Sign in with your Microsoft 365 account to track new starters through onboarding.
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On-boarding
No onboarding admins have been set up yet. As the first person to sign
in, you can add yourself as the first admin below — after that, only
admins can manage new hires, milestones, departments and submissions.
Starting in the next 14 days
Name
Department
Start date
Status
Progress
Started but onboarding not finished
Anyone whose start date has already passed but whose milestone checklist isn't 100% complete.
Name
Department
Start date
Progress
Wallchart
Everyone's start/engagement date across New Hires, Subcontractors and CIS Operatives, in one calendar view.
New HireSubcontractorCIS Operative
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Waiting for your approval
You're not currently listed as the line manager or onboarding buddy
for anyone. If you're expecting to see tasks here, ask an onboarding
admin to check the New Hires tab.
Your outstanding tasks
Milestones assigned to you, either as a line manager or as an onboarding buddy, for anyone currently joining the business.
New hire
Milestone
Start date
Status
Completed by you
New hire
Milestone
Status
Completed
Add new hire
All new hires
Click Milestones on any row to see and update their onboarding checklist, and to get the pre-boarding invite email text.
Name
Personal email
Department
Start date
Engagement
Status
Progress
Invite
Add milestone
Every current and future new hire gets one checklist row per milestone here, in this order. Removing a milestone stops it being offered to new hires added afterwards, but doesn't delete anyone's existing history for it. Manage the list of owners on the Milestone Owners tab.
Milestone template
Order
Milestone
Owner
Description
Auto from submission
Add milestone owner
Owners added here appear as choices on the Milestones tab. Start with HR, IT, Line Manager, Buddy and New Hire (the roles the app's own "My Onboarding Tasks" tab knows how to match Line Manager/Buddy against), and add more of your own — a named team, a specific department, whatever makes sense for FX Utilities. Add an email address for any owner who should be emailed automatically when a new hire arrives with tasks assigned to them (see "Owner task notifications" below) — Line Manager and Buddy don't need one here, since those are emailed using the specific person's address on each New Hire record instead.
Milestone owners
Name
Email
Add department
Departments
Name
Manager
Add onboarding admin
Admins can add/edit new hires, manage milestones, and review external submissions for the department(s) they're linked to — pick "All Departments" for someone like an HR lead who should manage every department.
Onboarding admins
Name
Email
Manages
Log a submission by hand
Normally these arrive automatically from the pre-boarding Microsoft Form (see SETUP.md) — use this only if someone gave you their details another way (e.g. by phone) and you want to log them the same way.
Waiting to be matched
Match each submission to the right New Hires record — this also automatically ticks off their "pre-boarding information received" milestone.
Name
Personal email
Submitted
Right to work doc sent
Match to
Matched submissions
Name
Personal email
Matched new hire
Submitted
Add subcontractor
All subcontractors
Click Open on any row for where their engagement has got to, and their onboarding checklist.
Trading name
Contact
Engagement
CIS status
Status
Progress
Add subcontractor milestone
Every current and future subcontractor gets one checklist row per milestone here, in this order. Removing a milestone stops it being offered to subcontractors added afterwards, but doesn't delete anyone's existing history for it. Owners come from the shared Milestone Owners tab.
Subcontractor milestone template
Order
Milestone
Owner
Description
Add CIS operative
All CIS operatives
Click Milestones on any row to see and update their onboarding checklist.
Name
CSCS card
Engagement
CIS status
Status
Progress
Add CIS operative milestone
Every current and future CIS operative gets one checklist row per milestone here, in this order. Removing a milestone stops it being offered to CIS operatives added afterwards, but doesn't delete anyone's existing history for it. Owners come from the shared Milestone Owners tab.