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Employee Onboarding

Multi-step wizard with email auto-suggest and welcome post

Streamline new hire onboarding with a 6-step wizard covering personal details, bank information, education, experience, and emergency contacts. Features email auto-suggest and automatic welcome post.

How It Works

Step-by-step workflow — watch the process flow

1
Step 1

Start Onboarding

HR navigates to Onboarding > New Employee. If coming from recruitment, candidate data pre-fills.

2
Step 2

Basic Info

Enter name, email (auto-suggested), phone, DOB, gender, joining date. Employee ID is previewed.

3
Step 3

Personal Details

Address, blood group, marital status, nationality.

4
Step 4

Bank & Education

Bank account details, educational qualifications (multiple entries).

5
Step 5

Experience & Emergency

Previous work experience entries and emergency contact details.

6
Step 6

Submit & Welcome

Employee is created, ID assigned, and a Welcome Post is auto-published on the social feed.

What You Can Customize

Configure the module to match your organization's policies

1

Email Domains

Configure allowed email domains. During onboarding, system auto-suggests firstname.lastname@domain with domain dropdown.

2

Employee ID Preview

Next employee ID is shown in real-time based on org prefix and current sequence.

3

Welcome Post

Automatic welcome post on social feed with @mention and role information. Template customizable.

4

From Recruitment

When onboarding from recruitment pipeline, candidate's name, email, phone, and other details auto-fill the form.

Key Features

What makes this module powerful

6-step onboarding wizard
Email auto-suggest (firstname.lastname@domain)
Employee ID preview before submission
Auto welcome post on social feed
Pre-fill from recruitment pipeline

Frequently Asked Questions

Common questions about Employee Onboarding

Q:Can I onboard employees in bulk?

Currently onboarding is one-at-a-time through the wizard. For bulk employee creation, use the Payroll Import feature which supports bulk salary + employee setup via Excel.

Q:What happens if the auto-suggested email already exists?

The system will show a validation error. HR can manually edit the email to use a different format (e.g., firstname.m.lastname@domain).

Q:Can I skip optional steps?

Yes — Bank Details, Education, Experience, and Emergency Contacts are optional. You can submit with just Basic Info and Personal Details, then complete the rest later from the employee profile.

Need more help with Employee Onboarding?

Our team can walk you through the setup and configuration.