Employee Pre-Onboarding

Manage the employee workflows, like pre-onboarding initiation, access requests, and status updates, of the HR process at your company.

Database

Database

Manage the pre-onboarding process and associated records in a central repository.

Workflows

Workflows

Configure workflows to route records based on business logic (approvals, checklist, status change, etc.).

Interface

Interface

Set up role based access control for employees, HR/IT, facilities, etc.

Integration

Integration

Connect with Slack, SAP SuccessFactors, ServiceNow, and 1,000+ product integrations, plus REST API.

AI

AI

Customize the application to your company's process and workflows using AI.

Security

Security

Protect your data with SSO/MFA, ISO/IEC 27001, SOC 2 + HIPAA Type 2, and GDPR compliance.

Manage all your requirements from a unified interface

Initiation

Set up the form for the HR onboarding coordinator to initiate pre-onboarding based on the cleared to hire list. Enable fields to collect the data required for the process (offer letter, tax documents, bank details, employee handbook, badge request, etc.).

Status

View the status of pre-onboarding from initiation to completion. Trigger workflows based on the status (candidate data entry, asset assignment, final verification, etc.). Ensure that everyone is updated on the status of pre-onboarding before progressing.

Workflows

Configure records to be routed through a rule-based, multi-stage, multi-role DRI matrix that assigns records to different stakeholders (IT service desk executive, facility manager, HR operations lead, HRIS manager, hiring manager, etc.).

Checklist

Set up a checklist to ensure that the pre-onboarding process is followed without issues (hardware procurement, system access provisioning, securing physical workspace, statutory forms completion, SSO credentials assignment, etc.).

Users

Set up role-based access control (RBAC) for employees. Map roles to record view/edit permissions (requester, reviewer, approver, etc.). Ensure that only the users and groups in the RACI matrix can view and take action on the records.

Compliance

Maintain a time-stamped audit trail for each record. Search records by unique ID to find the users and associated details. Maintain a documented comment thread of discussions and @mention specific users to trigger notifications.

Frequently Asked Questions

Zoho Creator is an AI-powered application development platform that's used to automate business processes and workflows in organizations. With it, you can build custom applications specific to your requirements.

The Employee Pre-Onboarding application is installed and runs on Zoho Creator. You can fully customize the application to your company's requirements if desired.

Yes, there is a 15-day free trial.

Zoho Creator ensures the logical separation of your data from everyone else's. Data retention and backup happens in a secure manner, and all data is stored in data centers in multiple geographies to ensure enterprise-grade security and high availability.