Staff onboarding

The moment an offer is signed, the workflow builds the checklist for that role, chases compliance documents, routes approvals, raises system access requests, assigns training, and shows the practice manager what is still open. It never creates an account itself, and nobody gets access to patient records until their professional registration has been verified by a person.

Offer signed

Clock

No onboarding running.

Reminders sent

  • None yet.

New hire questions

Manager view: still open

Start an onboarding to see the checklist.

Full checklist

TaskOwnerDueStatus