PEOPLE & OPERATIONS
Onboarding
Collect documents, assign policies and complete tasks before Day 1.
Tailored onboarding journeys that help new hires become productive from the first hour, with documents, checks, tasks and welcomes all automated.
PEOPLE & OPERATIONS
A calm process end-to-end.
No consultants. No six month rollout. Live in days.
Create onboarding journeys for different roles or locations using ready made templates or fully customised flows. Documents, right to work checks, policies and welcome tasks are automatically sent before day one, while a central dashboard keeps track of every new hire’s progress. When the employee starts, their full profile is already live in HR Core with no need for duplicate data entry.
Pick a journey
Start from a template or create your own for each role or location.
Automate pre-Day-1
Documents, right to work checks, policies and welcomes are all sent automatically.
Track completion
A single dashboard lets you track the progress of every new hire in one place.
Promote to HR Core
On day one, the full employee profile is already live with no duplicate data entry.
A DAY IN THE FLOW
How Onboarding feels on a live Tuesday.
Forget the feature lists for a moment. Here’s what the process actually looks like from “we should start this” to fully up and running on mobile or desktop, all in under an hour.
Request received
A new request comes in from a candidate, employee or manager, and everyone can see it instantly.
Automatically routed
Root HR applies the right rules, approver, policy and SLA automatically, so nothing gets missed.
Approved anywhere
Managers can approve requests on mobile in seconds, and employees see updates straight away.
Everything recorded
Audit trails, reports and policy acknowledgements are all captured automatically with no chasing, uploads or spreadsheets.
THE WHOLE FLOW
End-to-end, with nothing lost in the middle.
From first task to final approval, every step stays connected, tracked and easy to manage.
Pick a journey
Start from a template or create your own for each role or location.
Automate pre day one
Documents, right to work checks, policies and welcomes are all sent automatically.
Track completion
A single dashboard shows the progress of every new hire in one place.
Move into HR Core
On day one, the full employee profile is already live with no duplicate data entry.
WHAT YOU GET
Built to make onboarding effortless.
Pre built templates
Ready made onboarding journeys tailored to different roles and teams, so you can get started quickly.
Document collection
Automatically request right to work documents, contracts and signed policies from new starters.
Task checklists
Keep every pre day one task organised with clear owners and deadlines.
New hire portal
Give every new joiner a branded welcome space with everything they need in one place.
A DEEPER LOOK
Every screen, purpose-built.
Onboarding brings together dashboards, records and workflows that guide new starters smoothly from day one.
WHO IT'S FOR
Built for the people who get it done.
Talent team
Candidates move smoothly from offer to day one with nothing missed along the way.
New joiner
Everything they need is ready in one branded welcome space, making the first days feel clear and organised.
Manager
Managers can see exactly when a new hire is fully onboarded and ready to start.
INTEGRATIONS
Works seamlessly with your stack
Onboarding connects seamlessly with the full Root HR suite and the tools your team already uses.
Digital Signature
Document Vault
Policies
ATS
QUESTIONS
Frequently asked questions
Can I build different journeys per role?
Yes. You can create different onboarding journeys for each role, department, location or employment type, with tailored tasks, documents, approvals and policies for every new hire.
Can employees complete onboarding on mobile?
Yes, employees can upload documents, sign policies, complete tasks and track progress from any device, including mobile.
PEOPLE & OPERATIONS
More in this category
HR Core
Manage staff profiles, roles, employment details and full history in one place.
Offboarding
Manage secure exits with asset returns, access removal and final checks.
Tasks & Workflows
Assign tasks, approvals and reminders across teams with clear ownership.
Ready to try Onboarding?
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