This product is designed for onbording the employee’s. The Onboarding module helps the transition from “Candidate” to “Employee.” This guide provides details about the product, setting up their digital profile, assigning mandatory training, provisioning their hardware, and other configurations.
The candidate must have digitally signed their Offer Letter.
You must have Admin or HR Manager permissions in TalentStream.
Note: Contact the Support team (Suportteam@test.com) to activate this product for your account.
Internal Note: Steps to enable the product for the customer account.
Go to the People dashboard screen and select Onboarding Requests tab.
Locate the Employee and click Start Onboarding button.
From the dropdown, select the Onboarding Template. The available templates are
Selecitng anyone of the templates will automatically populate their task list the employees have to complete.
The system will automatically email the employee a link to their New Hire Portal.
Required Documents: You must verify the uploaded copies of their Govt ID (Aadhaar/PAN) and Bank Details for payroll.
Status Tracking: Use the Document Tracker to see which items are “Pending” or “Action Required.”
Click the Assets tab within the employee profile.
Select the hardware to be allocated (e.g., MacBook Pro M3, Monitor, Headset).
Click Notify IT. This triggers a ticket in the IT department’s queue with the employee’s start date and shipping address.
Scroll to the Compliance & Training section.
Assign the mandatory “Code of Conduct” and “Data Privacy” modules.
Note: These modules have a 7-day deadline from the date of joining. The system will send automated reminders on Day 3 and Day 5.
Q: Can I change the start date after onboarding has started?
A: Yes. Go to Profile > Job Details and edit the “Effective Date.” TalentStream will automatically update the deadlines for all assigned tasks and notify the IT and Finance teams.
Q: What if the employee hasn’t received their portal link?
A: Check the Communication Log in their profile. You can click Resend Invite to trigger a new secure link to their personal email address.