Onboarding Process Checklist in StaffingGo Application:

The onboarding process in StaffingGo ensures a seamless transition for new employees by combining document management, compliance, and user-friendly workflows. Here's an overview of the steps involved:

Employee Onboarding Process Checklist

1. Pre-Onboarding Setup

• Create Onboarding Documents:
  • Prepare all necessary onboarding documents (PAN, Aadhar,PF Form etc.).
  • Ensure compliance with statutory Documents (e.g., ESI Nomination, PF nomination. Gratuity Form)
• Configure E-Signature on the onboarding documents:
  • Enable e-signature functionality for onboarding documents.
  • Define mandatory fields for e-signature.
• Map Onboarding Documents List:
  • Assign onboarding documents to the respective stages of the onboarding process.
  • Verify document availability for both HR and employees.

2. Mandatory Configurations

• Mandatory Onboarding Configurations:
  • Configure required fields for onboarding to mandatory for both onboarding submission by employee & verification to update the completed status. (e.g., personal details, banking information, Education details etc..).
  • Ensure statutory compliance settings are enabled.
• Onboarding Declaration Configuration:
  • Set up  onboarding declaration in terms of Questions . Usage the same option to collect the details from the employee which are fileds are not available in the application.

3. Employee Initiation of Onboarding

• Initiate the employee to onboarding:
  • Send an onboarding invitation email to the employee, including a link to the onboarding portal.
  • Include clear instructions on how to access and complete the onboarding process.
• Employee Completes Onboarding Details:
  • Employees fill out mandatory details (e.g., personal information, emergency contact, etc.).
  • Upload required documents (e.g., ID proof, educational certificates).
  • Submit the completed details for review.

4. Review and Approval

• HR/User Review:
  • Verify all details submitted by the employee.
  • Cross-check uploaded documents for accuracy and compliance.
  • Reinitiate the onboarding through reject If the onboarding details are wrong.
  • Update the status of onboarding to "Completed."