Team Engine Onboarding Setup Guide
Your Onboarding Module is turned on and ready to use!
Please jump in and explore the features!!
This guide walks you through everything you need to launch your new Onboarding Module with confidence. Whether you're a one-person HR team or juggling hiring alongside other responsibilities, this setup is designed to be quick, clear, and easy to follow.
You'll find step-by-step instructions, best practices, and pro tips to help you go from "You're hired" to "Welcome aboard" smoothly—all inside Team Engine.
Access and configure your Onboarding Automations:
- Navigate to the Automations tab — you’ll find it on the right-hand side of your Team Engine screen.
- Locate Onboarding Automations within that tab.
- Click the arrow icon next to Onboarding Automations to expand and open the automation settings.
- From there, you can view, edit, or create new automations tied to your onboarding workflows.
Configuring Your Onboarding Features
Next, navigate back to the left-hand side of your screen and open the third tab, labeled Onboarding.
Once the Onboarding Module is open, locate “Onboarding configuration” in the top-right corner of the page and click it to begin customizing your onboarding experience.
Here You Will:
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Create Your Custom Pre-Onboarding Checklist
Build out the essential tasks for new hires within your organization-like document collection, equipment setup, and orientation prep. Assign tasks, set due dates, and automate reminders to ensure nothing falls through the cracks.
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Set Up Your Offer Letter(s)
Next, create your custom offer letter templates. You can personalize them by role, department, or location and automatically include key details like start date, pay rate, and reporting manager.
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Connect Your Checkr Account (optional)
Integrate your Checkr account for seamless, compliant background checks right from Team Engine.
Finally, I’d like to highlight a few additional features for you:
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Send any other documents for signature via text
Easily MVR release, handbooks, or policy acknowledgments to new hires for signature directly through text!
- Confirm I-9 and W-4 information using AI Assistants
Team Engine's built-in AI assistants help your new hires confirm pieces of their I-9 and W-4 documentation quickly and accurately-keeping your onboarding process efficient. This gets new employees up and running faster on day one.
*Team Engine reserves the right to pass through modest underlying cost to the customer for usage of certain onboarding features. Customers are responsible for maintaining their own Checkr accounts and paying Checkr directly for any associated fees.
Pre-hire Checklists - https://help.teamengine.io/article/111-pre-hire-checklists
Offer Letters - https://help.teamengine.io/article/115-offer-letters