Onboarding Configuration
      Back to home
      1. BrioHR | Help Center
      2. Onboarding
      3. Onboarding Configuration

      How to Initiate Onboarding and Set Roles for a New Joiner in BrioHR

      Ensure a structured onboarding experience by initiating the onboarding process and assigning roles to key stakeholders in BrioHR. Follow the steps below to complete the setup for new joiners.

      Steps to Initiate Onboarding and Assign Roles

      1. Login to BrioHR .

      2. Navigate to HR Lounge > Onboarding 

      3. Add a New Joiner – Under the Dashboard, enter the details of the new employee.

      4. View the List of New Joiners – The dashboard will display a List of New Joiner(s) who are pending onboarding initiation.

      5. Initiate the Onboarding Process – Click Initiate, then select the appropriate Onboarding Process from the available options.

      6. Set Roles – Assign key stakeholders responsible for different onboarding tasks.

      7. Submit the Assignments – Once roles are assigned, click Submit to finalize the onboarding setup.

      By following these steps, you can ensure a seamless onboarding experience for new employees, setting clear responsibilities for all stakeholders involved.