How to Manage Onboarding Process in Horilla Open Source HRMS Software | Free Onboarding Software

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Onboarding in HRMS means helping new employees fit into a company. It includes steps like pre-boarding, where they get ready before starting, orientation to learn about the company, compliance to follow rules, integration to join the team smoothly, and follow-up to make sure they’re settling in well.

00:00 Intro

01:00 Onboarding view

2:58 Candidate View

Onboarding is super important because it helps new employees feel comfortable, understand how things work, and feel like they’re part of the team. It’s like giving them a warm welcome and helping them get ready to do their best work for the company. Good onboarding sets the stage for a great work experience!

The Onboarding View is a vital part of onboarding software, helping recruiters manage the process for new hires. It organizes candidates based on their onboarding stage and lists all tasks required. Recruiters track each candidate’s progress and ensure tasks are completed on time. They can assign tasks to team members, ensuring smooth progress. This view centralizes onboarding management, keeping recruiters organized & efficient. It ensures new hires receive a seamless employee onboarding experience, helping them integrate into the organization smoothly. With the Onboarding View, recruiters can efficiently guide new hires through the process, ensuring a positive start to their journey with the company.

The “Stage Create” button on the onboarding view (marked as 1 on the image) lets users create new stages for managing candidates during onboarding. Users can define each stage and assign a stage manager, customizing the process to their needs. This feature simplifies candidate management, allowing for tailored organization of stages. It also centralizes all stages and associated candidates in one place, making it easy to track progress. With this button, users can efficiently design and oversee the onboarding journey, ensuring candidates move smoothly through each stage. It’s a user-friendly tool that enhances organization and efficiency in managing the onboarding process for new hires.

The onboarding task create button (marked as 2 in the image)  simplifies task management for new employee onboarding. Users can create, assign, and track tasks easily. They assign tasks to team members, set deadlines, and monitor progress. This feature centralizes all onboarding tasks, ensuring nothing falls through the cracks. It streamlines the process, preventing delays or missed steps. With this button, users have a clear overview of all tasks, making it easier to ensure everything is completed on time. It’s a user-friendly tool that enhances efficiency and organization, ensuring that new employees receive a smooth and timely onboarding experience, setting them up for success within the organization.

The candidate stage bulk update feature (marked as 3 in the image) allows the person overseeing candidate onboarding to update multiple candidates’ stages simultaneously. This feature speeds up the onboarding process by eliminating the need to update each candidate individually. Users can select multiple candidates at once and move them to their appropriate stages, saving time and effort. It streamlines the process, making it more efficient and less time-consuming for the onboarding team. With this feature, the onboarding process becomes faster and more streamlined, ensuring that candidates progress smoothly through their onboarding journey and join the organization quickly and seamlessly.

The candidate view in the onboarding software system shows all hired candidates and their details like joining date, recruitment source, email, and job position. Users can easily access candidate info and track their progress during onboarding. It allows single or multi-selection of candidates, helpful for batch onboarding or mass communication. Once chosen, users can start the onboarding process directly from the view. This tool streamlines onboarding management, improves communication with new hires, and ensures a smooth transition for both candidates and the company. It’s a convenient and efficient way to handle the onboarding process and keep everything organized.

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