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Onboarding Overview

The Onboarding module in ZenDash HRM helps you create a structured and efficient onboarding experience for new employees. From task assignment to progress tracking, it ensures that every new hire has a smooth transition into the organization.

Onboarding Dashboard​

  • Navigate to People > Onboardings to access the Onboarding Dashboard.
  • The dashboard provides an overview of all active onboardings with key metrics:
    • Pending Setup: New hires awaiting onboarding initiation.
    • In Progress: Onboardings currently underway with tasks being completed.
    • Completed: Fully completed onboarding processes.
  • Track progress with completion percentages, days since start, and task completion counts.

Starting an Onboarding​

  • From the Onboarding Dashboard, click Start Onboarding for a new employee.
  • Select an onboarding template or create a custom task list.
  • Assign tasks to the new hire and relevant team members (HR, IT, manager, etc.).
  • Set timelines and due dates for each task.
  • The new employee will be notified of their onboarding tasks.

Tracking Onboarding Progress​

  • View the detailed progress of each onboarding from the dashboard.
  • Monitor which tasks have been completed, which are pending, and which are overdue.
  • Click on an individual onboarding to see the full task breakdown and completion status.
  • HR administrators can edit tasks, reassign responsibilities, or adjust timelines as needed.