Coordinate employee onboarding

Agree on responsibilities#

Onboarding connects HR preparation, employee actions and manager responsibilities. Before beginning, identify who owns the joining record, the required employee information and each outstanding task.

Access to employee records does not automatically grant access to payroll or permission to make every employment change.

Prepare the joining work#

1. Confirm the employee and joining context in the HR record.
2. Review the joining information and required documents with the people team.
3. Identify the tasks assigned to HR, the employee and the manager.
4. Check that the employee can complete the invitation and open the personal areas required for their joining process.
5. Resolve outstanding information with the responsible person, keeping the current record updated.

For account setup, use Invite an employee and Signing in.

Help the employee find their next action#

Direct the employee to their available My HR and My Journey areas for policies, employment information and transition tasks. Share Your first day for general orientation.

When a requirement is missing or inaccessible, identify the specific document or task and the expected owner. Avoid restarting the joining process simply because one item is blocked.

Complete the handoffs#

Check the result: The next responsible person can see the current state and understand what remains. Completing onboarding does not by itself prove that a payroll run is ready.

Troubleshooting#

If the employee cannot sign in, investigate invitation completion and account status. If a personal area or document is missing, review availability and record access. If a financial input is incomplete, use People & Pay with the appropriate payroll authority.