Onboarding Workflow

Sense starts a standard onboarding process when a new employee record is created. Administrators are notified and the person who added the starter receives a predefined checklist of onboarding tasks.

Onboarding Workflow

How it works

New starters get a repeatable onboarding process while HR gets a visible checklist rather than relying on memory.

1

Create employee record

Create the new employee record in Sense HR.

2

Notify administrators

Sense notifies system administrators about the new starter.

3

Receive onboarding tasks

The administrator who created the record receives onboarding tasks.

4

Follow the checklist

The checklist provides a consistent set of actions for the HR team to complete.

See this workflow running

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FAQ

What starts this workflow?+
The documented process starts with: Create the new employee record in Sense HR.
What happens at the end of the workflow?+
The final documented step is: The checklist provides a consistent set of actions for the HR team to complete.
Who is involved?+
The documented participants are Administrators.
Can we configure it?+
The Help Centre does not list separate configuration options for this page. Check the installed workflow version in Sense Automate before promising additional controls.
Which Sense plan includes it?+
This draft currently marks the workflow as Team and above. See the price section and any product-review note before publication.
← Previous Onboarding Workflow: Employee Profile Tasks
Next → Offboarding Workflow