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Overview

Onboarding Flows in Firstwork provide a structured process for bringing new hires into your organization. They ensure every employee completes required tasks — from document submission and policy acknowledgment to training courses and system setup.

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How Onboarding Works

  1. Contract creation triggers onboarding — When a candidate completes the hiring process and a contract is created, they’re enrolled in an onboarding flow.
  2. Tasks are assigned — The system assigns forms, documents, and training based on the onboarding flow configuration.
  3. Progress is tracked — Managers and admins can monitor completion status across all onboarding items.
  4. Automations fire — Email reminders, Slack notifications, and other actions trigger based on progress.

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Onboarding Flow Components

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Forms

Onboarding flows include forms for collecting:
  • Personal information (emergency contacts, banking details)
  • Tax documents (W-4, I-9, etc.)
  • Policy acknowledgments
  • Equipment preferences
  • System access requests

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Document Requirements

Define which documents new hires must submit:
  • Government-issued ID
  • Work authorization documents
  • Professional certifications
  • Signed offer letter / employment agreement
Documents can be:
  • Verified manually by HR
  • Processed automatically with OCR
  • Validated against compliance rules

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Training Courses

Enroll new hires in required training through the LMS:
  • Company orientation
  • Safety training
  • Compliance courses
  • Role-specific training

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Onboarding Automations

Automations streamline the onboarding process:

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Monitoring Onboarding

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Dashboard Widgets

Track onboarding metrics with built-in dashboard widgets:
  • Number of employees currently onboarding
  • Average time to complete onboarding
  • Incomplete tasks by category
  • Overdue items requiring attention

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Compliance Monitoring

Real-time compliance status across all onboarding employees:
  • Document verification status
  • Background check results
  • Training completion rates
  • Required form submission status

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Multi-Entity Onboarding

For organizations with multiple Legal Entities, onboarding flows can be customized per entity:
  • Different document requirements by jurisdiction
  • Entity-specific training courses
  • Localized forms and templates
  • Region-specific compliance rules