Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access levels: Manager, Admin
Our platform onboarding feature is a digital tool that automates and streamlines the process of welcoming new employees to your organization. It helps manage employee onboarding effectively, and allows new hires get up to speed quickly, integrate into the company, and become productive as soon as possible.
The goal is to increase the efficiency of onboarding processes, improve the new-hire onboarding experience, and enhance compliance and security. Having onboarding solutions in place also creates personalized and more engaging employee onboarding experiences, ensuring new hires are set up for success.
In Canada, where provincial compliance and accurate data collection (such as Social Insurance Numbers and banking details) are crucial, this tool ensures new hires integrate into the company quickly and securely.
In this guide, we will look at how to easily onboard your employees in Employment Hero, which documents you need to send to them, and how to onboard with the EH Work App.
How do I onboard my employees?
If you are an administrator or manager looking to onboard your employees into Employment Hero, start with this section. Employment Hero will guide you through the onboarding process, prompting you to add the employee's details, the employment details, the pay details and finally, to create, edit and send a contract.
Enhance your new employees' onboarding experience with Employment Hero's paperless onboarding process. The Employee Onboarding widget on your dashboard allows you to specify pay and allowance details, track your employees' progress, and send reminders if necessary.
The Onboarding Journey
Paperless Experience: Use the Employee Onboarding widget on your dashboard to specify pay and allowance details and track progress.
Contractor Onboarding: You can also onboard contractors with specific digital contracts to ensure clear terms of engagement.
Recruitment Integration: If a candidate was sourced via SmartMatch or the EH Recruitment module, all candidate data—including CVs and contact info—will automatically flow into the onboarding profile.
Invite Early Adopters: While your Canadian platform is in setup mode, you can invite chosen staff to explore the system with you.
Quick Add: Use the Quick Add feature for internal testing, but remember that full onboarding workflows only trigger when an employee completes the standard self-onboarding flow.
- For full details, please see: How do I onboard a new employee?
- See also: How do I onboard a contractor with a contract?
When setting up your new platform, you can invite staff members to become Early Adopters. This allows chosen people to explore the platform in the set-up phase with you so that all admins can learn together.
For full details, see: How do I add an employee?
The Onboarding Checklist feature helps hiring managers manage any necessary steps to introduce new staff to the company. It allows an administrator to generate a list of tasks to be implemented during the onboarding process. They can edit, clone and delete individual tasks, as well as delete onboarding checklists.
For full details, see: Setting up my onboarding checklists.
An onboarding WorkFlow allows you to customize the flow so repetitive tasks are automatically triggered. You can use this Custom workflows based on "When-If-Then" logic:
IT Provisioning: Automatically trigger the creation of Google Workspace or Microsoft 365 accounts once onboarding is finished.
Automated Engagement: Schedule a 1:1 session automatically when an employee reaches a certain stage in their journey. When a new employee is onboarded. An onboarding WorkFlow allows an organization to customize its onboarding flow so that some repetitive tasks are automatically triggered when an employee reaches a certain stage of their onboarding. For full details, see this article: Automatically create a one-to-one when a new employee is onboarded.
Regional Compliance: Trigger specific checklists based on the employee's location (e.g., specific tasks for Ontario vs. British Columbia).
For full details, Configure my organization's onboarding workflows.
Adding employee details
To add your employees' details, refer to the sections below.
Refer to this guide for a walkthrough on how to add an employee's personal details to their digital employee file.
Refer to the digital employee file to add or review personal details. In Canada, this is where sensitive information like SIN and paystub preferences are managed.
Use Custom Fields to tailor the data collection process.
Flexible Formats: Create free-text, single-select, or multi-select questions.
Permissions: Control who can see or edit specific data points to maintain privacy compliance.
Contracts, documents and certifications
This section covers how to issue contracts, fill in tax information, and manage medical disclosures.
This article provides a walkthrough on how to choose, edit and send a contract to a new employee.
- HR Documents: Send the required documents and forms to your employees before their commencement date. If the employee was sourced from the EH Recruitment experience, all candidate data will be brought across when onboarding. For full details regarding how to do this, see this article: Issue HR documents to employees.
- Digital Contracts: Choose, edit, and send contracts directly through the platform for secure digital signing.
- Certifications: You can ask your new employee to upload their certifications and qualifications before their commencement date. For information about how to do this, see Require employees to add their certificates when onboarding.
- Medical Disclosure: If you require medical disclosure from your employees before their commencement date, see the following article.
Employee Self-Service with EH Work
The EH Work app allows Canadian employees to manage their onboarding and ongoing employment from their mobile device.
Mobile Onboarding: New hires can complete their personal and banking details in seconds via the app.
Instant Access: Once onboarded, employees gain instant access to their paystubs, schedules, and leave balances.
Real-time Notifications: Employees receive alerts for shift changes or document requests directly on their phone.
Explore related content
- How to manage schedule in the EH Work App Work App provides users of the EH Work app the opportunity to manage all aspects of their employment from their mobile device.