The job of this console
Start a case from a template, watch tasks, unblock documents, and close when the joiner is live on timesheet and leave.
People · Lifecycle
Onboarding
HR operator register for joiner cases and templates — cases hang off Employee, not a second people table.
Scroll to Flowcharts. Scenario: Start onboarding for a new hire.
Joiner operations
Cases on people you already hired
Onboarding is the HR desk for joiner cases. The person is Employee; this console only runs the checklist and templates around them.
People → Onboarding
Route
/people/onboarding
Org flag onboardingEnabled
HR Admin · Admin
Seat at the table
HR Admin and Admin. The joiner uses My onboarding. Managers may be notified, not case authors.
The working rhythm
Find the employee, open the case, assign or chase tasks, confirm My onboarding matches.
Moments that bring you here
Start date week. A missing ID document. Template change for a country. After a delayed join.
ⓘ
Employee is the person
Do not create a shadow hire list. Access still may need Roles and access requests.
Flowcharts
1 — Open a joiner case
Pick the Employee, start or update the case, assign tasks.
flowchart TD
A[Open Onboarding] --> B[Find Employee]
B --> C[Start or open case]
C --> D[Assign tasks / template]
D --> E[Joiner sees My onboarding]
E --> F[HR tracks completion]
- 1OpenPeople → Onboarding.
- 2Find the personEmployee already exists.
- 3CaseStart from template or open existing.
- 4TasksJoiner completes My onboarding.
Overview
Onboarding is a workflow on Employee. Templates define tasks; the case tracks completion. Offboarding is the sibling lifecycle, not a status on this list.
How to use
1. Create the Employee first
Do not invent a case without a person row.
2. Templates vs cases
Edit templates separately from a live joiner.
3. Self-service is My onboarding
Joiners do not use this operator register.