Onboarding

Create structured onboarding processes for new employees with phases, templates, and a Kanban overview.

What is the onboarding feature?

With the onboarding feature in Papershift Pulse, you can create standardized and repeatable workflows for new employees. It consists of:

• Phases (for structure)
• Templates (for reuse)
• Kanban view (for tracking progress)

Where can I find the feature?

You can find the onboarding feature in the left-hand main navigation under “Onboarding.”

Caution

If you don’t see the menu item, you probably lack the required permission. The feature is usually only visible to HR personnel.

Set up onboarding

1. Create phases

Phases divide the onboarding into meaningful steps. They apply globally across all templates and onboardings.

To set up phases:

1. Go to Account Settings.
2. Open the “Onboarding” tab.
3. Create, edit, delete, or sort phases as needed.

Note

Phases must be defined before you can create templates. Tasks are assigned directly to phases.

2. Create templates

Templates define tasks for each phase and can be reused for different roles.

To create a template:

1. Go to the “Onboarding” tab in Account Settings.
2. Create a new template.
3. Navigate through all phases within the template and define tasks.

Tip

You can duplicate templates and customize them for specific roles.

Tasks consist of a title and a description. The description supports formatting:

• Bold, italic, strikethrough
• Headings (h1–h3)
• Lists (ordered, unordered)
• Checkbox lists (ideal for subtasks)

Tip

Just leave phases empty if not needed for a template. You can skip them during the process.

Start onboarding

Once phases and templates are set up, you can start an onboarding.

To start an onboarding:

1. Open the “Onboarding” section.
2. Click “Start onboarding.”
3. Select an employee, a template, and the first working day.

You can also start a blank onboarding—without a template.

Track progress

Kanban view

All onboardings are displayed in a Kanban view. Each phase appears as a column, and employees are placed according to their phase.

• Clicking a name shows details
• Tasks can be assigned, completed, added, or removed
• Later phases are already editable

Tip

By default, only ongoing onboardings are shown. Remove the filter to show all.

Manage tasks

In the detail view of an onboarding, you can:

• Assign tasks
• Mark tasks as completed
• View your own tasks (filter)
• Hide completed tasks

Switch between phases

Once all tasks in a phase are completed, you can move the onboarding to the next phase. The progress bar (per phase) resets to zero.

Complete or cancel onboarding

Once you’ve finished the process, you can mark the onboarding as “completed.” Alternatively, you can cancel it at any time.

Employee view

During onboarding, employees see a dedicated tab in their profile: “Onboarding”

Included there:

• A personal welcome message
• A list of tasks assigned to the new employee with the option to mark them as “completed”

After the onboarding is completed, the tab is automatically removed.

FAQ

Why don’t I see the onboarding feature?

You probably lack the required permission. Only HR roles can see the feature.

How do I set up phases?

Go to Account Settings → “Onboarding” tab. There you can create, delete, or sort phases.

Can I customize tasks individually?

Yes. In each onboarding, you can add, remove, or edit tasks.

How do I start onboarding for new employees?

In the “Onboarding” section, click “Start onboarding,” select an employee and template, and set the first working day.

Can employees have multiple onboardings at the same time?

No. Only one onboarding or offboarding is possible per employee at any given time.