The All-Encompassing Onboarding Process (Hiring)

Purpose: There is a lot of information to keep track of with new employees. From recruitment to applications, required documentation, onboarding tasks, and getting the employee started on the right foot, there is little room for error. At BambooHR, we strive to make this experience delightful for you and your new employees. This guide will walk you through the entire onboarding process.


Did you know we have a BambooHR Learning course about Hiring in BambooHR? Click here to learn more about what is included in this course.

Create a job opening

Get started with your recruitment process by creating a job opening. You can use the embed code to post job openings on your website, or you can utilize the Careers Website that BambooHR’s Applicant Tracking System provides for you.

When you create a job opening, do not forget to publish the job opening to free job boards like Indeed and Glassdoor. You can also share the job opening on social media to get the word out.

Be sure to check out our applicant tracking reports to help you keep track of the information you need.


View candidates

Keep track of your candidates in a job opening's candidate overview table, where you can update multiple candidates at one time. Be sure to add collaborators to the job opening or grant access for your recruiters to help out.

Clicking on a candidate's name in the overview will take you to the candidate's profile. The profile is where you can find all of the details about the candidate. Use our standard templates or create your own email templates to stay in touch with your candidates by sending emails from the Emails tab.


Send an offer letter

Once you find your top choice, set up your offer letter template and send the candidate an offer letter. You can view the status of the offer letter through the Offer tab. The tab will appear on the candidate's profile after you send an offer letter to them. 


Hire the employee

After the candidate signs the offer letter, you can easily hire them as a new employee. Their application information will transfer to the Add New Employee page, and you can add additional employee information.


New Hire Packet

On the Add Employee page, check the box to send a New Hire Packet to the new employee. Your new employee can fill out their basic personal information through the New Hire Packet, and they will have a warm welcome to your company!

Before sending the New Hire Packet, confirm that you set up your Onboarding template the way you would like it to be. Any tasks assigned to the employee will send with the New Hire Packet. This packet also includes any tasks with documents to sign, and you can be sure to check that off before the employee’s first day.

Now you can sit back and relax, knowing that you have taken care of your employee onboarding experience. And your new employee will notice that the onboarding process is easy!