{"id":6592,"date":"2026-04-07T12:10:41","date_gmt":"2026-04-07T12:10:41","guid":{"rendered":"https:\/\/bizedgeapp.com\/blog\/?p=6592"},"modified":"2026-04-07T15:21:31","modified_gmt":"2026-04-07T15:21:31","slug":"how-to-onboard-a-new-hire","status":"publish","type":"post","link":"https:\/\/bizedgeapp.com\/blog\/how-to-onboard-a-new-hire","title":{"rendered":"How to Onboard a New Hire"},"content":{"rendered":"\n<p><strong>Step 1: <\/strong>To manage the onboarding process for a new employee, navigate to the Onboarding section. Locate the newly added employee and click Start Onboarding to begin setting up the onboarding workflow.<br><br>This process allows admins to prepare important information that the new employee will need to complete before or after joining the organization.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-1-1024x576.png\" alt=\"\" class=\"wp-image-6593\" srcset=\"https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-1-1024x576.png 1024w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-1-300x169.png 300w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-1-768x432.png 768w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-1-1536x864.png 1536w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-1-133x75.png 133w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-1-480x270.png 480w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-1.png 1920w\" sizes=\"(max-width:767px) 480px, (max-width:1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Step 2: <\/strong>Start with the Welcome Message section. Click Edit under the welcome message area and customize the message to warmly introduce the employee to the company. This message may include a brief introduction to the organization, expectations for the first day, or helpful information to guide the employee through their onboarding experience. After editing the message, click Save to apply the changes.ft<\/p>\n\n\n\n<p><strong>Step 3: <\/strong>Proceed to the Resumption Details section. Click the drop-down button beside Resumption Details and enter the required information. Once the details are entered, click Save to proceed to the next stage.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-2-1024x576.png\" alt=\"\" class=\"wp-image-6594\" srcset=\"https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-2-1024x576.png 1024w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-2-300x169.png 300w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-2-768x432.png 768w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-2-1536x864.png 1536w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-2-133x75.png 133w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-2-480x270.png 480w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-2.png 1920w\" sizes=\"(max-width:767px) 480px, (max-width:1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Step 4: <\/strong>Then move to the Company Documents section. Click the drop-down button beside Company Documents and select documents that the new employee needs to review or acknowledge. You can either select documents that were previously uploaded to the system or attach new ones directly from the system. After selecting the necessary documents, click Save to continue.<\/p>\n\n\n\n<p><strong>Step 5: <\/strong>In the Additional Document Request section, click Request Additional Document to specify any documents the employee must provide. Once the required documents are listed, enable the toggle button to activate the request so the employee can see and upload the requested documents.<\/p>\n\n\n\n<p><strong>Step 6: <\/strong>Next is the Employee Profile Update section. Here, enable the toggle button to allow the employee to update or complete their personal profile details. This feature helps ensure that the employee can provide or confirm important personal information, such as contact details or other personal records. After enabling the option, click Save.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-3-1024x576.png\" alt=\"\" class=\"wp-image-6595\" srcset=\"https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-3-1024x576.png 1024w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-3-300x169.png 300w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-3-768x432.png 768w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-3-1536x864.png 1536w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-3-133x75.png 133w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-3-480x270.png 480w, https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-3.png 1920w\" sizes=\"(max-width:767px) 480px, (max-width:1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Step 7: <\/strong>Proceed to the Reference Request section. In this section, you can request a personal or professional reference letter as part of the employee verification or documentation process.<\/p>\n\n\n\n<p><strong>Step 8: <\/strong>After that, move to the Notifications section. Enable the toggle button to notify existing employees about the new hire\u2019s arrival. This notification typically helps the team prepare to welcome and support the new colleague. Once the notification settings are configured, click Save.<\/p>\n\n\n\n<p><strong>Step 9: <\/strong>Finally, review all the onboarding settings and click Send Packet. This action sends the onboarding package to the new employee.