Playroll News
May 25, 2023

Using the Playroll Onboarding Tracker

Who should use it? Anyone within an organisation tasked with managing talent, this could include employers or anyone within an HR function.

On this page

Overview

The Onboarding Tracker delivers enhanced visibility and transparency into the progress of an employee's onboarding. Employers have access to crucial contextual information about the stage of the onboarding process each employee is in, fostering a smoother onboarding experience for all parties involved.

A fully transparent 6-step onboarding process

Employers now have access to 6 onboarding stages. In order for employees to progress to the next step of onboarding, they are required to complete the requirements of each step sequentially.

Step 1 [Invitation sent] The first step of the onboarding process requires the employee to accept their invitation to the Playroll platform and set their password to access their customised dashboard.

Step 2 [Accepted Invitation] Once the invitation is accepted, the employee is able to log in and initiate self-onboarding.

Step 3 [Employee Self-Onboarding] The Employee is prompted to upload all work eligibility information and documentation.

Step 4 [Work Eligibility Checks] Work eligibility of the employee is being confirmed.

Step 5 [Agreement Sent] An Employment agreement is sent to the employee.

Step 6 [Agreement Signed] The employee signs their employee agreement to become active on their start date.

An active employee

Once an employee has successfully completed all six phases of the onboarding process and their employment start date has arrived, they will automatically move into the “active” tab, where they are now recognised as an active employee.

An inactive employee

Under the "inactive" tab, Employers can view employees whose contracts have been terminated, including employees who have not yet started.

Like what you see? Get started with a free Playroll account today. 

Schedule a demo to learn more or sign up for a free account

Overview

The Onboarding Tracker delivers enhanced visibility and transparency into the progress of an employee's onboarding. Employers have access to crucial contextual information about the stage of the onboarding process each employee is in, fostering a smoother onboarding experience for all parties involved.

A fully transparent 6-step onboarding process

Employers now have access to 6 onboarding stages. In order for employees to progress to the next step of onboarding, they are required to complete the requirements of each step sequentially.

Step 1 [Invitation sent] The first step of the onboarding process requires the employee to accept their invitation to the Playroll platform and set their password to access their customised dashboard.

Step 2 [Accepted Invitation] Once the invitation is accepted, the employee is able to log in and initiate self-onboarding.

Step 3 [Employee Self-Onboarding] The Employee is prompted to upload all work eligibility information and documentation.

Step 4 [Work Eligibility Checks] Work eligibility of the employee is being confirmed.

Step 5 [Agreement Sent] An Employment agreement is sent to the employee.

Step 6 [Agreement Signed] The employee signs their employee agreement to become active on their start date.

An active employee

Once an employee has successfully completed all six phases of the onboarding process and their employment start date has arrived, they will automatically move into the “active” tab, where they are now recognised as an active employee.

An inactive employee

Under the "inactive" tab, Employers can view employees whose contracts have been terminated, including employees who have not yet started.

Like what you see? Get started with a free Playroll account today. 

Schedule a demo to learn more or sign up for a free account

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