Employee Onboarding Management

The Employee Onboarding feature in Thulo HR Records is used to manage and track the onboarding process for newly hired employees.

The onboarding workflow helps organizations ensure that new employees complete all required tasks, training programs, and orientation activities before becoming fully integrated into the organization.

Prerequisite

Before creating an onboarding process, administrators should first configure the required training information.

Required Setup

1. Create Training Types

2. Create Training Programs

3. Create Onboarding Templates

These configurations will be used when creating onboarding checklists for new employees.

Onboarding Workflow

The onboarding process follows the workflow below:

Create Training Types
          ↓
Create Training Programs
          ↓
Create Onboarding Template
          ↓
Create Employee Onboarding Checklist
          ↓
Assign Training Programs
          ↓
Track Progress
          ↓
Complete Onboarding

Step 1: Configure Onboarding Templates

Onboarding Templates define the standard onboarding activities and requirements that new employees must complete.

Create or Manage an Onboarding Template

1. Navigate to Thulo HR → HR Records.

2. Select Settings → Onboarding Templates.

3. Create, edit, or delete onboarding criteria as required.

Result

The onboarding template becomes available for use when creating onboarding checklists for employees.

Step 2: Create an Onboarding Checklist

After configuring the onboarding template, create an onboarding checklist for a specific employee.

Create a New Checklist

1. Navigate to HR Records → Onboarding.

2. Click Add Checklist.

Step 3: Configure the Onboarding Process

The system will display the Add Checklist screen.

1. Select the employee.

2. Select the onboarding template.

3. Assign the required training programs.

4. Enter any additional onboarding information.

5. Click Save.

Alternatively, click Close to cancel the operation.

Result

The onboarding process is created and assigned to the selected employee.

Training Programs

Training programs can be assigned during the onboarding process to ensure that new employees receive the necessary orientation and job-specific training.

Training Field

The Training field retrieves data from:

HR Records → Training Programs

Select the appropriate training program(s) that the employee must complete as part of the onboarding process.

Training Program Selection Rules

The system only displays training programs that meet the following conditions:

Job Posting-Based Training Programs

The Training Program must be associated with the same Job Posting that was used when hiring the employee.

Important

The onboarding screen does not display training programs that were created specifically for individual staff members.

Only training programs linked to the employee's associated job posting will be available for selection.

Example Onboarding Process

The assigned training programs can be completed alongside these onboarding activities.

Managing Onboarding Progress

After an onboarding checklist is created, administrators and responsible employees can monitor progress throughout the onboarding process.

Typical onboarding activities may include:

• Document Collection

• Orientation Sessions

• Training Completion

• Equipment Assignment

• Department Introductions

• Policy Acknowledgements

• System Access Configuration

Progress can be updated as each task is completed.

Important Notes

• Training Types and Training Programs should be configured before creating onboarding checklists.

• Onboarding Templates define the standard onboarding requirements for new employees.

• Training Programs available for selection are filtered based on the employee's associated Job Posting.

• Training Programs created specifically for individual staff members are not displayed during onboarding.

• Multiple onboarding activities and training programs can be assigned to a single employee.

• The onboarding process helps ensure a consistent and structured new employee experience across the organization.