Configure Employee Onboarding Forms with greytHR

Updated in November - 2024 | Subscribe to watch greytHR how-to video

The employee onboarding process for an HR admin typically involves several steps to ensure that new employees are smoothly integrated into the company and provided with the necessary resources and information to start their roles.

The onboarding process starts before the employee's first day and can continue for several weeks or months, depending on the organization's complexity and the employee's role. Effective onboarding results in higher employee engagement and lower turnover rates.

greytHR's Employee Onboarding feature enables admins to configure onboarding forms, review and approve/reject employee details, define required document types, and ensure employees acknowledge policies and forms during the onboarding process for a smooth onboarding experience.

For a seamless employee onboarding experience:

1. Configure employee onboarding form.

2. Customize document list in employee onboarding form.

Configure employee onboarding form

The employee onboarding form allows you as admins to configure documents, attachments, and verifications according to your organization's policies. You can also specify if these fields are mandatory or optional, ensuring employees provide the necessary information during onboarding.

To configure the employee onboarding form from the greytHR Admin portal, go to the Settings icon > System Settings > Employee > Employee onboarding.

In the Employee Information Settings tab, configure the employee onboarding form by specifying sections such as Personal Information, Previous Employment, Accounts & Statutory, Family Details, and Nomination Details. You can also set fields as Display or Mandatory, allowing employees to either view or compulsorily provide the required details.

Finally, click Save to apply your settings.

Customize document list in employee onboarding form

To create and configure document types for the employees from the greytHR Admin portal, go to the Settings icon > System Settings > Employee > Employee onboarding.

1. Click the Employee Document Settings tab.

2. Create a new document type:

   • Click Create Document Type.

   • Enter the Document Title.

   • Select a Category from the dropdown (or create a new category from Employee Documents or List of Values page and select Emp Doc Category).

   • Add Instructions and select Mandatory if submission is required.

   • Click Create.

3. Set mandatory documents:

• After creating the document type, you can mark the Mandatory column to designate required document types.

• Click Save.

Note: Use the Kebab Menu (⁝) next to a document type to edit or delete.

Other related links:

• Review employee’s onboarding details

• Add/update employee details