> ## Documentation Index > Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt > Use this file to discover all available pages before exploring further. # Employee Onboarding Process Guide: HR & Employee Perspectives > Version: 1.0.0 Created: 2026-02-08 Owner: HR (Workforce & HRIS) Related Specs: HR-03, HR-09, HR-12, HR-UX-01, HR-01, HR-02, HR-07, HR-11, HR-13, HR-21, HR-PAY-… **Version:** 1.0.0\ **Created:** 2026-02-08\ **Owner:** HR (Workforce & HRIS)\ **Related Specs:** HR-03, HR-09, HR-12, HR-UX-01, HR-01, HR-02, HR-07, HR-11, HR-13, HR-21, HR-PAY-01 through HR-PAY-05 *** ## Executive Summary This guide analyzes the current Encore Health OS HR onboarding landscape and provides recommendations to ensure **both the HR team and the employee** have a complete, guided experience from pre-hire to full productivity. Today, the platform has strong building blocks but **two distinct guided processes must be clearly separated and orchestrated**: an **HR Administration Process** (what HR does to prepare for and manage a new hire) and an **Employee Self-Service Onboarding Process** (what the new hire does to get started). ### Current State | Capability | HR (Admin) Side | Employee Side | Status | | ------------------------------------- | --------------------------------------------------- | ------------------------------------------ | ----------------------- | | **Onboarding templates & checklists** | HR-03 | HR-03 (task completion) | Complete | | **Onboarding wizard (guided UX)** | HR-UX-01 | HR-UX-01 (Steps 2-6 are employee-facing) | Planned | | **Self-service portal** | N/A | HR-12 (`/hr/me`) | Spec Complete | | **ATS → Hire transition** | HR-09 (auto-creates employee + triggers onboarding) | Candidate portal (HR-09) | Spec Complete | | **Credential setup** | HR-02 + HR-UX-02 | HR-UX-02 (employee enters own credentials) | Planned | | **Benefits enrollment** | HR-11 | HR-UX-08 (self-service enrollment wizard) | Spec Complete / Planned | | **Payroll/tax forms** | HR-07, HR-PAY-01 | Tax Info tab on employee detail | Complete | | **Job description signing** | HR-21 (manager creates) | HR-21 (employee signs) | Not Started | | **Background checks** | HR-09-P5 (HR initiates) | Candidate consent (HR-09-P5) | Complete | | **Skills/competency setup** | HR-13 (HR configures requirements) | HR-13 (self-assessment) | Complete | ### Key Finding **The platform does NOT currently have a single, unified "New Employee Welcome Experience" that stitches together all the things a new hire needs to do.** HR-UX-01 (Onboarding Wizard) comes closest, but it is primarily designed as an HR-initiated workflow. HR-12 (Employee Self-Service) provides the portal but lacks an onboarding-specific guided journey. *** ## Two Distinct Onboarding Processes ### Process 1: HR Administration Onboarding (What HR Does) This is the internal process that HR, IT, managers, and facilities teams follow when a new hire is coming aboard. #### Current Coverage (Strong) | Phase | Spec | What It Covers | Status | | -------------------------------- | ------------- | ----------------------------------------------------------------- | ------------- | | **Pre-Hire: Recruiting** | HR-09 | Job posting, application review, interviews, offer | Spec Complete | | **Pre-Hire: Background Check** | HR-09-P5 | Checkr integration, FCRA compliance | Complete | | **Hire Transition** | HR-09 | Auto-create employee record, trigger onboarding | Spec Complete | | **Onboarding Template Setup** | HR-03 | Create/configure templates per position/role | Complete | | **Onboarding Instance Launch** | HR-03 | Create instance for employee, auto-assign tasks | Complete | | **Task Assignment** | HR-03 | Tasks assigned by category: HR, IT, Manager, Employee, Facilities | Complete | | **IT Provisioning Trigger** | HR-03 → IT-08 | Events published for IT onboarding workflows | Spec Complete | | **Credential Requirements** | HR-02 | Define required credentials per position | Complete | | **Job Description & Agreement** | HR-21 | Create job description, route for manager + employee signature | Not Started | | **Benefits Plan Setup** | HR-11 | Configure