Employee Onboarding - User Guide

Employee Onboarding - User Guide

Employee onboarding is facilitated through Zoho People. Once administrator has trigger the employee onboarding process for an employee, the employee will receive an email invitation to access the Zoho People and complete their onboarding.
If Restrict access to service is enabled by an administrator in settings, an employee cannot access access the Zoho People services without completing their onboarding process.

Steps to Complete the Employee onboarding

The employee should open their mailbox, locate the invite email, sign up and accept the invitation.



Ensure the pre-filled details are correct, set up the password and click Sign up & Accept.



Once signed up the Employee Onboarding page will appear, you can view the company information video on the left side and click Lets get started to proceed.



You will need to complete all the tabs of the onboarding process. As you complete each tab, you will progress to the next one. You can also go back to any tab to alter or delete information if required. 

Write a comment to post message to your department members.



In the Profile and Other Forms fill in the required details



In the Documents and Policies tab, read and acknowledge the document that are for perusal, sign the document that required signature.


The Team tab list your team members, you can introduce yourself to them by click on Say hi and starting a conversation.



The Company Information tab provides insights into the company's goals, vision, and mission.



The Objectives tab lists the organizational goals you are expected to achieve upon joining the organization to streamline your work area and enhance your performance.



The Training tab contains courses that you must complete in the onboarding process. Click on the course and click Start Course to begin.



Once you have completed all the above tabs, ensure the details provided are correct and click Complete Onboarding.



You will be direct to Zoho People services upon completing the onboarding.







    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Onboarding - User Service

                                                                                                                Refer to the following user guides to complete the candidate or employee onboarding: Candidate Onboarding - User Guide Employee Onboarding - User Guide
                                                                                                              • Employee Handbook - Introduction

                                                                                                                Zoho People is an online Human Resource Management System designed to help you save time by managing many of your HR activities independently, without the need to constantly follow up with your Human Resources team. You can complete many of your ...
                                                                                                              • Trigger Employee Onboarding

                                                                                                                Once the Candidate onboarding is completed the administrators can convert the Candidate to Employee. Upon conversion, the candidate will be added as User in Zoho People. To convert a candidate to employee, refer to Candidate Onboarding Reports. You ...
                                                                                                              • Employee Onboarding

                                                                                                                As soon as an employee joins the organization, the first process that they will need to complete is the employee onboarding. This process helps a new employee cover large amounts of paper work with ease. It also helps them understand the company ...
                                                                                                              • Employee Information Operations

                                                                                                                What is Employee Information Operations in Zoho People? Employee information in operations lets you manage employee records, departments, designations, delegations, and exit records. Employees can also add HR Process requests from here. What can be ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources