Where HR and managers run a new hire's onboarding: the checklist, approvals, equipment, e-signatures, licensing, and the welcome invite.

Who & where

Staff with onboarding.view/onboarding.manage, Onboarding tab (/admin/onboarding).

Happy path

1. The dashboard summarises every active hire with status and progress. Add new hire creates one directly — no job posting or candidate required (handy for transfers/rehires). A hire can also arrive automatically from the Candidates “Hired” step.

The onboarding dashboard.

1. Opening a hire shows their record: header (name, title, start date, contact, status), a Checklist, an IT & Equipment block, a Software & accounts block, and (when relevant) a TDLR licensing panel. Resend invite re-sends the welcome link; Preview as hire shows their portal.

A hire mid-onboarding. Each checklist item shows who's responsible (New hire vs Manager), a due date, and a status. Staff Approve / Waive / Reopen items; “Awaiting approval” means the hire submitted a document that needs review.

1. Adding work: the Add a checklist item panel lets staff add a step from the template catalog, a custom step, or an e-signature form (which is sent to the hire to sign). Equipment and software are assigned in their blocks.

Approval flow

Hire completes a step → it becomes Awaiting approval → staff Approve (→ Done) or Waive (skip). Anything can be Reopened.

TDLR licensing

Roles that need a Texas TDLR license get a panel to record status (Pending / Verified / Failed), license number/type, and notes. The hire sees a matching TDLR chip in their portal.

A hire whose role requires TDLR verification.

The Task Queue

Task queue (/admin/task-queue, needs onboarding.manage) is a cross-hire to-do list of the FP-Administrator steps owed across everyone. Filter by Open / Overdue / All, by employee, or by task type, and action items without opening each hire.