You've landed on our support article. If you are looking to learn about Employee Onboarding in Freshservice, Check out our Employee Onboarding page.

Employees’ satisfaction is the key focus of every organization, and onboarding hires is a key opportunity to make a good impression. A streamlined and centralized onboarding process enables quicker induction of hires into their roles so that they can start contributing value to the organization with ease. 

With the Employee Onboarding Module in Freshservice, onboard your hires in a single click by setting up a seamless process for your stakeholders to contribute and collaborate. You can predefine role-specific onboarding kits and quickly manage and route your onboarding tasks to the right teams to get your hires up and running right from day one. 

How can you raise an Onboarding Request?

  • To raise an onboarding request, click on Onboard an Employee from the support portal. For example, if you’re an HR Manager looking to initiate an onboarding request, you can raise it here.

  • Fill in the hire’s details, and the stakeholders to whom you need to forward the onboarding request. For example, you can forward your onboarding request to the reporting manager for further information or approvals. Click Submit and Continue.

  • Based on the hire’s profile, you’ll see service items that you can provide for the hires. Choose the onboarding items and click Submit.

  • Once all stakeholders process the onboarding request, it is routed as child tickets to the respective departments.

Getting Started with the Onboarding Module

  • Navigate to Admin > Service Management > Service request management > Employee Onboarding

  • Click on Let’s go to set up your onboarding process. 

Setting up the Onboarding Process

Before you get started, to ensure you have all the required information in place about your onboarding process, we have a step 0.

Step 0: Onboarding Essentials 

Before you start setting up an onboarding process, it would be helpful to have the following information in place about your onboarding process:

  • Identify the key contributors in your onboarding process.

  • Define and determine the role your stakeholders will play in your onboarding process.

  • List out the items your hires will need based on their roles. 

  • Click on I’m ready to set up the onboarding process.

Setting up the Onboarding Module is a simple, four-step process. Here are the four steps involved in setting it up. 

Do check out the articles linked to each step to understand how to set them up.

Step 1: Add Stakeholders

Step 2: Build Onboarding Kits

Step 3: Create Onboarding Tickets

Step 4: Modify Approvals