DocumentationOnboarding and probation

Joining readiness

How DayOneFlow works out whether a new hire is ready for day one, why a high percentage never hides a critical blocker, and how HR marks someone ready to join.

Joining readiness answers one question before every first day: is anything still in the way, and who is going to fix it? It is worked out from the new hire’s preboarding tasks — it is not a separate checklist to keep up to date.

Where you see it

The Joining readiness card on the new hire’s Overview tab, for HR, admins and the new hire’s manager, from acceptance until the first day.
Upcoming joiners needing attention on the Overview page: new hires starting within 30 days whose readiness is Not ready or At risk, earliest start first, with every blocker listed. Managers see their own new hires only.
The Upcoming joiners and Readiness blockers reports (see Reports and exports).

How it is calculated

Only tasks in the Preboarding stage count. Day 1, first-week and probation tasks never do.
The percentage is completed required tasks divided by required tasks, rounded down — so 100% means everything required is done.
Optional tasks are never counted; the card says how many are still open.
Skipped and cancelled tasks are not needed, so they are left out.
A required document the new hire uploaded counts as done, but is listed as To check until HR accepts it. A critical one — the identity document or the signed contract — stays a critical blocker until then.
A verification check marked Needed before the first day (see Verification checks) is a critical blocker until it is verified, waived or not needed. Readiness shows only its name, never the result.

Levels

Every level is shown in words, never by colour alone:

Readiness levels
Level	Means
Not ready	At least one critical blocker is still open.
At risk	No critical items open, but some tasks are overdue, unassigned or blocked.
On track	Required tasks are in progress, or done with documents waiting for HR’s check.
Ready	All required tasks before the first day are done.

A high percentage never hides a blocker

One open critical task keeps a new hire at Not ready, whatever the percentage says. The level and the list of critical items are shown before the percentage.

Every blocker has an owner

The card counts Critical items open, Overdue, Unassigned and Blocked, and lists each item under Needs attention with:

what the task is;
who owns it — the new hire, HR, a named person, or “No owner — HR to assign”;
when it is due (due today is not yet overdue);
what resolves it — for example “The new hire completes it in their portal”, “Assign a manager to this new hire, or reassign the task” or “Resolve the block”.

Mark ready to join

HR and admins can move a new hire in Preboarding to Ready to join from the card:

With no critical items open, it is one click: Mark ready to join.
With critical items open, choose Mark ready anyway… and give a Reason for marking ready (required). The override is kept in the status history and the audit trail.

Nothing happens automatically and the status never blocks work: readiness keeps listing open items after someone is marked ready, and the new hire moves to Onboarding on their start date either way.