How to initiate bulk onboarding?

This article explains how to initiate bulk onboarding of new employees manually.

Bulk onboarding is useful when batches of employee records are added but the onboarding process is not automatically initiated. To manually initiate the onboarding process,

  1. Go to the People tab under the Onboard app.
  2. Select the employees for whom the onboarding process has to be initiated.
  3. Click the Actions button on the top of the grid.
  4. Select the option Bulk Start Onboarding.

Please note that bulk onboarding can be initiated only once in case the onboarding has never been triggered. If you wish to assign only specific tasks from checklists please refer to this article.

Please repeat the process if there are more than 100 employees for whom the onboarding process is to be initiated.