Start onboarding as soon as the hire is converted.
After candidate conversion, HRM runs hooks that create user access, spawn the onboarding pipeline with the default checklist and link recruitment history to the employee lifecycle.
Onboarding Handoff
01Employee createdOnboarding Handoff process stepActive
02Create user accountOnboarding Handoff process stepActive
03Start onboardingOnboarding Handoff process stepActive
Onboarding Handoff screen with post-hire automation.
The Onboarding Handoff page connects recruitment conversion to employee setup, user access, onboarding tasks and the downstream lifecycle record.
Onboarding Handoff workflows that stay connected.
After candidate conversion, HRM runs hooks that create user access, spawn the onboarding pipeline with the default checklist and link recruitment history to the employee lifecycle.
User account setup
Employee creation can create a user with the new work email and send password setup.
Onboarding pipeline
The onboarding module starts the default checklist for paperwork, equipment, account setup and first-day readiness.
Recruitment linkage
The original candidate/application remains connected to the employee and hired state.
Onboarding Handoff work stays structured from setup to review.
After candidate conversion, HRM runs hooks that create user access, spawn the onboarding pipeline with the default checklist and link recruitment history to the employee lifecycle.
- Employee created
- Create user account
- Start onboarding
- Link application
Onboarding Handoff controls keep records clean and traceable.
Choose a view to see how this module keeps daily HR work structured and reviewable.
Account
The autoCreateUserAccount hook creates portal/admin access where appropriate.
Values remain traceable in HRM.Details that make onboarding handoff dependable.
Automatic user setup
The new hire can receive account setup after creation.
Onboarding pipeline creation
Default onboarding tasks are started automatically.
Recruitment traceability
The original application stays linked.
Headcount update
Opening status can reflect the completed hire.
Lifecycle continuity
Probation, documents, assets and letters continue in normal employee modules.
Fire-and-forget hooks
Post-create hooks run without making HR repeat setup work.
Onboarding Handoff works with the rest of HRM.
Candidate to Employee Conversion
Shared context keeps this workflow aligned with candidate to employee conversion records.
ConnectedOnboarding
Shared context keeps this workflow aligned with onboarding records.
ConnectedEmployee Portal
Shared context keeps this workflow aligned with employee portal records.
ConnectedAssets Assignment
Shared context keeps this workflow aligned with assets assignment records.
ConnectedHR Letters
Shared context keeps this workflow aligned with hr letters records.
ConnectedWhat HR teams usually ask about onboarding handoff.
The ensurePipelineForEmployee hook after employee creation.
Yes. autoCreateUserAccount can create a user and send password setup.
No. The application is linked to the new employee.
See how onboarding handoff fits your HR operation.
Map your current workflow to the right HRM setup, permissions and rollout plan.