New hire pipeline

Turn every new hire into a prepared first day.

Coordinate pre-joining prep, user setup, salary assignment, biometric enrollment, asset preparation and probation tracking from one onboarding pipeline.

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Auto-spawned pipeline 10 default tasks Probation tracking
01Create employee
02Spawn pipeline
03Run checklist
04Auto-check evidence
05Pipeline auto-completes
CONTROL SURFACE

Checklist tasks make readiness visible.

Choose a view to see how this module keeps daily HR work structured and reviewable.

Before day one

Pre-joining

Send communication and prepare equipment before the employee arrives.

Values remain traceable in HRM.
Pre-joining detailSynced
LIVE HRM SCREEN

Onboarding screen with checklist and joining readiness tracking.

The Onboarding page from HRM coordinates new-hire setup tasks, account readiness, assets, biometrics and probation progress in one pipeline.

Onboarding page showing new-hire checklist, setup tasks, status tracking and probation readiness.
THE FOUNDATION

Onboarding workflows that stay connected.

Coordinate pre-joining prep, user setup, salary assignment, biometric enrollment, asset preparation and probation tracking from one onboarding pipeline.

  1. Pre-joining preparation

    Send the pre-joining email, prepare the computer and collect the work needed before day one.

    01
  2. Operational setup

    Create the HRM account, assign salary, enroll biometrics and connect the employee to the right modules.

    02
  3. Probation timeline

    Track probation completion so HR can confirm employment deliberately when the review date arrives.

    03
BUILT FOR CONTROL

Details that make onboarding dependable.

Default checklist

Every pipeline starts with the same structured task list and due-date offsets.

Task types

Manual tasks, deep links and system actions coexist in one checklist.

Per-task assignment

Each task can be assigned to a named HR user, who receives an assignment email.

Status ladder

Pipelines move through preparing, day one, ramping and completed states, with cancellation available.

Auto-check engine

Evidence from account, salary, asset, leave-group, biometric and probation records completes tasks automatically.

Auto-completion

The pipeline closes itself once every required task is done — the probation-review task is optional, not a gate.

WORKFLOW LIFECYCLE

One pipeline glues existing HRM primitives together.

Onboarding does not replace assets, payroll, biometrics or leave. It coordinates them in one dashboard with manual, link and system-action tasks.

  • Create employee
  • Spawn pipeline
  • Run checklist
  • Auto-check evidence
01
Create employeeOnboarding
Ready
02
Spawn pipelineOnboarding
Ready
03
Run checklistOnboarding
Ready
04
Auto-check evidenceOnboarding
Ready
05
Pipeline auto-completesOnboarding
Done
CONNECTED BY DESIGN

Onboarding works with the rest of HRM.

Employees

Shared context keeps this workflow aligned with employees records.

Connected

Assets

Shared context keeps this workflow aligned with assets records.

Connected

Payroll

Shared context keeps this workflow aligned with payroll records.

Connected

Attendance

Shared context keeps this workflow aligned with attendance records.

Connected

Email

Shared context keeps this workflow aligned with email records.

Connected
COMMON QUESTIONS

What HR teams usually ask about onboarding.

It starts after employee creation and automatically receives the employee context.

Yes. Link tasks can send HR directly to salary assignment, biometric setup or related records.

No. Probation is completed by confirming the employee from the employee record, which also issues the confirmation letter.

Operentra HRM / Onboarding

See how onboarding fits your HR operation.

Map your current workflow to the right HRM setup, permissions and rollout plan.