Onboarding
NEW HIRE JOURNEY
Onboarding
The full lifecycle from accepted offer to productive employee — orchestrated, tracked, and audit-ready, all inside Workwisely.
Module Overview
person WHO USES THIS
▸HR ops running end-to-end onboarding
▸New hires completing assigned tasks
▸Hiring managers welcoming their new team
target WHAT YOU'LL ACHIEVE
▸Orchestrate every onboarding step
▸Track progress per new hire in real time
▸Close out with full document + task evidence
- Navigate to Recruitment → Job Candidates → Onboarding.
- Once the candidate accepts the offer letter, their status in the Onboarding section will update to Offer Letter Accepted.
- When the status shows Offer Accepted, click the three-dot menu next to the respective candidate and select Send Invite to initiate the self-onboarding process.
- A pop-up window will appear with the job details prefilled. You can set the URL validity period and click Send Invite.
- If the onboarding link has already been sent but the URL validity has expired, you can resend the invite by clicking the three-dot menu again and selecting Resend Invite.
- Once the candidate completes the self-onboarding process, a notification email will be sent to the designated person.
- After successful completion, the candidate's profile will automatically be migrated to the employee database under Onboarding → Individuals.
Fig: Onboarding - Send Invite
Fig: Onboarding- Resend Invite
Related Articles
Steps for Individual Onboarding
Admin Help Center · Onboarding Steps for Individual Onboarding WHO USES THIS HR/Admins running onboarding and the new hire completing self-onboarding — the flow is split across roles with handoffs at each step. WHAT IT DOES A four-step flow that ...Candidate Access to Self-Onboarding
SELF-SERVICE Candidate Access to Self-Onboarding Give new hires a secure portal to complete their own onboarding — forms, documents, and tasks — before their first day. Employee Experience person WHO USES THIS ▸HR ops offloading day-one data entry ...Document Enforcement Group
DOCUMENT POLICY Document Enforcement Group Define which documents each type of new hire must submit — and let the system enforce it before onboarding can close. Governance person WHO USES THIS ▸HR ops codifying document requirements ▸Compliance teams ...Document Enforcement Group
Admin Help Center · Onboarding Document Enforcement Group Make specific documents mandatory and signed during onboarding The Document Enforcement Group in the onboarding process ensures that specific documents must be uploaded and signed by the ...Candidate to Employee Migration
RECORD MIGRATION Candidate to Employee Migration Convert a joining candidate into an employee record in one click — preserving every document, note, and history item along the way. Transition person WHO USES THIS ▸HR ops converting accepted offers to ...