Onboarding

Workflow instance lifecycle

Every new hire's onboarding is its own tracked instance from "not started" to "completed", with timestamps and audit at every transition. You always know where everyone stands without asking.

Template creation, versioning, and lifecycle

Build an onboarding template once per LOB, version it, and the system runs new hires through the right version automatically. When you change the template, in-flight onboardings keep their original version — no more retroactive surprises mid-flow.

Task assignment, status, overdue flagging

Tasks route to the right assignee based on role and team — IT for laptop provisioning, HR for paperwork, supervisor for shadow shifts. Overdue tasks surface automatically; you stop chasing managers in DMs.

Completion validation

The system blocks an onboarding from being marked "complete" until required tasks, documents, and policy acks are all in. No more agent on the floor whose I-9 was never signed because someone forgot to check.

Employee record + user account provisioning

Once the offer accept fires, the platform creates the employee record AND the user account, resolving any just-in-time conflicts (existing user with the same email, etc.). IT and HR don't double-key; nothing falls through the cracks.

Background check gate, deferral, manual override

BGC outcome blocks onboarding by default — strict or conditional per LOB — with an audited manual override path for the cases legal pre-cleared. You stop scheduling agents whose check is still pending, and you have the audit trail when one does slip through.

Document upload, verification, rejection with reason

New hires upload work-permit, void cheque, PIPEDA acknowledgement, etc. into the portal. HR reviews, accepts or rejects with a reason, and the new hire re-uploads — no email back-and-forth, no scanned PDFs lost in someone's inbox.

Policy acknowledgement tasks (Policy Manager integration)

The handbook, code-of-conduct, and any LOB-specific policies show up as onboarding tasks; the new hire reads and e-signs each. Compliance has a clean audit trail; you stop printing policy packets.