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Onboard a new colleague end to end

Start onboarding from an employee record. The workflow creates the account, assigns team and channel memberships, adds board access and sets the working-time schedule. Document acknowledgements and dated employment records keep the process traceable. Offboarding revokes access in a defined order.

Updated

people

One record, everything follows

Employee record

Unit · position · location · start date

  • Account
  • Teams and channels
  • Boards
  • Working time
  • Documents to acknowledge

Leaving runs the same record in reverse, in order.

Today

A checklist is holding it together

  • The checklist is the only thing holding it together
  • The same person is created four times
  • Nobody can prove the policy was read
  • History gets overwritten
An onboarding board created for a new employee
An onboarding board created for the new employee.

With the People module

Onboard a new colleague in Enclessa

  1. Create the person before they exist as an account

    Add the employee record with their unit, position, location and start date.

  2. Let the record provision the access

    Run onboarding from the record. It creates the account and adds them to the teams, channels and boards their position implies, and starts their time tracking, rather than producing a list for a human to work through.

  3. Set the working time before the first week, not after it

    Give them a working schedule with the right hours and the right holiday calendar, and open their holiday entitlement as a ledger.

  4. Issue the documents that have to be acknowledged

    Put the contract, the handbook and the policies into their document categories with the versions that apply.

  5. Introduce them where the work actually is

    The channels they were added to are the ones their team already uses, so the history is there to read rather than being forwarded to them.

  6. Use the same machinery when they leave

    Offboarding revokes access in a defined order and hands work over rather than orphaning it, and the employment record closes as a dated period.

The employee directory
The employee directory.

Which plan this needs

The full sequence needs the People module, which is on the Business plan, and it uses the Time module on the same plan for schedules and entitlement.

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What it will not do

The limits, before you find them

  • People and Time are modules. They are off until an administrator switches them on for the organisation, and they are not part of the Free or Starter plans.
  • There is no payroll. Enclessa holds the records payroll needs and does not calculate or pay anybody.
  • There is no recruiting or applicant tracking, so onboarding starts at the point somebody has accepted, not before.
  • Accounts can come from your identity provider: single sign-on over SAML or OpenID Connect, and SCIM provisioning that creates and deactivates members as the directory changes.

FAQ

Onboarding a new colleague: questions

  • Yes, within Enclessa. Onboarding runs from the employee record and provisions the account, the teams, the channels, the boards and the time tracking, rather than producing a checklist for somebody to execute by hand. It does not reach into other companies’ products.

  • Yes. Documents are versioned and can require an acknowledgement, which records who confirmed which version and when. Document downloads are audited individually.

  • Yes. An employee record does not require a login, so people who do not use the platform still appear in the org chart and in reporting.

Bring your team over this afternoon

Free for up to 10 people, with encrypted direct messages and video calls. No payment card, no time limit, no server to run.

For businesses and organisations only — not available to consumers.

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