plans, eligibility, enrollment periods | Complete | | **Payroll Setup** | HR-07 | Set pay rate, pay schedule, tax info | Complete | | **Skills Requirements** | HR-13 | Define position skill requirements | Complete | | **Performance Cycle Assignment** | HR-10 | Assign to performance review cycle | 85% Complete | #### Gaps and Recommendations for HR Side ##### Gap 1: No Unified "HR Onboarding Dashboard" View **Problem:** HR currently manages onboarding tasks across multiple screens -- the onboarding checklist (HR-03), employee detail tabs, credential tracking (HR-02), benefits enrollment monitoring (HR-11), and payroll setup (HR-07). There is no single dashboard showing the complete onboarding status of a new hire across all these modules. **Recommendation:** Create an **HR Onboarding Command Center** widget or page that aggregates: * Onboarding checklist progress (HR-03) * Credential submission status (HR-02) * Benefits enrollment status (HR-11) * Payroll/tax form completion (HR-07/PAY-01) * Job description signed (HR-21) * IT provisioning status (IT-08 events) * Background check status (HR-09-P5) * Skills verification due dates (HR-13) **Priority:** High -- this is the most impactful improvement for HR efficiency. **Suggested Implementation:** Enhancement to existing HR-03 onboarding detail page or new dashboard widget on the HR module dashboard. ##### Gap 2: Onboarding Template Doesn't Auto-Include All Required Steps **Problem:** HR-03 onboarding templates define tasks, but they don't automatically include tasks for all the modules that need to be completed (benefits enrollment, tax form submission, job description signing, skills assessment). The template creator must manually add these as tasks. **Recommendation:** Create **"Smart Onboarding Template" presets** that auto-populate tasks from all relevant modules: * Clinical Role preset: standard tasks + credential requirements + clinical oversight setup (HR-19) * Non-Clinical Role preset: standard tasks minus clinical items * Allow organizations to customize and save their own presets * When an onboarding instance is created, auto-create linked items: credential verification requests (HR-13), benefits enrollment invitation (HR-11), W-4/tax form request (HR-PAY-01) **Priority:** Medium -- improves consistency but requires cross-module orchestration. ##### Gap 3: No "Day 1 Readiness" Checklist for Managers **Problem:** While HR has an onboarding checklist, managers don't have a clear, actionable list of what they need to prepare before a new hire's first day (workspace setup, welcome meeting, mentor assignment, team introductions schedule). **Recommendation:** Add a **Manager Day-1 Readiness section** to the onboarding template system: * Default manager tasks: workspace preparation, team introduction scheduling, buddy/mentor assignment, first-week plan creation * Visible to manager via their task list and the employee's onboarding progress page * Notification reminders at -7, -3, -1 days before start date **Priority:** Medium -- improves new hire experience significantly. ##### Gap 4: Missing First 90-Day Milestones and Check-ins **Problem:** HR-03 focuses on the initial onboarding checklist (pre-day-1 through first week) but doesn't extend to the critical first 30/60/90-day period. HR-10 (Performance) handles annual reviews but the probationary period check-ins are not systematically tracked. **Recommendation:** Extend the onboarding lifecycle to include: * 30-day check-in task (auto-created from template) * 60-day check-in task with skill verification deadline alignment (HR-13) * 90-day probation review task (linked to HR-10 probationary review if applicable) * Auto-close onboarding instance at 90 days (or configurable period) * These should appear in the HR Onboarding Command Center **Priority:** High -- this is a common compliance requirement in healthcare. *** ### Process 2: Employee Self-Service Onboarding (What the Employee Does) This is the journey a new hire experiences from the moment they accept an offer through their first 90 days. #### Current Coverage (Partial) | Phase | Spec | What It Covers | Status | | ---------------------------------- | ---------------- | ------------------------------------- | -------------------- | | **Pre-Day-1: Accept Offer** | HR-09 | Offer acceptance triggers hire | Spec Complete | | **Pre-Day-1: Background Consent** | HR-09-P5 | Checkr disclosure & consent embeds | Complete | | **Pre-Day-1: Pre-Boarding Tasks** | HR-03 | Complete paperwork before start date | Complete | | **Pre-Day-1: Onboarding Wizard** | HR-UX-01 | 7-step guided wizard | Planned | | **Day 1+: Self-Service Portal** | HR-12 | `/hr/me` unified dashboard | Spec Complete | | **Day 1+: Credential Upload** | HR-02 / HR-UX-02 | Upload licenses, certifications | Planned | | **Day 1+: Benefits Enrollment** | HR-11 / HR-UX-08 | Guided benefits enrollment wizard | Planned | | **Day 1+: Tax Forms** | HR-PAY-01 | W-4 / A-4 submission | Complete | | **Day 1+: Job Description Review** | HR-21 | Review and sign job description | Not Started | | **Day 1+: Skills Self-Assessment** | HR-13 | Self-report skills and proficiency | Complete | | **Day 1+: Policy Acknowledgments** | HR-03 / GR | Acknowledge handbook, HIPAA, safety | Via onboarding tasks | | **Day 1+: Direct Deposit Setup** | HR-PAY-03 | Bank account information | Spec Complete | | **Day 1+: Leave Policy Info** | HR-06 | View PTO balance, understand policies | Complete | | **30/60/90 Day: Check-ins** | Not Covered | Probationary period milestones | Gap | #### Gaps and Recommendations for Employee Side ##### Gap 5: No "Welcome Hub" or "Getting Started" Experience **Problem:** When a new employee first logs in, they land on the standard HR dashboard or self-service portal. There is no onboarding-specific landing experience that says "Welcome! Here's everything you need to do to get started." **Recommendation:** Create a **New Employee Welcome Hub** (`/hr/me/onboarding` or `/hr/onboarding/welcome`): * Only visible to employees with an active onboarding instance (status = `in_progress`) * Shows a clear, visual checklist of everything they need to complete * Progress bar showing overall completion * Organized into clear sections: 1. **Personal Information** -- complete your profile (HR-01) 2. **Tax & Payroll** -- submit W-4, set up direct deposit (HR-PAY-01, HR-PAY-03) 3. **Benefits** -- enroll in benefits (HR-11 / HR-UX-08) 4. **Credentials** -- upload licenses and certifications (HR-02 / HR-UX-02) 5. **Documents** -- review and sign job description (HR-21), acknowledge policies 6. **Skills** -- complete skills self-assessment (HR-13) 7. **Orientation** -- complete orientation checklist items (HR-03) * Each section links to the relevant wizard or form * Auto-redirects new employees to this page on first login (until onboarding is complete) * After onboarding completes, redirect to standard `/hr/me` portal **Priority:** Critical -- this is the single biggest gap in the employee experience. **Relationship to HR-UX-01:** The Welcome Hub should be the "wrapper" around the onboarding wizard. HR-UX-01's 7 steps map well to the sections above, but the Welcome Hub provides a persistent home base that the employee returns to after completing each section. HR-UX-01 can be used as the initial guided walkthrough, while the Welcome Hub serves as the ongoing tracking dashboard. ##### Gap 6: No Clear "What's Left" Indicator After Initial Wizard **Problem:** HR-UX-01 is a sequential 7-step wizard, which is great for the initial setup, but if an employee can't complete everything in one session (e.g., waiting on credential documents, direct deposit info from bank), they need to know what's still pending. **Recommendation:** Enhance the self-service portal (`/hr/me`) to show an **"Onboarding Action Items" banner/card** at the top of the dashboard when the employee has an active onboarding instance: * Shows incomplete items with clear calls to action * Grouped by urgency (overdue, due this week, upcoming) * Dismissable after onboarding is complete * This is partially covered by HR-12's `PendingActionsWidget` but needs explicit onboarding awareness **Priority:** High -- directly improves completion rates. ##### Gap 7: Benefits Enrollment Not Linked to Onboarding Flow **Problem:** HR-UX-08 (Benefits Enrollment Wizard) is designed for open enrollment and life events. For new hires, benefits enrollment should be triggered as part of the onboarding flow with appropriate deadlines (typically 30 days from hire). **Recommendation:** * When an onboarding instance is created, auto-check if the employee is benefits-eligible (HR-11 eligibility rules) * If eligible, create a benefits enrollment task in the onboarding checklist with a deadline (hire date + eligibility waiting period) * Link the onboarding benefits task directly to the HR-UX-08 wizard * Show benefits enrollment status in the Welcome Hub * Send reminder notifications at 7 days before deadline, 3 days before, 1 day before **Priority:** High -- missed enrollment deadlines are a top HR complaint. **Implementation note:** The Welcome Hub Benefits section card (HR-12) links to the benefits enrollment wizard when action is urgent: **Enroll Now** goes to `/hr/my-benefits/enroll` (HR-UX-08 wizard); **Review Plans** goes to `/hr/my-benefits`. New hires who are benefits-eligible can complete enrollment from the hub. Full integration (onboarding task type "benefits enrollment" with deadline, auto-reminders) remains a future enhancement. ##### Gap 8: Tax Form and Direct Deposit Setup Not Guided **Problem:** HR-PAY-01 provides W-4/A-4 forms and HR-PAY-03 covers direct deposit, but these are accessible as employee detail tabs, not as a guided new-hire experience. A new employee doesn't know they need to go to their employee profile to fill these out. **Recommendation:** * Include W-4/A-4 and direct deposit as explicit steps in the onboarding flow * In the Welcome Hub, link "Tax & Payroll" section directly to the tax info form and direct deposit setup * Consider embedding these forms within the HR-UX-01 wizard's "Documentation" step (Step 3) * Mark these as "required before first payroll" with deadline tied to first pay period **Priority:** High -- affects payroll accuracy and employee satisfaction. ##### Gap 9: Job Description Review and Signing Not in Onboarding Flow **Problem:** HR-21 (Job Descriptions & Agreements) spec exists but is not yet implemented and is not currently linked to the onboarding flow. The employee should review and sign their job description as part of onboarding. **Recommendation:** * When HR-21 is implemented, integrate it into the onboarding flow: * Manager creates job description agreement for new hire (HR-21) * Agreement appears as onboarding task for manager to sign first * Then appears in employee's Welcome Hub under "Documents" section * Employee reviews and signs * Signed PDF filed in employee's `/hr/me/documents` (HR-12) * Add to onboarding template as a standard task **Priority:** Medium (dependent on HR-21 implementation) -- important for compliance. ##### Gap 10: No Employee Onboarding Feedback Collection **Problem:** HR-03 has no mechanism to collect feedback from the new hire about their onboarding experience. HR-17 (Employee Engagement) covers surveys, but there's no specific onboarding satisfaction survey triggered at the end of onboarding. **Recommendation:** * Trigger an onboarding satisfaction survey (via HR-17 or FW forms) when: * Onboarding instance status changes to `completed`, OR * 30 days after start date (whichever comes first) * Questions: overall experience rating, what went well, what could be improved, was training sufficient * Results feed into HR-17 engagement analytics * Use data to improve onboarding templates **Priority:** Medium -- important for continuous improvement. *** ## Recommended Unified Onboarding Journey Here is the recommended end-to-end journey that stitches all existing specs together: ### Phase 1: Pre-Hire (HR-09 ATS) ``` Candidate applies → Screening → Interviews → Offer → ├── Background check initiated (HR-09-P5) ├── Candidate accepts offer └── Auto-create employee record + onboarding instance (HR-09 → HR-01 → HR-03) ``` **HR Tasks:** Review application, conduct interviews, extend offer, initiate background check **Candidate Tasks:** Apply, complete interviews, accept offer, consent to background check ### Phase 2: Pre-Boarding (HR-03 + HR-UX-01, Days -14 to -1) ``` Employee record created → ├── HR: Onboarding instance created from template ├── HR: Tasks auto-assigned (HR, IT, Manager, Employee, Facilities) ├── IT: Provisioning triggered (email, accounts, equipment) ├── Manager: Receives Day-1 readiness checklist └── Employee: Receives welcome email with portal access link ``` **HR Tasks:** * Verify onboarding template has all required items * Assign job description for signing (HR-21) * Confirm benefits eligibility status * Set up payroll (pay rate, schedule) **Manager Tasks:** * Prepare workspace * Plan first-week schedule * Assign buddy/mentor * Complete manager-assigned onboarding tasks **Employee Tasks (via Welcome Hub / HR-UX-01 Wizard):** 1. Complete personal information (HR-01) 2. Submit W-4 / A-4 tax forms (HR-PAY-01) 3. Set up direct deposit (HR-PAY-03) 4. Upload ID documents (I-9 documentation) 5. Upload professional credentials (HR-02 / HR-UX-02) ### Phase 3: Day 1 - First Week ``` Employee first day → ├── Employee: Complete Welcome Hub remaining items ├── Employee: Review and sign job description (HR-21) ├── Employee: Acknowledge policies (handbook, HIPAA, safety) ├── Employee: Enroll in benefits (HR-11 / HR-UX-08) ├── Employee: Complete skills self-assessment (HR-13) ├── Employee: Complete orientation checklist (HR-03) ├── Manager: Conduct welcome meeting ├── IT: Verify system access working └── HR: Monitor Welcome Hub / Onboarding Command Center ``` ### Phase 4: First 30 Days ``` Days 2-30 → ├── Employee: Complete any remaining onboarding tasks ├── Employee: Benefits enrollment deadline approaching (notification) ├── HR-13: Skill verification tasks becoming due ├── Manager: Informal 30-day check-in └── HR: 30-day audit of onboarding completion ``` ### Phase 5: 60-90 Day Completion ``` Days 31-90 → ├── Manager: 60-day check-in ├── HR-13: Remaining skill verifications due ├── Manager: 90-day probationary review (linked to HR-10) ├── Employee: Onboarding satisfaction survey (HR-17) ├── HR-03: Onboarding instance marked as completed └── Employee: Welcome Hub transitions to standard /hr/me portal ``` *** ## Implementation Priority Matrix | # | Recommendation | Priority | Effort | Depends On | Spec Impact | | -- | -------------------------------------------- | -------- | ------------------ | ------------------------------ | --------------------------------- | | 5 | **New Employee Welcome Hub** | Critical | Medium (2-3 weeks) | HR-03, HR-12 | New feature; enhancement to HR-12 | | 1 | **HR Onboarding Command Center** | High | Medium (1-2 weeks) | HR-03 | Enhancement to HR-03 | | 4 | **First 90-Day Milestones** | High | Low (3-5 days) | HR-03, HR-10 | Enhancement to HR-03 templates | | 6 | **"What's Left" Action Items Banner** | High | Low (2-3 days) | HR-12, HR-03 | Enhancement to HR-12 | | 7 | **Benefits Enrollment Linked to Onboarding** | High | Low (3-5 days) | HR-03, HR-11 | Integration enhancement | | 8 | **Tax/Direct Deposit in Onboarding Flow** | High | Low (2-3 days) | HR-PAY-01, HR-PAY-03, HR-UX-01 | Enhancement to HR-UX-01 | | 2 | **Smart Onboarding Template Presets** | Medium | Medium (1-2 weeks) | HR-03 | Enhancement to HR-03 | | 3 | **Manager Day-1 Readiness Checklist** | Medium | Low (3-5 days) | HR-03 | Enhancement to HR-03 templates | | 9 | **Job Description in Onboarding Flow** | Medium | Low (2-3 days) | HR-21 | Dependent on HR-21 implementation | | 10 | **Onboarding Feedback Survey** | Medium | Low (2-3 days) | HR-17, FW | Enhancement to HR-03 | *** ## Spec-by-Spec Onboarding Readiness Audit Below is an audit of every HR spec's role in the onboarding process, whether it is ready, and what needs to happen. | Spec | Onboarding Role | Status | Onboarding Integration Status | Action Needed | | ------------- | ---------------------------------- | ------------- | --------------------------------------------- | --------------------------------------------------------------- | | **HR-01** | Employee record creation | Complete | Integrated via HR-09 auto-creation | None | | **HR-02** | Credential upload & tracking | Complete | Linked via HR-03 tasks + HR-UX-02 wizard | Ensure onboarding