Tutorials4 of 5
Get a new hire ready to join
Use joining readiness to find what still stands between a new hire and day one, give every blocker an owner, and mark them ready to join.
Tutorials (5)
Before you start
Who can do this: HR and organization admins. Managers see the same readiness information for their own new hires.
- A new hire who has accepted their offer, so their journey has started (status Preboarding).
Steps
Step 1: Find who needs attention
On the Overview page, look at Upcoming joiners needing attention: everyone starting within 30 days who is Not ready or At risk, with their blockers. The Joining in the next 7 days count opens the full list of near starters.Step 2: Read the readiness card
Open the new hire. On the Overview tab, Joining readiness shows the level in words, the percentage of required preboarding tasks done, and counts of critical, overdue, unassigned and blocked items. Needs attention lists each item with its owner, due date and what resolves it.Step 3: Give unassigned tasks an owner
For “No owner — HR to assign”:- If the new hire has no manager, choose Edit, set the Manager and Save changes. Their manager tasks move to that person.
- Otherwise, on the Tasks tab choose Reassign…, pick someone under Give this task to and choose Reassign.
Step 4: Clear blocked tasks
A blocked task shows the reason its owner gave. Sort out the cause, then the owner (or HR) chooses Unblock or Mark done.Step 5: Help the new hire finish their part
Their tasks — details, documents, acknowledgements — are in their portal. If they lost their link, use Email a new link on the New-hire portal card. Their answers appear under Details from the new hire once submitted.Step 6: Check the documents they upload
You are told when documents arrive. On the Documents tab, choose Accept for each one, or Ask for a new copy… with a short message the new hire sees on the step. Until you accept them, the identity document and the signed contract still count as critical items.Step 7: Let the reminders work
Owners are reminded before tasks are due and when they are late. A critical task still open two days after its due date is escalated to HR and the manager, so you rarely need to chase by hand.Step 8: Mark ready to join
When no critical items are open, choose Mark ready to join on the readiness card. If you must go ahead with a critical item still open, choose Mark ready anyway… and give a Reason for marking ready (required); it is kept in the history.
What happens next
On the start date the new hire moves to Onboarding automatically, and their Day 1 and first-week tasks come due. Readiness keeps listing anything still open.