Onboarding and induction

Every hire gets a tracker with a joining date, an owner who receives the reminders, and this checklist by default:

Reminders go a day before each due date and one and three days after. Two steps differ: Documents received reminds three days and one day before (and one day after), and Joined reminds a day before and one and two days after the joining day. A step five or more days overdue is escalated: the team gets a “falling behind” notification. The new hire gets a joining-day reminder two days before.

Change the default steps, due dates and reminders under Checklist defaults. Trackers already open keep their checklist. Finish with Joined, Did not join or Offer declined.

Add material on the Material tab: videos (MP4 or WebM, up to 500 MB), PDFs, links to web pages or YouTube and Vimeo, or text pages. Group them in sections, mark them required, ask for an acknowledgement (“I have read this”), and limit them to certain roles.

Create induction access from the tracker, the application or the People tab. The new hire gets an email with a temporary password, valid for 30 days by default (or with no expiry). At /induction they set their own password, work through the material with a progress bar, and mark each item done.

On People you see everyone's progress and can resend access, extend it by 7 or 30 days or remove the expiry, mark it complete or revoke it. Unfinished joiners get reminders after 3 and 7 days, and you are told if someone's access expires before they finish.