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Documentation

Everything DayOneFlow does, explained

Guides for HR teams, admins and managers, written with the labels you see in the app. Start with the basics, or jump to the part of the hiring journey you are working on.

Start here Step-by-step tutorials

Setup and administration

Your account, your organization, your team and who can see what.

Getting started

Create your account and organization, then follow the five-step checklist.

Team, departments and locations

Invite people, manage members, and add departments and locations.

Roles and permissions

Organization admin, HR, Manager and Member in plain words, with a full table.

Organization settings

Organization details, the candidate contact email, preboarding, probation, the signatory and the letter.

Hiring and offers

New-hire records, offer letters, sending offers and the candidate’s portal.

New hires

Add records, read the statuses, change a start date safely, or cancel.

Offer templates

Reusable offer letters, the template language, variables and previews.

Offers

Draft, send and revise offers, and handle the candidate’s decision.

The new-hire portal

Personal links, what new hires see, their details and documents, and link controls.

Onboarding and probation

Plans and tasks, readiness for day one, verification checks, check-ins and the probation outcome.

Onboarding plans and journeys

Stages, task types, owners, due rules, publishing and how journeys start.

Tasks

Task lists, statuses, actions, unassigned tasks and portal tasks.

Joining readiness

Readiness levels, blockers with owners, and marking someone ready to join.

Verification checks

Background, employment, education and reference checks: status, not findings.

Review check-ins

Check-ins at any offset: reviewers, the form, comments and who sees what.

Probation and confirmation

The probation record, confirm, extend or end, and the confirmation letter.

Notifications, reports and audit

Who is told what, operational reports, and the record of every change.

Notifications and emails

In-app notifications, reminder rules and every email we send.

Reports and exports

Seven operational reports with CSV downloads that match the screen.

Audit trail

What is recorded, who can read it, filters and the Activity tab.

Can’t find what you need?

Try the Help Center for quick fixes, or write to us.

Help Center

Quick answers to everyday problems, from expired links to unassigned tasks.

FAQ

What DayOneFlow does and doesn’t do, the candidate portal, security and the pilot.

Email support

Tell us what you were doing and what you expected. Please leave out candidates’ documents, salaries and personal links.

support@dayoneflow.com