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Getting Started: Onboarding

Employee onboarding is much more than a checklist of tasks—it is a structured business process that coordinates activities across HR, managers, IT, Facilities, and many other stakeholders. In ClayHR, onboarding is powered by workflows that automatically assign tasks, route approvals, send notifications, generate documents, and track progress from start to finish. This article focuses specifically on configuring and managing Onboarding in ClayHR. If you would first like to understand the broader workflow concepts that power onboarding and countless other business processes throughout the platform, we recommend reading Getting Started with Workflows before continuing.

  1. Create an onboarding workflow
  2. Ready to welcome a new team member?: Assign the onboarding workflow to your new hire
  3. Need inspiration? Visit our Samples of Onboarding Workflows

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