Onboarding Module Operations: Who Sees Which Tasks, and How to Fix a Wrong Manager or Stakeholder

Who sees what in onboarding tasks

Onboarding tasks appear in the task list of the stakeholders assigned; the details of the tasks are only open to the assignee and to HR users with onboarding-module permission.

Note: if the assignee is not able to view onboarding details within the employee's profile, the viewer is not the task's assignee or lacks the permission to this information. The permission can be granted through the User Group permissions if required.

Wrong manager or stakeholder assigned to an onboarding

Update or change the relevant stakeholder at the See Stakeholders button within the Onboarding module.

If the task has not yet been completed, it will be routed to the newly assigned stakeholder to complete. If the task has already been completed by the initially assigned stakeholder, the new stakeholder will receive the future and upcoming tasks.

Hiring from Recruitment — when does onboarding start?

Hiring a candidate from the Recruitment module creates the employee profile; whether the new joiner is included in onboarding is decided at the hire step. HR/Admins select the onboarding process applicable to the employee; once all information is completed and submitted, the status in the Recruitment module shows Hired. HR/Admins then go to the Onboarding module to Initiate the onboarding process for the employee.

Access before the join date

A new joiner who only received their login credentials via the activation email cannot log in before the official join date — unless they received the separate Onboarding-module welcome email for early access.

FAQ

Q: We added an existing employee to the Onboarding module by mistake — can we cancel or remove it?
Not at the moment. Once an existing employee has been added to the Onboarding module, there is no option to remove them from the onboarding list. You can safely ignore the entry — it does not affect the employee's profile, payroll, or anything else (see Created an Employee Profile by Mistake?).

Related articles: How to Reset Onboarding for a New Employee · How to Initiate Onboarding and Set Roles for a New Joiner