Quick answer
Go to Admin → Lifecycle, and under Induction templates by department and role pair a department, a designation or both with an onboarding template. When someone with a matching profile is hired, their checklist opens with each task's owner and due date already set, and you track completion on the case.
What a task holds
Every task in a template has a title, an owner role (for example HR, IT or the manager), a due offset in days from the day the case opens, and an optional evidence requirement. The case keeps each task's status, who completed it and when.
Letters
Offer and appointment letters are not part of the checklist. They live under Documents, use merge fields such as the employee's name and joining date, and download as PDF.
Frequently asked questions
- Which assignment wins when several match?
- The most specific one. A department and designation together beat a designation alone, which beats a department alone. Matching ignores capital letters and extra spaces.
- What if no assignment matches?
- Nothing opens automatically and the hire is unaffected. You can still open a case by hand from the Lifecycle page.
- Where are the offer and appointment letters?
- Under Documents. Letter templates fill in the joiner's name, designation, joining date and more, and each letter can be downloaded as a PDF. See "Generating letters".
Related articles
How does employee onboarding work?
Invite a new hire by email, let them complete a 10-step onboarding form with autosave and document uploads, then approve it or request changes from the review table.
How do I generate HR letters on company letterhead?
Create letter templates with placeholders, generate personalised letters for employees, and download branded PDFs styled by your letterhead settings.