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Set up onboarding

Organise your onboarding process in Sage HR for new starters.

Written by Oliver Cook

In Sage HR, with the Core HR module, you can automate your onboarding process by assigning a predefined task list to new employees.

Simply create a list of tasks and assign your onboarding tasks to your employees.

You can improve your onboarding process by automating repetitive tasks across departments and replacing them with digital workflows that run automatically at the right time.
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๐Ÿ“ŽNOTE: Onboarding isn't available if you use Sage HR Essentials or Basic HR.โ€‹

Step 1 - Enable Onboarding

Before you can set up the Onboarding functionality, you must make sure you've enabled Onboarding from within your global permissions.


Step 2 - Create onboarding task categories

Create categories to help manage your onboarding tasks.


Step 3 - Create onboarding tasks

Create tasks that users within your company need to complete when new hires start at your company.


Step 4 - Assign onboarding tasks

Once you've created onboarding tasks, you can assign these tasks to existing employees.


Step 5 - Automate your onboarding

Create workflows to automate repetitive onboarding tasks.


Return to Set up Core HR

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