template includes credential tasks | | **HR-03** | Core onboarding/offboarding engine | Complete | Foundation of onboarding | Extend with 30/60/90 day milestones, smart presets | | **HR-04** | Schedule assignment for new hire | Complete | Not explicitly linked to onboarding | Add "assign to schedule" as onboarding task option | | **HR-05** | Time clock setup | Spec Ready | Not linked to onboarding | Add "time clock tutorial/first punch" as onboarding task | | **HR-06** | Leave policy awareness | Complete | PTO balance shown in HR-12 | Add "review leave policy" as onboarding orientation item | | **HR-07** | Pay rate setup | Complete | HR-managed (not employee-facing for setup) | Ensure pay rate set before first payroll | | **HR-09** | ATS → Hire transition | Spec Complete | Auto-creates employee + onboarding | Well integrated | | **HR-10** | Performance (probation review) | 85% Complete | Not linked to onboarding | Link 90-day review to onboarding milestones | | **HR-11** | Benefits enrollment | Complete | Self-service exists, not linked to onboarding | Link enrollment deadline to onboarding instance | | **HR-12** | Employee self-service portal | Spec Complete | Portal is the home base | Add Welcome Hub / onboarding mode | | **HR-13** | Skills self-assessment | Complete | Onboarding integration exists in spec | Ensure skill verification tasks auto-created | | **HR-14** | Employee relations | Complete | Not onboarding-related | None | | **HR-15** | Compensation | Complete | Indirect (salary set at hire) | None | | **HR-16** | Succession planning | Spec | Not onboarding-related | None | | **HR-17** | Engagement surveys | Spec | Could trigger onboarding survey | Add onboarding satisfaction survey trigger | | **HR-18** | Workforce analytics | Spec | Could track onboarding metrics | Add onboarding KPIs (time-to-productivity) | | **HR-19** | Clinical oversight | Spec | Needed for clinical hires | Add supervisor assignment as onboarding task for clinical roles | | **HR-21** | Job descriptions & agreements | Not Started | Should be in onboarding flow | Add sign-job-description as onboarding task | | **HR-PAY-01** | Tax forms (W-4/A-4) | Complete | Employee tab exists, not in onboarding flow | Add to onboarding wizard and Welcome Hub | | **HR-PAY-02** | Deductions | Complete | HR-managed setup | Ensure deductions configured before first payroll | | **HR-PAY-03** | Direct deposit | Spec Complete | Not in onboarding flow | Add to onboarding wizard and Welcome Hub | | **HR-PAY-04** | Tax forms compliance | Spec | W-2/1099 -- not onboarding related | None | | **HR-PAY-05** | Payroll calendar | Spec | Informational for new hire | Show next pay date in Welcome Hub | | **HR-UX-01** | Onboarding wizard (7-step) | Planned | Primary guided experience | Build as first implementation priority | | **HR-UX-02** | Credential setup wizard | Planned | Sub-flow within onboarding | Link from Welcome Hub | | **HR-UX-08** | Benefits enrollment wizard | Planned | Sub-flow within onboarding | Link from Welcome Hub with deadline | *** ## Architectural Recommendation ### How It All Fits Together ``` ┌──────────────────────────────────────────────────────────────────────────┐ │ ONBOARDING ORCHESTRATION │ ├──────────────────────────────────────────────────────────────────────────┤ │ │ │ HR SIDE EMPLOYEE SIDE │ │ ──────── ───────────── │ │ │ │ HR-09 ATS Candidate Portal │ │ ↓ (offer accepted) ↓ │ │ HR-01 Employee Created Welcome Email │ │ ↓ ↓ │ │ HR-03 Onboarding Instance ┌─── Welcome Hub (/hr/me/onboarding) ──┐│ │ ├── HR Tasks │ ││ │ ├── IT Tasks (→ IT-08) │ [ ] Personal Info (HR-01) ││ │ ├── Manager Tasks │ [ ] Tax Forms (HR-PAY-01) ││ │ └── Employee Tasks ──────────→│ [ ] Direct Deposit (HR-PAY-03) ││ │ │ [ ] Credentials (HR-02/UX-02) ││ │ HR Onboarding │ [ ] Benefits (HR-11/UX-08) ││ │ Command Center │ [ ] Job Description (HR-21) ││ │ ├── Checklist (HR-03) │ [ ] Policies (HR-03) ││ │ ├── Credentials (HR-02) │ [ ] Skills (HR-13) ││ │ ├── Benefits (HR-11) │ [ ] Orientation (HR-03) ││ │ ├── Payroll (HR-07) │ ││ │ ├── IT Status (IT-08) │ ┌── 30/60/90 Day Milestones ──────┐ ││ │ ├── Background (HR-09-P5) │ │ [ ] 30-Day