> ## Documentation Index
> Fetch the complete documentation index at: https://docs.firstwork.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding

> Create structured onboarding flows to ensure every new hire is set up for success

## 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.

## How Onboarding Works

```mermaid theme={null}
graph LR
    A[Hiring Complete] --> B[Contract Created]
    B --> C[Onboarding Flow Assigned]
    C --> D[Document Collection]
    D --> E[Compliance Checks]
    E --> F[Training Enrollment]
    F --> G[Onboarding Complete]
```

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.

## Onboarding Flow Components

### 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

### 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

### Training Courses

Enroll new hires in required training through the [LMS](/features/lms):

* Company orientation
* Safety training
* Compliance courses
* Role-specific training

## Onboarding Automations

Automations streamline the onboarding process:

| Trigger            | Action           | Example                             |
| ------------------ | ---------------- | ----------------------------------- |
| Onboarding started | Send email       | Welcome email with next steps       |
| Form completed     | Check compliance | Verify document authenticity        |
| Document uploaded  | Run OCR          | Extract data from ID documents      |
| All tasks complete | Update contract  | Mark onboarding as complete         |
| Task overdue       | Send reminder    | Email/SMS reminder to complete form |

## Monitoring Onboarding

### 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

### Compliance Monitoring

Real-time compliance status across all onboarding employees:

* Document verification status
* Background check results
* Training completion rates
* Required form submission status

## 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