Onboarding

Every new hire ready on day one

Track every onboarding task and document for every new hire on one board, with an owner and a due date for each, and keep the new hire informed as things get done.

  • One board, all hires
  • Documents verified
  • New hire notified
New hire receiving a laptop and welcome kit on the first day
app.nexapeoplehr.com/employees
OnboardingAdd task
TasksChecklistsDocumentsSettings
2 new hires start on Monday · 4 tasks are due today
Starting this month
6
2 on Monday
Open tasks
23
4 due today
Documents verified
31
of 36
TaskNew hireOwnerStatus
Laptop and accountsAisha KhanITDone
Signed contractLeo MartinsHRIn progress
Safety inductionYusuf RahmanOperationsPending
Bank detailsLeo MartinsPayrollPending
Buddy introductionAisha KhanLucas MeyerDone
Leo Martins
HR Officer · starts Mon 18 Aug
Tasks done3 of 8
National IDVerified
ContractSubmitted
Bank detailsPending
Probation90 days
Leo is notified every time a task moves.

Why it matters

A first week that feels organised, because it is

One board for every new hire's tasks and documents, so nobody starts without a laptop, a login or a contract. Every task has an owner and a due date, and every document is checked before day one.

app.nexapeoplehr.com/employees
OnboardingAdd task
TasksChecklistsDocumentsSettings
2 new hires start on Monday · 4 tasks are due today
Starting this month
6
2 on Monday
Open tasks
23
4 due today
Documents verified
31
of 36
TaskNew hireOwnerStatus
Laptop and accountsAisha KhanITDone
Signed contractLeo MartinsHRIn progress
Safety inductionYusuf RahmanOperationsPending
Bank detailsLeo MartinsPayrollPending
Buddy introductionAisha KhanLucas MeyerDone
Leo Martins
HR Officer · starts Mon 18 Aug
Tasks done3 of 8
National IDVerified
ContractSubmitted
Bank detailsPending
Probation90 days
Leo is notified every time a task moves.
  • One board, every hire

    See every onboarding task across all new hires, with owner, due date and status.

  • Documents, verified

    Collect contracts, IDs, bank and tax documents and mark each one verified.

  • New hires kept in the loop

    Every task change notifies the new hire in the app, and by email when it's set up.

01Tasks

Every task has an owner and a date

Give each task to a team or a person, set a due date and move it from pending to in progress to done. The board shows everything that's still open across every new hire, so nothing waits for someone to remember it.

  • Tasks owned by a team or a named person
  • Pending, in progress and done, with reopen
  • Every status change enforced by the server
  • One view of every open task across all hires
Colleague welcoming a new hire at reception

02Checklists

Your onboarding playbook, written down

Keep a checklist register for each department or role with the tasks and owners that always apply, so every manager runs onboarding the same way. Set your probation period and decide whether documents are mandatory.

  • Checklists by department or role, with owners
  • Active and inactive checklists as your process changes
  • Probation periods of 30, 60, 90 or 180 days
  • Your own list of document types
Engineering checklist8 tasks
  • Laptop, email and repository access

    Owner: IT

    Day 1
  • Contract and policy sign-off

    Owner: HR

    Day 1
  • Meet your buddy and team

    Owner: Line manager

    Week 1
  • 30-day check-in

    Owner: Line manager

    Day 30

03Documents

Paperwork collected and checked

Track every document a new hire owes you, from ID and contract to bank and tax forms. Each moves from pending to submitted to verified, so you always know what's missing before payroll needs it.

  • ID, contract, certificate, bank, tax and your own types
  • Pending, submitted and verified statuses
  • Documents can be made mandatory
  • Kept with the employee's record
National IDUploaded Monday
Leo Martins · documents3 of 5

Submitted

1 item

  • Signed contract

    Sent for signature

Pending

1 item

  • Bank details form

    Needed before payroll

Plan your next new hire's first week.

Free for 24 hours

How it works

From setup to done, step by step

Set it up once with our team. After that, it runs every day on its own.

  1. 1

    Write your checklists

    Set up the tasks and owners that apply to each department or role.

  2. 2

    Add the new hire's tasks

    Create their tasks with owners and due dates on the onboarding board.

  3. 3

    Work through the board

    Owners start, complete or reopen tasks, and the new hire is notified each time.

  4. 4

    Verify the paperwork

    Collect each document and mark it verified before payroll needs it.

Nexa AI

Ask Nexa what's still open before Monday

Nexa reads the onboarding board for you, finds what's overdue and prepares the updates, then asks before changing anything.

See how the Nexa agent works
  • “What's still open for the new hires starting Monday?”

    6 tasks are open for 2 new hires, including Leo Martins' bank details form and signed contract.

  • “Mark the IT tasks for Aisha Khan as done.”

    Found 3 IT tasks for Aisha Khan. Ready to mark them done once you confirm; she'll be notified.

  • “Which documents haven't been verified this month?”

    5 documents from 3 new hires are submitted but not verified yet. Links are below.

Everything included

Every detail of onboarding, covered

One task board
Every new hire's tasks in one place.
Team or person owners
Give tasks to IT, HR, Facilities or a named colleague.
Enforced statuses
Pending, in progress, done and reopen, checked by the server.
In-app notifications
The new hire hears about every task update.
Email too
When outgoing email is set up, updates go by email as well.
Checklist register
Standard tasks by department or role.
Document tracking
Pending, submitted, verified.
Probation periods
30, 60, 90 or 180 days.
Role permissions
Menus and pages follow each role's access.

Start free today

Make every new hire’s first day ready

One board for every task and document, owners and due dates for each, and new hires kept in the loop. Start free and plan your next new hire's first week.

  • 01One board, all hires
  • 02Documents verified
  • 03Owners and due dates

FAQ

Questions about onboarding

Anything else? Talk to our team.

Each new hire's tasks live on one onboarding board with an owner, due date and status. Owners move tasks from pending to in progress to done, and the new hire is notified at each step.

Yes. Keep a checklist register by department or role with the tasks and owners that always apply, and use it to set up each new hire's tasks.

Yes. Track ID, contract, certificate, bank, tax and your own document types, each moving from pending to submitted to verified.

Yes. Every task change sends the new hire an in-app notification, and an email too if outgoing email is configured.

Hiring in Nexa People and Nexa Recruiter leads straight into an employee record, so onboarding starts from the same data instead of re-typed details.