Trigger onboarding

HRStop simplifies onboarding by letting you, as an administrator, manage and trigger employee onboarding workflows—including bulk onboarding actions. Follow the steps below to trigger an onboarding process for new employees.

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Steps to trigger onboarding

1. Navigate to the onboarding section
   Go to Control Panel → Employees → Onboarding.
   A new page opens, displaying all configured onboarding workflows in a list view.
2. Apply filters (optional)
   Use the available filters to narrow down onboardings based on Department and Designation.
3. Initiate the trigger
   Locate the onboarding workflow you want to trigger and click the Trigger icon under the Actions column.
4. Select employees
   A pop-up window appears, listing all employees assigned to the selected onboarding. You’ll also see their Department, Designation, and Assigned Buddy.
5. Apply advanced filters (optional)
   Further refine your selection using filters such as Date, Department, Location, and Entity.
6. Choose employees to trigger
   Select the checkbox next to the employees you want to trigger onboarding for.
7. Trigger onboarding
   Click Yes to confirm and trigger the onboarding workflow.
8. Success confirmation
   A notification confirms that onboarding was triggered successfully. Changes are applied instantly, and employees receive the onboarding tasks as per the configured workflow.