Onboarding Pipeline: Information Entry
Section description
The "Information Entry" tab in the "Onboarding Pipeline" subsection represents the first stage of integrating a new employee into the company. At this stage, the admin requests necessary information about the employee to establish their profile in the system. The admin can select which specific data the employee should provide about themselves or skip the stage.
Features list
- Data selection required for profile completion
- Skipping stage
Feature Overview
Data selection required for profile completion
To request profile information, navigate to the "Information entry" tab, select the employee, and click the "Request information" button.
The admin can customize the required fields for profile completion and set deadlines. If the deadline approaches, the employee and the admin will receive a notification reminder.
The admin can configure the completion of the following fields:
Basic Information
- First name
- Last name
- Gender
- Marital status
- Date of birth
Contact Information
- Personal email
- Phone number
- Address
- Postcode
- Country
- State
- City
Online Presence
Personal Details
- Profile photo
- Allergies
- Dietary restrictions
- Shirt size
- Language
Banking Details
- Bank name
- Account name
- Account number
Emergency Contact
- Name
- Relationship
- Phone number
After the admin selects the required fields, the system sends a request for information completion to the employee's email. Simultaneously, the employee's card status changes to "Pending."
Upon completing the information, the employee's card moves to the next stage, "Signing docs," with the status changing to "Ready."
Skipping stage
To skip this stage, click on the "Skip" button. This action will move the employee's card to the next stage. Please note that you cannot skip this stage if a request has already been sent to the employee.
