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How to View Onboarding Tasks, Documents Shared, Chat, and Roles

After adding a new joiner in BrioHR, you can assign an onboarding process to streamline the integration of new employees into your organization. This guide explains how to view and manage onboarding statuses, tasks, documents, chats, and roles.

Steps to View Onboarding Statuses

  1. Locate the Employee

    • Navigate to the main dashboard.

    • Use the filter option to locate the specific employee whose onboarding status you wish to review.

  2. Review Onboarding Statuses

    • Once the employee is selected, you can:

      • See Stakeholders: Identify the individuals involved in the onboarding process.

      • See Schedule: View the planned timeline and schedule of onboarding activities.

      • See Chat: Access communication threads between new joiner and stakeholders related to the onboarding process.

      • See Activity: Track the progress and updates of onboarding tasks.

  3. View Detailed Tasks

    • Click on View Detail to access a detailed breakdown of tasks:

      • My Task as Stakeholder: Displays tasks assigned to you specifically as a stakeholder.

      • Task List: Provides an overview of all tasks requiring action from each party.

        • If a task includes a document, click on the task to download it.

          • For the Contract signature by employee task, you can download two files:
            • Contract: click Download to get the original contract drafted by HR.
            • Upload signed contract: click the download icon next to the file name to get the signed contract uploaded by the new joiner.

      • Profile of the Employee: Offers a summary of the new joiner’s profile for easy reference.



By following these steps, you can efficiently manage and monitor the onboarding process, ensuring a smooth experience for new joiners. BrioHR’s intuitive dashboard allows you to stay on top of tasks, schedules, and communications to facilitate a seamless integration.

 

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.