HR Onboarding & Employee Records

What it is

An employee onboarding app for HR teams that want every new hire ready on day one, with documents, access and equipment in place. Follow each person from offer accepted to the 90-day check-in, with tasks for HR, managers, IT and facilities.

Who it's for

• HR teams that hire every month
• Managers who welcome new people to their team
• IT and facilities teams that prepare accounts, laptops and badges
• Companies of 100 to 1,000 people moving off checklists in spreadsheets

What you can do

• Follow each new hire through stages from offer accepted to the end of onboarding
• Create onboarding tasks from templates by job family, with due dates relative to the start date
• Review and approve documents, with a required reason when one is rejected
• Prepare equipment and accounts before day one
• See who starts soon, overdue tasks by team and upcoming check-ins on the overview
• Schedule 30, 60 and 90-day check-ins with a manager rating
• Keep salary, tax ID and bank details visible only to HR

App features

How it works

An accepted offer creates the employee and applies the onboarding template. The new hire sends documents and HR approves them.

IT and facilities prepare accounts, laptop and badge before the start date. On day one the person moves to probation, with check-ins at 30, 60 and 90 days.

After the 90-day check-in, onboarding is done.

How to set up this template

1. 1
   Click Use App

   Create your Jestor account and install HR Onboarding & Employee Records. It works on desktop and mobile.

2. 2
   An accepted offer creates the employee and applies the

   An accepted offer creates the employee and applies the onboarding template.

3. 3
   The new hire sends documents and HR approves them.

   The new hire sends documents and HR approves them.

4. 4
   IT and facilities prepare accounts

   IT and facilities prepare accounts, laptop and badge before the start date.

Integrations and customization

Works on desktop and mobile, and tasks can be checked off on a phone. Templates, document types and the check-in schedule can be changed without code, and you can add fields, tables and automations to fit your hiring process.

• Adjust fields, categories, statuses and rules without code.
• Add screens, reports and automations as the operation needs them.

And that's just the start: you can edit any part of this template and go much further just by asking Jestor's AI. Describe what you need, like a new field, automation, report or integration, and the AI builds or adjusts it for you, no code required.

Frequently asked questions