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Onboarding & offboarding

Onboarding Workflow

OnboardingJoiners

This workflow is a standard part of Sense, switched on by default rather than something you install separately. It tells Sense to notify your team the moment a new employee record is created, and hand the admin who added them a ready-made onboarding checklist to work through.

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How it works

Add the new starter's record then let Sense kick off onboarding

  1. To use the Onboarding Workflow, simply add the new employee's record to Sense as you normally would.

  2. Then, every time a record is created, Sense will automatically email all admins to let them know a new starter has joined.

  3. If the admin who added the record needs to take the next steps, then Sense also assigns them a predefined set of onboarding tasks to work through, so nothing about getting the new starter set up gets missed.

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More onboarding & offboarding workflows

See all onboarding & offboarding workflows
Onboarding Workflow (Employee Profile Tasks)From their first login, Sense prompts every new starter to fill in personal details, bank details, and emergency contacts as tasks on their own dashboard. OnboardingProfile Probation ReminderSense tracks the probation end date or review date field you choose and emails your chosen recipients before it's due, so no probation review gets missed. RemindersOnboardingProbation Custom Offboarding ChecklistSense sends tailored offboarding tasks to leavers, their managers, and HR, built from a checklist screen you design yourself instead of a default list. OffboardingChecklist

Common questions

What kicks this workflow off?

Adding a new employee's record to Sense. As soon as it's saved, the workflow runs automatically.

Who gets notified?

All system admins receive an email about the new starter, and the specific admin who added the record also gets a set of onboarding tasks to complete.

What do the onboarding tasks cover?

A predefined checklist designed to guide the admin through getting the new starter set up in an organised, consistent way.

Can we customise the checklist?

Yes. If you want tasks tailored to your own onboarding process rather than the default checklist, Sense's Custom Onboarding Checklist workflow lets you build one for new starters, managers, and HR.