Module

Employee onboarding: fewer departures during probation

One onboarding script instead of "we explained it verbally." Probation-period goals are set automatically from a template, a newcomer is supported by a Welcome course, check-ins and feedback, and HR sees the status of every probation period company-wide in a single view.

Launch: 2–4 daysRoles: HR, manager, mentor, newcomer

What the module delivers

A newcomer reaches results fasterProbation-period goals are set automatically from a template for their category — a newcomer knows what's expected from day one.
Fewer departures during probationCheck-ins with the newcomer throughout the period, feedback from the manager and mentor — problems surface before someone decides to leave.
Every probation period under controlHR sees the status of every running process across the organization in one view — no gathering data from individual managers.
One script, not "however it turns out"The Welcome course, goal cards and check questions are the same for every employee in a given category.

How it works

Hiring

A hiring order is registered (creation date and effective date), and the onboarding process starts.

Goals & Welcome course

Probation-period goals are set automatically from the category template, and a Welcome course is assigned.

Support

Check-ins with the newcomer throughout the period, feedback from the manager and mentor, check questions on the course.

Outcome

The manager approves goal achievement. On success, the employee is automatically included in the general goal-setting process.

Module capabilities

  • A configurable business-process route for setting probation-period goals
  • Probation-period goal card templates for different staff categories
  • Automatic launch of goal setting for new hires
  • Registering hiring orders: creation date and effective date
  • Creating and assigning a Welcome course and orientation materials for newcomers
  • Check questions for the end of the probation period — creation and editing
  • Feedback from the newcomer, manager and mentor on the onboarding process
  • Scheduling check-ins with the newcomer during and at the end of the period, recording results
  • Recording goal achievement and approval of results by the direct manager
  • Automatic inclusion in general goal setting after successful completion
  • Tracking the status of every probation period across the organization
  • Automatic email notifications at each process step, with editable templates
  • Configuring offboarding processes
  • Consolidated reporting and analytics; exporting onboarding-course test results to Excel

Outcome

Lower turnover during probation and faster time-to-target-performance — through one onboarding script, not "however a particular manager handles it."

Frequently asked

Are a newcomer's goals set manually?
No. On hiring, the process starts, and probation-period goals are set automatically from the goal-card template for the employee's category.
What happens after a successful probation period?
The employee is automatically included in the company's general goal setting — no separate action needed from HR.
Can HR see all probation periods at once?
Yes. The status of every running process across the organization is shown in one view, with consolidated reporting and analytics.
Is offboarding also in this module?
Yes. Offboarding processes are configured in the same "Employee Onboarding" module.

Set up onboarding for your staff categories?

On a demo call we'll build a probation-period goal card for one of your roles.

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