How HR Can Complete Onboarding Tasks in BrioHR

HR plays a crucial role in managing and overseeing the onboarding process to ensure a smooth transition for new joiners. This includes tasks such as verifying employee details, assigning onboarding processes, and ensuring all required documents are completed. Follow the steps below to complete HR onboarding tasks efficiently in BrioHR.

Steps to Complete Onboarding Tasks

Method 1: Using Pending Actions

1. Login to BrioHR 

2. Click on 'Pending Actions' – Located at the top right corner of the dashboard.

   • Use the filter function to search by keywords such as "onboarding" or the employee’s name.

3. Fill in the necessary task details – Enter required information, such as objectives or assigned tasks.

4. Click Submit – Finalize and submit the completed tasks.
   
   

Method 2: Accessing the Employee's Onboarding Process

1. Login to BrioHR

2. Navigate to Team > Onboarding 

3. Select and view the employee’s onboarding details

4. Click on 'My Task' 

5. Complete the required tasks – Provide the necessary information for each onboarding step, such as payroll configuration, contract preparation, and system access setup, etc.

6. Click Submit