Onboarding Hub
Structured new hire onboarding with tasks and document collection.
Overview
Onboarding Hub reads the same hire record OneMango already has: once an admin turns on plan creation on hire, a Job Board candidate marked hired gets their onboarding plan automatically, with no re-keying into a separate tool. It also resolves the template itself — scoring every active template by role, department, and location and applying the most specific match, rather than leaving a coordinator to guess.
A token-secured preboarding portal gives the new hire access before day one, with tasks split across new hire, manager, mentor, buddy, HR, and IT, and documents routed through the platform's own e-signature flow into HR Files. An I-9 dashboard then tracks completion, expiring work authorizations, and pending reverifications per employee.
For a brand-new role, AI can draft a 30/60/90-day plan — tasks, checkpoints, and required documents — from a title and level; it saves as an inactive template for an admin to review, never as a live plan.
Tour of Onboarding Hub — building role-based onboarding plans from templates, assigning tasks across new hire, hiring manager, mentor, and buddy, preboarding portals, document collection, and automated reminders that keep every new hire on track.
Highlights
Capabilities
Onboarding Journeys & Plans
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Role-based onboarding plans with tasks, checkpoints, documents, forms, trainings, and surveys
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Plan types: standard, executive, technical, custom
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Standalone plans (onboard anyone — no recruiting candidate required)
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Auto-create a plan when a candidate is hired (per-business toggle)
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Buddy, mentor, and custom relationship assignments (Mentor / Buddy seeded, add your own)
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Onboarding packages that bundle documents for signing
Smart Template Matching
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Auto-matcher scores every template by role × department × location, most-specific match wins
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Template types: standard, executive, technical, custom, department-specific
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Role levels: entry, mid, senior, executive
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Location scoping: any / specific / headquarters / regional
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Day-offset task scheduling (before start, on start, after start)
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Reusable libraries for tasks, documents, forms, trainings, surveys, and welcome content
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AI-drafted 30/60/90-day plans for admins to review and save as a template
Preboarding Experience
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Token-secured preboarding portal — new hires get access before Day 1
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Scheduled preboarding email campaign sent to the new hire's personal email
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Optionally auto-activate preboarding plans on the start date (06:00 in the company's time zone)
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Welcome content, resources, and a Day-1 welcome notification
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Mobile-optimized new-hire experience for tasks, documents, forms, and checkpoints
Documents & E-Signature
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Document types: ID, tax, benefits, emergency contacts, background check, education & employment verification
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Uploads stored in HR Files with version history
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E-signature packages that bundle multiple PDFs into one signing request
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Native e-signature plus connected DocuSign / HelloSign providers
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Verification workflow (upload → verify or reject)
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Benefits enrollment forms built as Forms app templates and assigned to a plan
Compliance & Verification
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I-9 monitoring: incomplete I-9s, expiring work authorizations, pending reverifications
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Regional compliance requirements admins configure per location
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Compliance library with automatic requirement analysis by employee location
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Per-employee onboarding audit report with CSV export
Reminders, Notifications & Integrations
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Configurable reminder schedule per business (7-day / 3-day / on-due-date / daily-after-overdue)
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Overdue-items alert to hiring managers (at most weekly per plan)
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Daily checkpoint reminders (next-day lead)
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Weekly Monday digest email to hiring managers
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Per-notification-type toggles plus a master reminder switch
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Tasks app integration keeps onboarding-task status in sync
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Policy Hub acknowledgment recorded on task completion
Provisioning & Analytics
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Convert a new hire to a full employee record
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Equipment assignment and login-credential delivery
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People-first views: starting soon, first week, first month, needs attention
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Executive analytics — average time-to-completion and completion rates
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Onboarding AI Agent (task status, contacts, equipment, overdue items) in the Ask AI sidebar
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Onboarding and executive analytics export (CSV and Excel) The analytics pages export the period on screen; per-employee audit reports also export to CSV and PDF.
Limits & Specs
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Plan duration: 1 to 365 days, set on each plan (a template sets the default)
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Plan statuses: draft, preboarding, active, paused, completed
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Task assignment roles: new hire, hiring manager, mentor, buddy, HR team, IT team, admin
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Checkpoint types: 1-on-1, meeting, review, assessment, feedback, goal-setting, progress-check
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Document file types: PDF, JPEG, PNG, GIF, HEIC/HEIF, DOC, DOCX
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Availability: Pay-as-you-go, per hire from platform credits — enable per business from the Apps Marketplace
Screenshots
Use cases
Resources
FAQ
Onboarding Hub is pay-as-you-go: there's no license to buy, and each new hire's onboarding journey draws platform credits — the rate is on the Credits page of Billing & Payments. Internal moves (promotions, transfers, new leaders) don't count. It's disabled by default and enabled per business from the Apps Marketplace, so each tenant opts in when they're ready — nothing is pushed on automatically.
Yes. Admins build templates scoped by template type, role level, department, and location. When a new hire starts, the auto-matcher scores every active template by role × department × location and applies the most-specific match — a senior engineering template at a specific site beats a generic any-role template.
Yes. A token-secured preboarding portal gives new hires early access to content, forms, and documents before Day 1, and a scheduled preboarding email campaign reaches them at their personal email address. An admin can also have preboarding plans go live automatically on the start date.
Every plan can name a mentor and a buddy, and each triggers its own assignment notification. Mentor and Buddy ship as seeded relationship types, and admins can add custom relationship types (for example a Technical Sponsor) to fit their program.
Yes. Tasks can be assigned to the new hire, hiring manager, mentor, buddy, HR team, IT team, or admin, each with a day-offset due date. Group-based expansion creates one task per group member so every stakeholder owns their piece.
Yes. New hires get a mobile-optimized experience for their onboarding tasks, documents, forms, and checkpoints, and the desktop and mobile views stay paired so links open the right surface automatically.
Each business sets its own reminder schedule for forms and documents (7-day, 3-day, on-due-date, or daily-after-overdue triggers), with a low-noise default. On top of that: overdue alerts to the hiring manager (at most weekly per plan), next-day checkpoint reminders, a weekly Monday digest for hiring managers, and plan/mentor/buddy/verification notifications — all gated by per-type toggles and a master switch.
Onboarding Hub monitors I-9 completion, flags work authorizations expiring soon, and surfaces employees pending reverification. Admins configure regional compliance requirements per location and use a compliance library with automatic, location-based requirement analysis. Automated E-Verify case submission is on the roadmap; I-9 tracking is live today.
Onboarding Hub covers the new-hire journey — preboarding, first-day-and-beyond tasks, documents, and compliance. Offboarding is a separate app for structured, compliant employee departures. Training is the native LMS; Onboarding Hub assigns Training courses as onboarding tasks rather than authoring the courses itself.
