Updated in February - 2026 | Subscribe to watch greytHR how-to video
Reviewing employee onboarding details involves examining and evaluating the information and processes related to an employee's onboarding experience within an organization. Onboarding refers to the process of integrating new employees into the company and equipping them with the necessary knowledge, resources, and support to become productive and engaged members of the team.
The Review: Employee Onboarding page in the greytHR Admin portal displays the lists of employee onboarding forms submitted by the employees. You can view the status of the applications and the date of submission.
To view the Review: Employee Onboarding page, from the greytHR Admin portal, hover over the 9 dots and go to Workflow > Modules > Employee Onboarding.
The page displays the following tabs:
Active: The Active tab displays the complete list of all employees for whom the onboarding form is released and must be verified.
Closed: The Closed tab displays the list of employees for whom the onboarding is Verified or Withdrawn.
The following actions can be performed on the Review: Employee Onboarding page:
Review employees' onboarding details.
Remind the employee to submit onboarding details.
Withdraw an onboarding request.
After the employee submits their details, you must review and take appropriate actions such as Accept/Reject the employee’s onboarding form. To review an employee onboarding form, perform the following actions:
From the greytHR Admin portal, hover over the 9 dots and go to Workflow > Modules > Employee Onboarding.
On the Employee Onboarding page, under the Active tab, click the employee's card whose details you must verify. The card expands.
Click Verify. The Verify Employee Onboarding page opens and displays the details submitted by the employee categorized under various tabs.
You can Accept/Reject each piece of information individually. You can also add remarks in the Remarks text box. On Verify Employee Onboarding page, you can view the acknowledged company policies/forms under the tab Company Policies and Forms.
Post verification, click Resend/Submit. The Resend/Submit pop-up appears.
Note:
You must ensure to either Accept or Reject the information under each section to submit the verification.
The Resend option allows you to resend only the sections requiring re-verification.
Select Notify employee to notify the employee.
Click Yes to complete the verification.
Note:
The approved information is updated in the application under Employee > Information.
You can view the verified and accepted document under Employee > Information > Employee Documents.
Employees can view and download the documents verified by you under Documents in their ESS portal. Employees also receive an email stating the rejected onboarding details along with remarks.
Employees must take action on the resent sections.
You can remind an employee to complete the onboarding process. Perform the following actions to send a reminder to an employee:
From the greytHR Admin portal, hover over the 9 dots and go to Workflow > Modules > Employee Onboarding.
On the Employee Onboarding page, under the Active tab, click the employee card to whom you want to send the reminder. The card expands.
Click Remind. The Remind pop-up appears.
Click Yes to send a reminder to the employee.
You can revoke the onboarding access given to an employee. Perform the following actions to withdraw onboarding access:
From the greytHR Admin portal, hover over the 9 dots and go to Workflow > Modules > Employee Onboarding.
On the Employee Onboarding page, under the Active tab, click the employee card whose onboarding form you want to withdraw. The card expands.
Click Withdraw. The Withdraw pop-up appears.
Select Notify employee if you want to notify the employee.
Note: If Notify employee option is selected, an email is sent to the employee, informing him/her that their onboarding access is withdrawn by the admin.
Click Yes to withdraw the onboarding access.
As an admin, you can also create and download the Employee Onboarding report on the Query Builder page.
To access the Review: Employee Onboarding page, from the greytHR Admin portal hover over the 9 dots and go to Workflow > Modules > Employee Onboarding.
Active: Displays employees whose onboarding forms are released and pending verification.
Closed: Displays employees whose onboarding has been Verified or Withdrawn.
Admins can:
Review and verify employee onboarding details
Remind employees to submit onboarding details
Withdraw onboarding access
To review the onboarding details, from the greytHR Admin portal, hover over the 9 dots and select Workflow > Modules > Employee Onboarding.
Under the Active tab, search for the employee and click Verify. Review each category and select Accept or Reject as needed. Once done, click Submit to complete the review or Resend if you need the employee to resubmit their onboarding details.
Yes. You can accept or reject each section individually and add remarks for rejected information. Only the rejected sections can be resent to the employee for correction.
Yes. You must either accept or reject all sections of the onboarding form to successfully submit the verification.
Only the sections marked for re-verification are resent. The employee is notified (if selected) and must take action on the resent sections before resubmitting.
Approved details are updated under Employee > Information, and verified documents are available under Employee > Information > Employee Documents.
Yes. Employees can view and download verified documents from the Documents section in their ESS portal.
Employees receive an email notification with rejection remarks and can view the rejected sections in their onboarding form for correction.
Yes. You can send a reminder from the Active tab by selecting the employee card and clicking Remind. A notification is sent to the employee.
To remind an employee to complete their onboarding, hover over the 9 dots and select Workflow > Modules > Employee Onboarding.
On the Employee Onboarding page, under the Active tab, click the employee card, and click Remind. Confirm by clicking Yes.
On the Employee Onboarding page, under the Active tab, click the employee card, and click Withdraw. Confirm by clicking Yes.
The employee’s onboarding access is revoked. If Notify employee is selected, the employee receives an email informing them of the withdrawal.
Yes. Admins can create and download the Employee Onboarding report from the Query Builder page.
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