Check-in │ ││ │ └── 30/60/90 Day Status │ │ [ ] 60-Day Check-in │ ││ │ │ │ [ ] 90-Day Review (HR-10) │ ││ │ │ │ [ ] Onboarding Survey (HR-17) │ ││ │ │ └─────────────────────────────────┘ ││ │ └──────────────────────────────────────┘│ │ │ │ AFTER ONBOARDING COMPLETE: │ │ Employee transitions to standard /hr/me portal (HR-12) │ │ │ └──────────────────────────────────────────────────────────────────────────┘ ``` ### Integration Pattern The onboarding orchestration should follow the **Platform Integration Layer** pattern: * Create `@/platform/onboarding` integration layer * Aggregates status from HR-03, HR-02, HR-11, HR-PAY-01, HR-PAY-03, HR-21, HR-13 * Provides `useOnboardingStatus(employeeId)` hook that returns unified completion status * Provides `useMyOnboardingStatus()` hook for the employee's own onboarding * Both the HR Command Center and Employee Welcome Hub consume this hook *** ## Summary of Answers ### "Do we have one for employees and one for HR?" **Partially, but not explicitly separated:** * **HR-03** is the core engine and serves both sides through task assignments (tasks categorized as `hr_admin`, `it_setup`, `manager`, `employee`, `facilities`) * **HR-UX-01** is the wizard that walks through onboarding steps -- it's designed primarily as an HR-initiated flow but steps 2-6 are employee-facing * **HR-12** is the employee self-service portal but doesn't have onboarding-specific awareness * **HR-09** handles the pre-hire pipeline for HR/recruiters and provides a candidate-facing experience **What's missing is the glue:** 1. An explicit **Employee Welcome Hub** that provides a new-hire-specific landing experience 2. An **HR Onboarding Command Center** that gives HR a unified view across all modules 3. **Lifecycle extension** to 90 days with milestone check-ins 4. **Cross-module integration** that auto-links benefits, tax forms, credentials, and job descriptions into the onboarding flow ### "Do we have a guided process so that the employee and organization gets everything they need?" **For HR:** The building blocks are there (HR-03 templates, HR-09 ATS pipeline, individual module UIs), but there is no unified command center. HR must navigate multiple screens to track a single new hire's complete readiness. **For Employees:** HR-UX-01 provides a guided wizard, but it is not yet implemented. HR-12 provides the ongoing portal. The gap is the absence of a Welcome Hub that ties the wizard to the self-service portal with onboarding awareness. **Bottom line:** The specs are comprehensive and well-designed. The primary need is **orchestration and integration** rather than new features. The 10 recommendations above focus on stitching existing capabilities into cohesive guided experiences for both audiences. *** ## Next Steps 1. **Prioritize the Welcome Hub** (Gap 5) as the most impactful improvement for employee experience 2. **Implement HR-UX-01** (already planned) to provide the initial guided wizard 3. **Build the HR Onboarding Command Center** (Gap 1) for HR visibility 4. **Add 30/60/90-day milestones** (Gap 4) to HR-03 onboarding templates 5. **Link benefits enrollment** (Gap 7) and **tax/payroll setup** (Gap 8) to the onboarding flow 6. **Implement HR-21** to add job description signing to the process 7. **Consider creating a spec** for the Welcome Hub as an enhancement to HR-12 or a new HR-UX spec *** ## References * [HR-03: Onboarding & Offboarding](../../../specs/hr/specs/HR-03-onboarding-offboarding.md) * [HR-09: Applicant Tracking System](../../../specs/hr/specs/HR-09-applicant-tracking-system.md) * [HR-12: Employee Self-Service Portal](../../../specs/hr/specs/HR-12-employee-self-service.md) * [HR-UX-01: Employee Onboarding Wizard Plan](../../../specs/hr/plans/HR-UX-01-employee-onboarding-wizard-PLAN.md) * [HR-UX-02: Credential Setup Wizard Plan](../../../specs/hr/plans/HR-UX-02-credential-setup-wizard-PLAN.md) * [HR-UX-08: Benefits Enrollment Wizard](../../../specs/hr/ux/HR-UX-08-benefits-enrollment-wizard.md) * [HR-21: Job Descriptions & Agreements](../../../specs/hr/specs/HR-21-job-descriptions-agreements.md) * HR Module README *** **Last Updated:** 2026-02-08