Pre-boarding new joiners

Collect a new joiner's details, bank account and documents before day one, then create the employee in one click.

Pre-boarding saves the first-day scramble for documents. The new joiner fills everything in from home, and HR only checks it.

Step by step

1. Go to Recruitment → Candidate Onboarding and click Pre-boarding on the person.
2. Check the joining date, write first-day instructions (where to come, what time, whom to ask for) and click Email the pre-boarding link.
3. The joiner opens the link (no account needed) and fills in their personal details, emergency contact, bank account and PAN/UAN, and uploads the documents you've marked as required. They can save and come back.
4. When they click Send to HR, you get an email.
5. Check the details and documents. Click Send back with a note if something's wrong, or Mark verified.
6. Click Create the employee. The Add Employee form opens already filled in. Choose branch, department, designation and role, and save. Their documents are attached and marked verified.

Which documents are asked for?

All your Document Types. The ones marked required must be uploaded before they can send it.

Not working?

The joiner says the link doesn't open. Links stop working 30 days after the joining date. Click Save and email the link again.

They can't change anything after sending. That's on purpose. Click Send back and their form opens again.

"Enter a valid IFSC code". IFSC has 11 characters, the fifth is a zero: SBIN0001234.

Frequently asked questions