Give each person a clear path from the first paperwork to their first-year milestones. Build the plan around their role, assign the work to the people who own it, and see when a step is done, late, or waiting on someone.
Create a reusable template for a role, department, location, or employment type. Add the work that belongs before the start date, on day one, through the first weeks, and at later milestones. The timeline groups tasks from their due dates, so you can add a 45-day check-in or a first-year review without squeezing it into a fixed checklist.
Assign the employee, manager, HR, IT, facilities, a buddy, or a trainer. Choose whether the work is an offline action, a meeting, reading or watching, a policy acknowledgment, a form, an upload, a Waypoints tour, or manager sign-off.
Attach surveys or polls, training courses, documents, plan tables, publications, and published Waypoints tours from the connected libraries. You can also add a video or document file, a video link, or another URL. The first attached item becomes the link on the assigned task.
Schedule a task before the start date, on the first day, or afterward. Short offsets use working days; longer milestones use calendar days and move off weekends. Mark tasks that require proof of completion.
An owner or admin can create a private intake link for a new hire. The link is single-use, expires after 14 days, and lets the person enter their own contact, payroll and tax, address, and emergency-contact details. Submitted details populate the employee record.
The invite list shows its status, including opened, completed, and expired; an unused invite can be canceled. HR chooses how to share the link. After the person is on the roster, select them, a start date, their manager, and a journey template.
Starting a journey creates individual dated tasks from the template. Employee and manager tasks go to the selected people when their accounts are linked.
HR, IT, facilities, buddy, and trainer tasks initially go to the HR user starting the journey. The dashboard makes tasks with no linked person visible so they are not mistaken for assigned work.
“My onboarding tasks” shows assigned work, due dates, linked materials, and the person being onboarded. Owners can mark work done or approve a sign-off; a task marked as requiring proof asks for a note.
Completion updates the active journey. A completed task can be undone from the personal task list when a correction is needed.
The “In progress” view shows each person’s start date, completed tasks, overdue work, and the role holding things up. Open a journey to see its dated tasks grouped by stage.
See who is currently moving through a plan.
Spot plans that need preparation before day one.
Find work whose due date has passed.
See the manager-owned steps that need attention.
The dashboard also calls out tasks owed by a role with no person assigned. For an overdue task with an assigned owner, HR can send a manual “Nudge” through the existing hub inbox.
A team can adapt this sequence to its role and policies.
Create the single-use link, share it, and watch for the submitted details to reach the employee record.
Build a role-specific template with owners, task types, dates, materials, and proof requirements.
Select the new hire, manager, date, and template. Check the dated tasks and any roles without a linked person.
Use “In progress” and “My onboarding tasks” to see completion, overdue steps, and the next action.
The new hire knows what is expected; managers and support teams know what they own; HR can see the gaps before they become a forgotten first-week task.