Onboarding Service Overview

What is Onboarding Service in Zoho People?

The onboarding service in Zoho People allows you to set up a process to welcome and add new employees to your organization. A good onboarding process leads to a better employee experience and stronger organizational commitment. Zoho People offers a structured sequence of steps and activities designed to integrate new employees into your organization.

Zoho People streamlines onboarding with the following two flows:

Candidate Onboarding Flow

A pre-onboarding flow that you can customize to send invite to selected candidates, enabling them to fill out their personal and professional details. You can release and obtain a signed copy of offer letter, terms and conditions of employment, a background check authorization letter, a Non-Disclosure Agreement (NDA), and other company-specific forms that are required to be completed by the candidate before joining the organization.

Employee Onboarding Flow

An onboarding flow that you can customize to provide your new hire with a comprehensive introduction to the company. This includes documents and policies that need to be read and accepted, an introduction to their team members, and a brief overview of their goals and required training for a smooth transition into their role once they have joined the organization.

How is the onboarding service useful, and who is it intended for?

Administrators

Administrators can send invites to new hires, send files for e-signature, fill out checklists, convert candidates to employees, customize candidate and employee onboarding flows, and set preferences based on organizational requirements. Additionally, they can set permissions, extend the service by adding custom forms, automate the onboarding processes, and more.

Candidates / New Hires

Candidates or new hires can know about your organization, fill in their personal, professional, and education details, and sign the required documents, take up the training assigned to them, know about their team members, roles and responsibilities, goals and more.

Navigate to

Onboarding Settings	Onboarding Operations
Onboarding User Service

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