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  1. Core HR
  2. Process
  3. Employee onboarding
Process · Employee onboarding

Employee onboarding

Give each new colleague a clear path from an approved hire to their first day. HR can prepare information and coordinate practical tasks while keeping the start date, position capacity and actual commencement in agreement. A future hire remains visible as planned work until the required evidence supports employment.

Step by step

  1. Prepare HR Specialist or HR Manager

    HR Specialist prepares the hire under a current delegation, or HR Manager prepares it directly. Confirm the person, employer, planned employment interval and primary position. Rehire uses the existing verified employee identity with a new employment spell. The proposal retains its values, editors and supporting evidence for review; an email match cannot merge people.

    • Prepare verified identity and the dated hire proposal
    • Updates Employees, Employment spells, HR changes, Access grants
  2. Approve hire HR Manager

    An independent HR Manager reviews the complete hire and effective boundary, excluding the preparer, material editors and subject conflicts. Approval reserves the dated position capacity and authorizes the applicable preparation. It does not increase current headcount or establish that an account has been provisioned. Changed terms or newly conflicting capacity require renewed review.

    • Authorize the exact hire and reserve eligible capacity
    • Updates Approval decisions, HR changes, Position assignments
    ApprovalA person approves before the work moves on.
  3. Onboard HR Specialist

    HR Specialist coordinates the approved checklist and its named assignees. Employees provide permitted profile details and acknowledge their own assigned policy versions. Authorized reviewers verify required documents. IT and Facilities work uses narrow task access; an account request or delivery acknowledgment leaves its outcome unresolved until the required provider evidence arrives.

    • Coordinate scoped tasks and collect actual evidence
    • Updates Onboarding checklists, Checklist tasks, Policy assignments, Document assignments, Integration events
  4. Confirm readiness HR Manager

    An independent HR Manager checks the exact requirements, task outcomes and evidence needed for the start. Required work must be completed or covered by a separately approved eligible waiver. A checklist with no applicable tasks needs explicit clearance. A changed requirement or stale decision cannot inherit readiness from an earlier review.

    • Decide readiness against current start requirements
    • Updates Approval decisions, Onboarding checklists, Checklist tasks
    ApprovalA person approves before the work moves on.
  5. Start HR Manager

    HR Manager applies the approved hire after factual commencement, current readiness and the effective boundary agree. HR Specialist may record the commencement evidence within delegated scope; that fact alone cannot apply employment. The guarded action opens the employment and position intervals, updates current summaries and records history once. No additional approval is needed while the exact earlier decisions remain valid.

    • Apply evidenced commencement and update effective history
    • Updates Employment spells, Position assignments, Employment history, Position history, Vacancy episodes

Checks built in

What Core HR enforces at each step.

  • Future reserved positions remain separate from current occupants. Concurrent hires and transfers check every overlapping seat interval together.
  • A calendar date passing without commencement or clearance creates a visible start exception. It cannot manufacture an active employee.
  • If actual commencement differs from the approved date, revise and independently approve the hire before reconciling the affected position, policy and provider work.
  • Prehire access requires explicitly permitted, finite subject or task grants. A pending employee record grants no general HR access.
  • Missing evidence stays assigned to an owner. Removing a required task solely to complete the checklist cannot replace its review.
  • Withdrawal before commencement releases the approved future reservation and reconciles preparation. It does not create a separation in turnover reporting.
  • Repeated actions retain the original hire, checklist and provider identities, preventing duplicate history or repeated account requests.
HR Specialist
Prepares delegated hires and coordinates onboarding.
HR Manager
Independently approves hire and readiness, then applies the current approved start.
Employee
Supplies permitted information and completes assigned tasks.
Manager
Completes assigned team preparation.
Admin
Configures technical delivery under reviewed scope without replacing HR decisions.

Set up Core HR your way.

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

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