Onboarding an employee and running reviews

Every hire opens an onboarding process, followed under HR then Onboarding, when your plan includes this module. Each task is completed or skipped; its owners are designated as the manager, the HR lead, a role, a person, the employee themselves or their mentor.

Onboarding templates are created from the same screen, with HR administration rights.

A review always comes from a campaign, under HR then Performance: no review is created on its own. Only a draft campaign can be launched, and its scope cannot be empty.

The manager's rating stays hidden from the employee until the review is finished, and 360-degree feedback is only shown to them as a summary.

The information an employee fills in themselves can go through an approval, under HR then Profile approvals.