Onboard a new hire

Onboarding gives each new hire a checklist tab until every step is done, and gives managers a prep list of what to get ready before their first day.

Set up the checklist (admins)

1. Go to Clinic Settings → Training & SOPs → New hires and choose Onboarding.
2. Under Onboarding checklist, click Add a step.
3. Choose Task to check off or Question to answer. For a question, pick an Answer type: Short answer, Long answer, Pick one, Pick any, Yes / no or Date. Answering checks the step off, and only the person and management see the answer.
4. Pick roles under For to make the step role-specific, or leave them empty for everyone.
5. Optionally set Photo or file upload to Allowed or Required. Open SOPs, links and Fetch to link Related SOPs and Links, or pick a Finish a Fetch unit step that ticks itself once they finish that unit.
6. Click Add step. Use the arrows to reorder.

On the Manager prep page (also under New hires), click Add a prep task to add a Task like "Create PIMS login" and when it's Due (days before the first day). Click Add task. New hires never see these.

Start someone's onboarding

1. Go to Training → Trainees → Onboarding and click Start onboarding (managers only).
2. Add each person under Who's onboarding.
3. Pick a Role, or Everyone items only, and a Start date.
4. Click Start onboarding.

Starting copies the prep template into that person's own prep list, with due dates counted back from their first day.

What the new hire sees

An Onboarding tab appears with "Welcome aboard!" and their checklist. They tick steps off, answer questions and upload files. When the last step is done, onboarding completes, managers are notified, and the tab goes away.

Manage an onboarding

Managers open a person from Trainees → Onboarding to see:

• Before day one: the manager prep list. Assign tasks, add notes, or click From template to add any template tasks this list doesn't have yet.
• Their checklist: check steps off on their behalf.
• Answers: their answers, with Copy all (when the checklist has questions).
• History: every check-off, answer and upload, timestamped.
• Details: change the role or start date.

Use Mark complete, Reopen or Remove at the bottom. Finished onboarding stays under the Finished filter.