Employee onboarding.
Paperwork, together.

Collect once, check before sharing

Build a form for the new starter’s details. If it is linked to an employee template, check the field mapping and review the resulting private draft. Collect only what you need and provide a way to correct missing information.

Before the start date

Confirm the role, manager, start date and contact details. Collect only the information your organization needs and explain how the new starter should send corrections.

• Confirm employee name and contact details
• Check the role, start date and reporting manager
• Prepare the offer or employment document for review
• Identify any locally required documents with the responsible adviser

Prepare and check employee documents

Use a reusable template, then check the names, dates and terms. Have the responsible person review the wording against your policies and local requirements before sending it.

Record the equipment handover

Choose Equipment handover from Home or Asset handover from the workflow catalogue. Record equipment identifiers, condition, accessories and return instructions. Ask the employee to check the prepared record and acknowledge receipt after any required approvals finish.

• Record the serial number or asset identifier
• Note existing damage and supplied accessories
• Keep the handover acknowledgement with the record

Assign the follow-ups

Use Documents to follow every request and the Inbox for actions ready for the current person. Each form, employee document and handover remains its own record; this checklist helps your team coordinate them. Invite colleagues with roles that fit their responsibilities.