Table of Contents

Guide to Manage Employee Onboarding Tasks Using HRMS

Employee Onboarding

It is very important to optimize the best employee onboarding process to ensure that the new employee feels welcomed, prepared and informed for their job role. In the current business environment, automation and digitalisation are shifting rapidly, and organisations now need more advanced and smarter solutions to manage their employees. This is where the Online onboarding tool comes in. This not only eliminates paperwork but also accelerates the seamless entry experience of the employees. It typically works on the capabilities of Human resource management software by automating HR teams, personalising employee experience and tracking the overall work progress of the employees. Here’s a detailed guide to managing the onboarding process with the help of advanced HRM software in India. 

What Is the Employee Onboarding Process?

The core concept of the employee onboarding process refers to the well-structured steps which help in introducing the new employee to the organisation’s culture, expectations of the manager, work procedure and tools to use. It is more than just signing a document, it is a journey that makes a new employee feel comfortable and confident in the new business scenario. The key elements of Employee onboarding include collecting employee documentation, setting up IT and workspace, managing orientation and training and issuing contracts, policy acknowledgement and offer letters. In the traditional business scenario, this process was done through managing manual spreadsheets, email threads and paper-based processing, which made it a more error-prone and time-consuming process. Now with the online onboarding process, the entire workflow has become automated, centralised and easily trackable. 

Benefits of Online Onboarding Through HRMS

Implementing online onboarding using an HRMS platform comes with several advantages, like:

  • Speed and accuracy: Automating tasks to minimise manual data entry and human error.
  • Scalability: Onboard multiple employees consistently.
  • Compliance assurance: Automatically manage legal and regulatory requirements.
  • Improved employee experience: Give new hires a digital, user-friendly interface to navigate their onboarding.
  • Data centralisation: Access all records and onboarding stages in one secure platform.

How to Use HRMS to Manage Onboarding Tasks

With the help of HRM software in India, companies can manage the onboarding process seamlessly by elevating the entire entry experience of an employee. Here are detailed steps that you can consider while using HRMS software in the Onboarding process. 

Step 1: Initiate Pre-Onboarding

Once the offer is accepted, the HRMS automatically triggers pre-onboarding workflows. This includes:

  • Sending a welcome email with login credentials
  • Providing access to a personalised onboarding dashboard
  • Uploading the offer letter, company policies, and employee handbook
  • Allowing new hires to input basic personal and banking details

This step helps establish an early connection between the employee and the organisation and reduces first-day anxiety.

Step 2: Digital Documentation and Verification

By eliminating piles of paperwork, with human resource management software, new employees can upload the required documents like certificates, Aadhar details, identity proof, experience letter and other documents. Advanced features of HRMS, like document verification and e-signature, automatically check the authenticity of documents and ensure speed and compliance. This tool also sets up a specific checklist of the online onboarding process through which HRM can check if all the tasks and procedures are completed or not. 

Step 3: Configure Role-Based Onboarding Workflows

Best human resource management software also allows businesses to create a dynamic workflow based on the departments, seniority level and job role of the new employee joining the company. For example, if a sales hire requires a tool repeat to product training or CRM, the online onboarding will give them a brief analysis about its usage and benefits. Or if the employee is in a managerial post, they may need leadership modules for better work management and employee understanding. These workflows can be configured once and reused, saving time and maintaining consistency.

Step 4: Assign Tasks to Stakeholders

The onboarding journey often involves multiple departments—IT, Admin, Finance, and HR. An advanced HRMS enables task delegation and tracking with timelines and reminders.

For instance:

  • IT is notified to set up system credentials and emails.
  • Admin is alerted to prepare ID cards and workspace.
  • Finance gets notified to configure payroll setup.
  • HR tracks overall progress and sends updates.

The software ensures that all parties are on the same page and that no task falls through the cracks.

Step 5: Enable Self-Guided Learning and Orientation

With a smart onboarding process, the employees can access an independent learning module, which is typically uploaded by HRM and managers. The online onboarding tools also give employees an orientation video, compliance training and policy briefing, which gives them a detailed introduction about the company and what is expected from them. Employers and HRM professionals can also set up some specific reminders for completing the training and onboarding pathway. It enhances the ease of information sharing and training of the new employee in the company. 

Step 6: Monitor Progress and Automate Reminders

Advanced tools, then help professionals in monitoring the progress of the new hiring from day one to real-time. With the help of an online employee management dashboard, the HR professionals can keep a regular track on the onboarding status of an employee, resulting in easy document submission, task pendings and follow-up management.

Step 7: Gather Feedback and Optimize

Post-onboarding, the HRMS can send automated surveys to collect feedback from new employees. This helps identify friction points in the onboarding process and areas for improvement.

Data-driven insights allow HR leaders to continuously improve the employee onboarding process, ensuring every hire receives a smooth and engaging experience.

Choosing the Best HRM Software in India for Onboarding

When choosing the right HRM software in India, here are a few features to look for:

  • End-to-end online onboarding automation
  • Customizable onboarding workflows
  • Integrated document management
  • Mobile accessibility for remote hires
  • Task tracking and stakeholder assignment
  • Compliance with Indian labor laws
  • Role-specific training and LMS integration
  • Feedback and analytics tools

A successful employee onboarding process can define the way workers perceive your company. In a period where first prints matter more than ever, using the best Resource Management software to manage onboarding is no longer a luxury; it’s a necessity.

With important HRM software in India, businesses can embrace online onboarding to automate executive tasks, ensure compliance, boost engagement, and produce a smooth transition for every new hire. Whether you’re a small startup or a big enterprise, a well-integrated HRMS sets the foundation for a productive, engaged, and pious pool.

FAQs

Yes Online Onboarding through HRMS is safe and secure as when you integrate the HRMS software with your system, it will receive all the details of the company through the admin account. Hence making a software that is customised according to your needs and also safeguarding your company’s policies.
Once the HRMS software is integrated with your software and has started working on your systems, the new employees just need their login ids and password to start their onboarding process. This is done through the videos and content write ups uploaded on the software.
When choosing a HRMS software for your company, then you should look for certain features and needs of your company in the software you choose. If all those features match with your preference, then go ahead and buy the software.

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Rajiv Mehta

A management professional with 14 years of experience in strategic planning, operations, and leadership development.

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