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Jul 31, 2026

Onboarding runs as a tracked workflow with tasks and messaging

By the Outstaffer Product Team
Borderless HRIS
EOR

New

  • An onboarding workflow is created automatically when an employee accepts their job offer, listed under a Workflows nav item with a count of active workflows
  • Each workflow generates a standard onboarding checklist covering steps such as right-to-work verification and payroll setup
  • Tasks can be assigned, updated, commented on, or added beyond the default list, with a live progress indicator
  • A Conversation tab supports replies to the new hire and internal notes, with attachments
  • The new hire sees the workflow in My Requests once the first reply is sent
  • An Activity log records creation, assignment, status changes and comments with the person responsible and a timestamp
  • The Plan and Benefits panel shows the employee's additional dependents where relevant

Frequently asked questions

What happens after a candidate accepts an offer?

An onboarding workflow is created automatically with a standard checklist of onboarding steps. The team works through the tasks, messages the new hire from the same workflow, and every action is recorded in an activity log.

What is the fastest way to onboard an international hire?

Trigger onboarding off offer acceptance rather than a manual handoff. The checklist is generated automatically, tasks are assigned within the workflow, and the new hire is contacted from the same place — so nothing waits on someone setting the process up.

How do I know onboarding steps aren't being missed?

Every workflow uses the same default checklist, shows an X of Y tasks progress indicator, and keeps a full activity log of who completed what and when.

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