Preboarding overview

Modified on Wed, 24 Apr at 3:25 PM

TABLE OF CONTENTS

Introduction

Welcoming new hires is a critical stage in the journey to becoming productive members of your organization. Keka HR understands the pivotal role of preboarding in this process, which is why we're proud to introduce a comprehensive overhaul of our Preboarding flows. Let's take a closer look at these enhancements, designed to create a seamless and flexible experience for both HR professionals and new joiners.


Preboarding flow



Streamlined Transition from Preboarding to Onboarding

We've moved the Preboarding feature from the Keka Hire module to the Keka HR Portal. This change is driven by feedback and a vision to make the transition between Preboarding and Onboarding fluid and intuitive. The goal is to ensure new hires feel connected and engaged from the moment they accept their offer.


Flexible Flows and Enhanced Customization

No more rigid step-by-step sequences for the preboarding workflow! Now, you can adapt the preboarding process to fit your unique needs. You can issue offer letters, collect documents, or directly add new hires as employees as per your organization's processes. 


The New Preboarding Page – More than a Facelift

The revamped Preboarding page offers more than just aesthetic updates. You get actionable insights at a glance, including pending tasks assigned to candidate and the internal stakeholders. The three-bar icon offers a quick snapshot of each candidate's preboarding stage, and the action menu now houses all valid actions for a candidate, catering to the non-linear nature of modern HR processes.



To know more about the new pre boarding page please click here : Keka Offers page


Task Enhancements

Tasks are no longer limited to the Onboarding process and have been introduced to PreBoarding. With more configuration options and a new approach to assigning tasks, the tasks framework has been significantly improved. This upgrade allows for a more dynamic allocation of responsibilities and a better experience for new joiners as they complete their preboarding tasks.


Task Template Revolution

Gone are the 'Task Lists' and 'Onboarding Groups.' Instead, we're introducing the 'Applies to' criteria in task templates. This change means tasks can now be configured to trigger based on specific conditions such as department, location, or worker type. This level of automation and specificity ensures that tasks are only assigned when relevant, cutting down on unnecessary notifications and streamlining the process.


To know more about the new Task templates please click here : Task Templates


New Dashboards for HR and Candidates


New Joiners Dashboard: This tool helps HR teams track who's joining and when, allowing for better preparation for Day-1 inductions and beyond.



To know more about the New Joiners section please click here : New Joiners 


Onboarding Tasks Dashboard: Now, HR can see the status of each candidate's tasks at a glance, providing a candidate-centric view of the preboarding progress.



To know more about the onboarding tasks please click here : Onboarding Tasks


Revamped Candidate Experience Portal: The new and improved portal is the one place for all candidate interactions.  they can complete tasks, view and accept offer letters, and feel welcomed by personalized messages from the organization.



To know more about the Candidate portal please click here : Candidate Portal


Getting the Most Out of the New System


To get the most out of the new look preboarding flow, we suggest you start with the basics. Set up tasks, offer letter templates and other policies that are integral to your candidate experience. While the Candidate experience portal comes with default settings, personalizing content will enhance the candidate's engagement and reflect your brand's unique culture.


Keka HR's new preboarding workflow is a testament to our commitment to continuous innovation and customer feedback. With these changes, we're empowering organizations to orchestrate a preboarding experience that's not only efficient but also flexible, ensuring that every new hire feels valued from the very start. Thank you for choosing Keka HR as your partner in building a better workplace. For any questions or further assistance with the new features, our support team is ready and eager to help.

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