Onboarding Staff
Complete Staff Onboarding System – HMRC Compliant & Scalable
Welcome new staff with a seamless onboarding journey designed to save time, ensure compliance, and boost productivity — accessible via web or mobile.
Preboarding Made Simple
- Invite staff to begin onboarding before their start date
- Share welcome emails, company intro, and app login details
- Reduce first-day overwhelm with early access to documents and training
Secure Account Setup
- Staff set a secure 3D password for mobile app login
- Web & mobile access for completing onboarding anytime, anywhere
- Personal dashboard for tracking their onboarding progress
Right to Work & HMRC Compliance
- Upload and verify proof of ID, visa status, and other legal documents
- Collect HMRC Starter Checklist or P45 for payroll setup
- Auto-reminders for missing compliance documents
Digital Document Management
- Assign tailored document bundles based on role or location
- Staff can e-sign contracts, NDAs, and policies
- Secure digital storage with audit trails and version history
Training & Policy Acknowledgment
- Assign role-specific training, health & safety, or GDPR modules
- Track completion status for training and policy acceptance
- Ensure full compliance with company and legal standards
Role & Responsibility Assignment
- Assign staff to specific departments, roles, or locations
- Automatically apply role-based permissions and responsibilities
- Align staff setup with scheduling and reporting structures
Holiday & Leave Configuration
- Assign holiday allowance based on role or contract type
- Auto-calculate accrued leave (ideal for part-time/irregular hours)
- Enable staff to view balances and request time off from day one
Staff Onboarding Dashboard & Reports
- HR can view onboarding progress for all new hires in real time
- Filter by location, role, or status to identify pending tasks
- Export reports for audit, compliance, and team tracking
Payroll & Payslip Setup
- Capture bank details, NI number, and payroll preferences
- Option to sync with payroll software for faster setup
- Offer paperless payslip preferences during onboarding
Final HR Approval & Activation
- Managers or HR verify completion of all onboarding steps
- Activate staff for access to rota, payroll, communication, and internal tools
- Set automated triggers to notify relevant teams (IT, finance, etc.)