Summary

Onboarding Process Summary:

Start Event:

  • New employee accepts a job offer.

Process Flow:

  1. Receive Employment Documents
  • Stakeholder: Recruiting Team → HR
  • Activity: HR receives the signed contract and basic personal details.
  • System: HR System
  1. Create Personnel Record in HR System
  • Stakeholder: HR
  • Activity: HR enters the new employee into the HR system, assigning a personnel number and official start date.
  • System/Database: HR System
  1. Prepare and Dispatch Onboarding Documents
  • Stakeholder: HR
  • Activity: HR prepares tax forms, confidentiality agreements, and company policies.
  • Event Type: Parallel tasks triggered
  • Documents are either sent in advance or handed over on the first day.
  1. Notify IT and Employee’s Manager
  • Stakeholder: HR
  • Activity: HR informs IT and the hiring manager about the upcoming new hire.
  • System: Internal communication tools
  1. Set Up IT Access and Equipment
  • Stakeholder: IT Department
  • Activity: IT configures user accounts, system access, and provides necessary equipment based on the employee's role.
  • System: IT provisioning/system access tools
  1. Conduct Onboarding Session (First Day)
  • Stakeholder: HR
  • Activity: HR meets with the new employee for official onboarding session, where:
  • Any remaining documents are collected
  • Company policies are reviewed
  • Time tracking and expense claim procedures are explained
  • Badge, equipment, and workspace are assigned
  • System: HR system (for document tracking)
  1. Team Introduction and Role Briefing
  • Stakeholder: Hiring Manager
  • Activity:
  • The manager introduces the employee to teammates
  • Explains job role, responsibilities, and first assignments
  • Enrolls employee in mandatory trainings (e.g., compliance, safety, product)
  • System: Training and Learning Management System
  1. Monitor Onboarding Progress
  • Stakeholder: HR
  • Activity: Over subsequent weeks, HR checks:
  • Completion of training
  • Collection of outstanding documents
  • Feedback from employee and manager
  • System: HR system, Feedback mechanisms
  1. Check Probation Period Outcome
  • Gateway:
  • If successful → Proceed
  • If unsuccessful → Process ends differently (decision point stated, but no further steps provided in transcript)
  1. Update Employee Status
  • Stakeholder: HR
  • Activity: If probation is passed, HR updates the HR system to reflect the employee as confirmed.
  • System: HR System

End Event:

  • Employee passes the probation period and is officially confirmed in the HR system.

Note:

  • If the probation period is not successfully completed, the process terminates differently, but no actions were described in the transcript for that path.

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© patchley 2026, patchley UG (haftungsbeschränkt)

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