How to Add a New Employee to the Onboarding Process

Before you initiate the onboarding process, it's essential to add the new joiner (or employee) to the onboarding dashboard. There are three methods to accomplish this:

Method 1: Create a New Profile Directly on the Onboarding Page

Log in to your BrioHR account.

• Navigate to HR Lounge.
• Go to the Onboarding section. You’ll be directed to the Onboarding Dashboard.

• Click on Add New Joiner. A pop-up form will appear.

• Fill in the required details in the Add New Joiner form and click Submit to create the new employee profile.

Method 2: Choose "Yes" to Add to the Onboarding Process When Creating a Profile in HR Lounge

• Go to HR Lounge.
• Click the +Add Employee button.

• When prompted with the message, "Does this new employee require onboarding?", click Yes.
• The new joiner’s name will be added directly to the Onboarding page.

Method 3: Add an Existing Profile to the Onboarding Page

• Go to HR Lounge.
• Navigate to the Employee List table.

• Search for the employee’s name. Click the three dots icon and select Start Onboarding. This action will add the employee’s name to the Onboarding page.

Need Assistance?

If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.