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 can also skip the Candidate Onboarding (pre-onboarding) process and add Users directly into Zoho People to trigger the Employee Onboarding process, refer to Add Users Directly.
To trigger Employee Onboarding:
If you have enabled Automatically initiate onboarding process, the employee onboarding will be automatically triggered on the date of joining of the employee. This setting is available on Settings > Flow > Employee Onboarding > Preferences.
- Navigate to Operations > Employee Information > Employees.
- User the filter option to see the records for whom the employee onboarding is not triggered.
- Click the employee record for whom you would like to trigger the onboarding process.
- Ensure that the date of joining and designation is defined for the employee and close the record view.
The employee's date of joining is mandatory to trigger the onboarding process. If the employee's designation is defined, the corresponding onboarding process is triggered. If the designation is not defined, the onboarding process defined for all employees will be triggered. - Select the employee record from the list view and click Trigger Onboarding.
Employee onboarding is triggered for the selected employees and initiated on their date of joining. Employees should log in to Zoho People to complete their onboarding process.
If Restrict access to Services is enabled in Onboarding Settings, employees cannot access Zoho People services without completing the onboarding process.
Learn more:
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Employee Onboarding Reports
The Employee Onboarding Reports section allows you to view the onboarding status of the employees for whom the Employee Onboarding is initiated. To trigger employee onboarding, refer to Trigger Employee Onboarding. To view the Employee Onboarding ...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 ...Onboarding - Operations
What is Operations in Onboarding Service? Operations in onboarding is an administrator space to manage the onboarding process for Candidates and Employees. For more information on Onboarding service, refer to Onboarding Service Overview. What can be ...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 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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources