Offer to onboarding

Carry an accepted offer into a staffed position and owned start tasks.

Step by step

Confirm acceptance Recruiter

Recruiter records the offer response and signed date against the candidate, application and position.
- Candidate outcome and signed date are retained
- Updates Offers
Close the recruiting decision Recruiter or Admin

Recruiter marks the application Hired. Admin closes the requisition as Filled when its headcount is satisfied.
- Hired application and filled opening are recorded
- Updates Applications, Job requisitions
Create the employee HR Business Partner

HR Business Partner checks person identity, hire date, employment type, position, department, location and manager.
- Person and seat are connected
- Updates Employees, Positions
Open the checklist Admin

Admin creates an Onboarding checklist for the employee with its start date and target completion.
- Start work has a coordinating record
- Updates Onboarding checklists
Assign start work Admin

Admin adds tasks by category, with an assignee and due date for each receiving team.
- Tasks have owners, dates and status
- Updates Onboarding tasks
Record the hire HR Business Partner

HR Business Partner records the Hire event in employment history on the effective date and reviews the employee's current status.
- Effective Hire event supports the current profile
- Updates Employment history, Employees

And how to keep it from happening.

An accepted offer may have a changed start date. Check the employee hire date and task due dates before assigning work.
An application marked Hired while the offer is still Sent gives the team conflicting outcomes. Reconcile the response first.
Tasks with a category but no assignee can sit untouched. Give each receiving team a named owner.
A checklist marked Completed while tasks remain Blocked needs a review of what is truly done.

Start free, then use Proto to change fields, steps and approvals before your team goes live.