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Smart Onboarding is a software solution that directs new hires to an online pre-boarding and onboarding process that allows them to enter employee information, payroll, compliance requirements, organization information such as policies, benefits, regulation-specific requirements, as well as completing any other tasks or content which you wish to present.  The software is highly configurable, allowing the solution to accommodate the specific onboarding needs of your organization.

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Smart Onboarding Life Cycle
  • Organization activation - Welcome to Smart Onboarding
  • Tailor the system to your organization's needs with system configuration
  • Invite new hires to do their onboarding, which sends an email to the new hire
  • The new hire creates an account in Smart Onboarding and proceeds through a set of online activities that allows your organization to set them up in your Human Resources and Payroll systems
  • The new hire completes onboarding activities
  • Business users optionally participate in background checking, I-9/E-Verify and HR system review activities
  • New hire is on board
  • Post-hire activities
Onboarding at a Glance

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What does a typical onboarding process look like?

The image below depicts a typical onboarding process.  

Onboarding at a Glance

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The diagram below shows a typical Smart Onboarding Flow.

Smart Onboarding Flow

 

 

What are users and roletypes?

Users are those who use the Smart Onboarding system.  Users are divided into these categories:

  • Administrative Users
  • Business Users
  • New Hires

Administrative and Business Users can be assigned roletypes.  A roletype controls which functions a user can perform within Smart Onboarding.  A user can be assigned one or more roletypes.  Roletypes are divided into these categories:

  • System Administrator
  • Process Administrator
  • Content Administrator
  • Recruiter
  • HR Specialist
  • I-9 Specialist
  • E-Verify Specialist
  • Help Desk Analyst
  • New Hire

There is more information about users and roletypes in this section:  Smart Onboarding Users.