status displays a list of employees for whom the onboarding is initiated but not yet submitted by the employee.
Closed: The Closed status displays a list of employees for whom the onboarding submission is verified or withdrawn by the admin.
Release EOB form for red color employee row: If an employee row appears in red, that means that the email id for that employee is missing. To update the email id of an employee, navigate to Employee > Information > Employee Profile. After updating the email ID, you can release onboarding access to such an employee.
To re-initiate the onboarding for the employees, perform the following actions:
In the Search Actions textbox, enter Employee Onboarding. A page appears.
On the page, from the Status dropdown list, select Closed. A list of employees appears.
Select the employees using the checkbox adjacent to the employee's name.
Click Employee Onboarding Policy to check the configurations before initiating the onboarding process. Though this is not a mandatory step, we recommend checking the configurations before starting the onboarding process.
Click Initiate Onboarding. The Initiate Onboarding pop-up appears.
Click Confirm to re-initiate the onboarding for the employees. A success message appears.
Note: After the employees' onboarding process is successfully released, the employee status changes from Not Initiated/Closed to Active on the Employee Onboarding page.
If you are configuring the Prefilled Forms, the next step after initiating the employee onboarding is to create and configure document types for the employees.
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