Onboarding Module for Worksuite SAAS

The Onboarding Module for Worksuite SaaS provides a structured and engaging onboarding experience that helps new users and teams adopt the platform quickly and effectively. Through guided workflows, role-based setup, and interactive assistance, this module ensures users understand key features and begin working productively from day one.

Built for growing SaaS environments, the Onboarding Module reduces friction, improves user activation, and supports scalable user adoption.

Onboarding Module for Worksuite SaaS

The Onboarding module for Worksuite SaaS streamlines and enhances the process of welcoming new employees to your clients’ organizations. It is multi-tenant ready and provides powerful tools for managing onboarding workflows, tasks, documents, and communication, ensuring a smooth and compliant onboarding experience for HR teams, managers, and new hires across all companies within your Worksuite SaaS platform.

Note: Onboarding is an add-on module that must be integrated with your Worksuite SaaS application. Please ensure your subscription plan and SaaS version meet the compatibility requirements before installation.

Key Features

1. Automated Onboarding Workflows
   Create, assign, and track onboarding tasks for new employees belonging to different companies within your SaaS. Set up custom task lists, deadlines, and monitor progress per company. Automatically standardize onboarding processes for all tenants.
2. Customizable Task Templates
   Build and reuse onboarding task templates that can be tailored to the specific needs, roles, or departments of each company (tenant), ensuring flexibility and rapid onboarding setup.
3. Document Management
   Collect and manage all necessary onboarding documents from employees (such as IDs, contracts, forms), track status per tenant, and store them securely within your SaaS infrastructure.
4. Offboarding Support
   Manage employee departures smoothly with tenant-specific offboarding workflows, including customizable exit task lists, asset collection, and experience letter management.
5. Progress Tracking & Analytics
   Monitor onboarding progress and status for all employees and all companies from a centralized dashboard. Get insights into bottlenecks and compliance status across the entire SaaS environment.
6. Integrated Notifications
   Send automated notifications and reminders for task assignments, completions, and approvals, ensuring that HR staff, managers, and new hires from all companies stay informed throughout the onboarding process.

Technical Specifications

• Designed specifically for the Worksuite SaaS multi-tenant Laravel application

Requirements

• Worksuite SaaS (latest version strongly recommended)
• PHP 8.2 or newer
• Database (MySQL or compatible, as per Worksuite SaaS)

Note: Super Admin or appropriate company admin access is required to manage onboarding processes for each tenant. It is strongly recommended to test onboarding workflows using a non-production SaaS environment before applying changes to your live platform.

Setup

Setting up the Onboarding module in Worksuite SaaS is straightforward. Please consult the included SaaS-specific documentation for detailed configuration per tenant/company. Support for installation, configuration, and onboarding best practices for SaaS is available from our helpdesk upon request.

Addons: