Essentials Onboarding

Provide structured onboarding checklists, resource links and welcome journeys for new hires.

Configuration Guide

  • Add Onboarding to your HR or new-hire page.
  • Create role-based checklists and required tasks.
  • Add links to policies, training and key contacts.
  • Assign templates to roles or locations as needed.
  • Publish and use the onboarding journey to guide new hires.

Property Pane Options

OptionTypeDescription
ChecklistsCollectionCreate role-based onboarding checklists
ResourcesCollectionLink to required forms and training
TemplatesDropdownAssign templates per role or location

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