What is the process of managing employee onboarding using Zoho People in an outsourced HR setup?

What is the process of managing employee onboarding using Zoho People in an outsourced HR setup?


Info

Zoho People enables MSPs to deliver consistent, efficient onboarding experiences:

  • Pre-Onboarding Setup:

    • Share custom onboarding forms via secure portal links.

    • Collect KYC, address, education, and emergency contact info upfront.

  • Automated Task Assignment:

    • Define onboarding tasks (e.g., IT setup, ID card, training schedule).

    • Assign tasks to specific internal or client-side users (e.g., HRBP, IT admin).

  • Document Collection & Signing:

    • Upload offer letters, policies, NDAs.

    • Use Zoho Sign for digital document execution.

  • Custom Checklists:

    • Build onboarding checklist templates per client/department/role.

    • Include welcome emails, training material, buddy assignment, etc.

  • Integrated Welcome & Training Experience:

    • Combine with Zoho Learn to assign mandatory induction training courses.

    • Auto-track training completion for compliance.