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Introducing Employee Onboarding

We are excited to launch our Employee Onboarding feature, that seamlessly allows the IT teams to collaborate efficiently with the HR teams, reporting managers and efficiently onboard new employees. This helps them maximize their potential, and achieve a healthy productivity rate right from the get-go. 

This feature is not available for MSP customers.

Why did we build Employee Onboarding?

  • Better collaboration among stakeholders
  • Efficient status tracking
  • Inclusivity & better management
  • Improve employee satisfaction

In this video get a glimpse on how collaboration works seamlessly in Employee Onboarding! 

Also, get insights on how the feature works and get a peek into why we built it.

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Initial feedback

  • Employee email address needs to be optional instead of mandatory
  • There needs to be a link or option in the line managers portal view to complete their section as opposed to just the tokenised email
  • Need to be able to add individuals as well as requester groups to the initial onboarding flow trigger form
  • Needs to option for IT groups to be added to the trigger flow as currently no way for IT managers to request new starters

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Agree with everything Craig mentioned. I'm not sure why we're not able to edit to placeholder text

Would also like to be able to re-order the added items as opposed to just seeing in alphabetical order :)

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 This is really cool. Just this morning, I e-mailed a group of people, suggesting that we automated our on-boarding process. When everybody agreed, I hopped into the Admin section to create an SR form that we could customize. I saw the new feature and was pleasantly surprised!

A few requests:

1. Not sure how automated this is, but it would be nice to have a workflow as well as approval steps.

2. Allow more "groups" - e.g. we have a recruiting team that works on on-boarding. They get approval from the executives to hire, then it gets passed to HR. Once HR approves, it moves onto the manager and employee, etc.

3. Reporting of some type that can be sent to upper level managers that explain what happened, when, etc. - so they can review the hire that happened under them, even if they weren't the reporting manager.

Hello everyone,

Thank you for your feedback, this is very helpful. Some of the asks that are already available/part of the roadmap : 

1. Modifying the default fields in the HR form (editing placeholder texts, marking employee email ID as non-mandatory) & allowing IT agents to initiate on-boarding : These are already part of our roadmap ; I will keep you updated here on the progress of these items. 

2. Automation for Onboarding tickets : @Michael, on-boarding tickets are service requests and therefore, all automation rules applicable to service requests can be extended for tickets spawned from the on-boarding module as well. One way to differentiate on-boarding tickets while setting up rules in the workflow rules, is by using "source = employee onboarding" in the conditions. 

Regarding the other asks such as visibility for upper management to review the progress of on-boarding requests, adding more stakeholders/groups to the process, re-ordering how service items are displayed and the ability to show approvals on the end user portal for Reporting managers -  These are valid use cases and we look forward to solving them. I will get in touch with each of you individually to understand the use cases in depth. I will keep you posted here, on the status of these asks. 

I remember asking this back in the day, but I'm wondering if this got fixed.

Part of the process is selecting from the Catalog, which we would populate with different tasks for different teams (no, we're not using tasks, because that didn't work well for us, among other reasons). Is there a way to notify the initial SR requestor (or some designated agent) when all of these child tickets have been completed? Basically, is there a way to let HR know when the user's computer, desk, login, etc. have been prepared?

Hey Michael, 

The HR person (who initiated the onboarding request) will be the 'requester' for the Parent and Child tickets created. So yes, when the child tickets are updated, the requester of these tickets (the HR) will get notified. 

This may be a stupid question, but I can't find where to submit an on-boarding request on our portal. I've checked the Catalog and the main page. The only instructions I found was to "head to your organization’s self-service portal and click on Employee Onboarding" - to what is this referring? Can you provide a screenshot of where this might be?

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I had the same riddle to solve @Michael, the link shows in the end user portal but only for whichever group you have approved to access the HR section (you can't add IT groups or agents currently so can't see it yourself). To preview how it looks you will need to assume the identity of a user in the group you have added.

I created a dummy user and group for this purpose before making it live to the masses :)

Look like this BTW


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Yikes. We definitely need to be able to test it out. And it would be nice to add to the Service Catalog as a requested item. I feel like this is a big oversight.

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Will this be available to agent groups? Our HR staff members are set up as agents and wouldn't have access to the employee onboarding tab.

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@Mary, same here. This is a big roadblock for us.

Agents should be able to see the On-boarding Link on the support home page, not just HR.

We should be able to add more tasks that aren't part of the service catalog that HR or Reporting Manager don't need to see / check.

2 people like this

The "Onboard an employee" button looks off centered. It also should have a red background.


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