Send onboarding forms to an existing employee in Humanforce HR

Follow this guide to issue onboarding form templates to an existing employee profile in Humanforce HR.

Issue onboarding from the employee profile

1. Navigate to the employee's profile via the people directory or the search bar. 
   The employee must have both a job and an active user account.

2. Select the Onboarding tab.

3. Click Issue Onboarding.
   

4. Review the onboarding steps, then click Issue Onboarding again to confirm.
   

5. The employee will be directed through the selected onboarding steps the next time they log in.
   You can monitor their progress from:

   • Employee Profile > Onboarding tab

   • People > Onboarding > Overview page

When successful, the employee’s onboarding status will update in both their profile and the Onboarding Overview page.

Issue onboarding from the Onboarding Overview page

1. Go to People Onboarding 

2. Search for the relevant employee.
   The employee must have both a job and an active user account.
   

3. Click Start.

4. Review the onboarding steps, then click Submit to confirm.

5. The employee will be directed through the selected onboarding steps the next time they log in.
   You can monitor their progress from:

   • Employee Profile > Onboarding tab

   • People > Onboarding > Overview page

When successful, the employee’s onboarding status will update in both their profile and the Onboarding Overview page.

Additional information

• You can only issue onboarding if a job has already been created on the employee’s profile.

• To update or design onboarding templates, refer to Configuring Onboarding Form Templates