Managing Pre-Hire Follow-Up and Onboarding Preparation
Track document collection, equipment setup, and account creation for new hires between offer acceptance and start date.
[Pre-hire flow]
Offer accepted → Set pre-start orientation → Request documents → Prepare equipment and accounts → Welcome on Day 1
[Managing new hires in WorkVell]
HR → Recruitment → Offer Accepted List
Move accepted candidates to the New Hire status.
[Collect pre-start documents]
Request submissions through the WorkVell new hire portal:
- Personal guarantor form
- Address and dependent declaration
- My Number (tax ID) consent
- Bank account information
- Prior employer's withholding tax certificate
Track submission status per document in real time.
[Pre-start checklist]
New Hire → Preparation Checklist
- IT account creation request (for IT team)
- PC/device preparation
- Building access card and employee ID
- WorkVell account creation
- Welcome message
Assign owners to each task and track completion.
[Share info with new hire in advance]
New hires can optionally access WorkVell before their start date (tenant-dependent).
Viewing company info and training schedule early helps a smoother onboarding.
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