Onboarding Workflow: Employee Profile Tasks
This onboarding workflow gives new starters profile-completion tasks when they first use Sense. It can prompt them to add personal details, bank information and emergency contacts from their To Do list or dashboard.
How it works
HR gets cleaner employee records earlier, while the new starter has a clear list of information to complete.
1
Add new starter
Add the new starter to Sense HR.
2
Generate profile tasks
Sense generates profile setup tasks automatically.
3
See tasks on first login
The employee sees the tasks when they first log in.
4
Complete profile information
They complete the required profile information in one place.
See this workflow running
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FAQ
What starts this workflow?+
The documented process starts with: Add the new starter to Sense HR.
What happens at the end of the workflow?+
The final documented step is: They complete the required profile information in one place.
Who is involved?+
The documented participants are Employees, Administrators.
Can we configure it?+
The Help Centre does not list separate configuration options for this page. Check the installed workflow version in Sense Automate before promising additional controls.
Which Sense plan includes it?+
This draft currently marks the workflow as Elite and above. See the price section and any product-review note before publication.