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Step 1: To manage the onboarding process for a new employee, navigate to the Onboarding<span class=\"excerpt-hellip\"> [\u2026]<\/span><\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[642],"tags":[],"class_list":["post-6592","post","type-post","status-publish","format-standard","hentry","category-people-v2"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Onboard a New Hire | Bizedge<\/title>\n<meta name=\"description\" content=\"Step 1: To manage the onboarding process for a new employee, navigate to the Onboarding section. Locate the newly added employee and click Start\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/bizedgeapp.com\/blog\/how-to-onboard-a-new-hire\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Onboard a New Hire | Bizedge\" \/>\n<meta property=\"og:description\" content=\"Step 1: To manage the onboarding process for a new employee, navigate to the Onboarding section. Locate the newly added employee and click Start\" \/>\n<meta property=\"og:url\" content=\"https:\/\/bizedgeapp.com\/blog\/how-to-onboard-a-new-hire\" \/>\n<meta property=\"og:site_name\" content=\"Bizedge\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/bizedgeapp.fb\" \/>\n<meta property=\"article:published_time\" content=\"2026-04-07T12:10:41+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-07T15:21:31+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Chinaza Okafor\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@BizEdgeapp\" \/>\n<meta name=\"twitter:site\" content=\"@BizEdgeapp\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Chinaza Okafor\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Onboard a New Hire | Bizedge","description":"Step 1: To manage the onboarding process for a new employee, navigate to the Onboarding section. Locate the newly added employee and click Start","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/bizedgeapp.com\/blog\/how-to-onboard-a-new-hire","og_locale":"en_US","og_type":"article","og_title":"How to Onboard a New Hire | Bizedge","og_description":"Step 1: To manage the onboarding process for a new employee, navigate to the Onboarding section. Locate the newly added employee and click Start","og_url":"https:\/\/bizedgeapp.com\/blog\/how-to-onboard-a-new-hire","og_site_name":"Bizedge","article_publisher":"https:\/\/www.facebook.com\/bizedgeapp.fb","article_published_time":"2026-04-07T12:10:41+00:00","article_modified_time":"2026-04-07T15:21:31+00:00","og_image":[{"width":1920,"height":1080,"url":"https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-1.png","type":"image\/png"}],"author":"Chinaza Okafor","twitter_card":"summary_large_image","twitter_creator":"@BizEdgeapp","twitter_site":"@BizEdgeapp","twitter_misc":{"Written by":"Chinaza Okafor","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/bizedgeapp.com\/blog\/how-to-onboard-a-new-hire#article","isPartOf":{"@id":"https:\/\/bizedgeapp.com\/blog\/how-to-onboard-a-new-hire"},"author":{"name":"Chinaza Okafor","@id":"https:\/\/bizedgeapp.com\/blog\/#\/schema\/person\/71914cc90fed9bd71d9db8238cba886d"},"headline":"How to Onboard a New Hire","datePublished":"2026-04-07T12:10:41+00:00","dateModified":"2026-04-07T15:21:31+00:00","mainEntityOfPage":{"@id":"https:\/\/bizedgeapp.com\/blog\/how-to-onboard-a-new-hire"},"wordCount":399,"publisher":{"@id":"https:\/\/bizedgeapp.com\/blog\/#organization"},"image":{"@id":"https:\/\/bizedgeapp.com\/blog\/how-to-onboard-a-new-hire#primaryimage"},"thumbnailUrl":"https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-1-1024x576.png","articleSection":["People V2"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/bizedgeapp.com\/blog\/how-to-onboard-a-new-hire","url":"https:\/\/bizedgeapp.com\/blog\/how-to-onboard-a-new-hire","name":"How to Onboard a New Hire | Bizedge","isPartOf":{"@id":"https:\/\/bizedgeapp.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/bizedgeapp.com\/blog\/how-to-onboard-a-new-hire#primaryimage"},"image":{"@id":"https:\/\/bizedgeapp.com\/blog\/how-to-onboard-a-new-hire#primaryimage"},"thumbnailUrl":"https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-1-1024x576.png","datePublished":"2026-04-07T12:10:41+00:00","dateModified":"2026-04-07T15:21:31+00:00","description":"Step 1: To manage the onboarding process for a new employee, navigate to the Onboarding section. Locate the newly added employee and click Start","breadcrumb":{"@id":"https:\/\/bizedgeapp.com\/blog\/how-to-onboard-a-new-hire#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/bizedgeapp.com\/blog\/how-to-onboard-a-new-hire"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/bizedgeapp.com\/blog\/how-to-onboard-a-new-hire#primaryimage","url":"https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-1.png","contentUrl":"https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2026\/04\/Onboarding-new-hire-V2-1.png","width":1920,"height":1080},{"@type":"BreadcrumbList","@id":"https:\/\/bizedgeapp.com\/blog\/how-to-onboard-a-new-hire#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/bizedgeapp.com\/blog\/"},{"@type":"ListItem","position":2,"name":"How to Onboard a New Hire"}]},{"@type":"WebSite","@id":"https:\/\/bizedgeapp.com\/blog\/#website","url":"https:\/\/bizedgeapp.com\/blog\/","name":"Bizedge","description":"","publisher":{"@id":"https:\/\/bizedgeapp.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/bizedgeapp.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/bizedgeapp.com\/blog\/#organization","name":"BizEdge","url":"https:\/\/bizedgeapp.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/bizedgeapp.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2021\/12\/Bizedge-Logo-1.svg","contentUrl":"https:\/\/bizedgeapp.com\/blog\/wp-content\/uploads\/2021\/12\/Bizedge-Logo-1.svg","width":123,"height":28,"caption":"BizEdge"},"image":{"@id":"https:\/\/bizedgeapp.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/bizedgeapp.fb","https:\/\/x.com\/BizEdgeapp","https:\/\/www.instagram.com\/bizedge.app\/","https:\/\/www.linkedin.com\/company\/bizedgeapp\/","https:\/\/www.youtube.com\/channel\/UC8geiisYfnO_QP5tkQGpbiw\/"]},{"@type":"Person","@id":"https:\/\/bizedgeapp.com\/blog\/#\/schema\/person\/71914cc90fed9bd71d9db8238cba886d","name":"Chinaza Okafor","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/bizedgeapp.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/f1e26da89f02b3abd9b8c9948b6a4434c9f7bbaf43c8f7ba90888716d7fc7ee7?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/f1e26da89f02b3abd9b8c9948b6a4434c9f7bbaf43c8f7ba90888716d7fc7ee7?s=96&d=mm&r=g","caption":"Chinaza Okafor"}}]}},"_links":{"self":[{"href":"https:\/\/bizedgeapp.com\/blog\/wp-json\/wp\/v2\/posts\/6592","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bizedgeapp.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bizedgeapp.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bizedgeapp.com\/blog\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/bizedgeapp.com\/blog\/wp-json\/wp\/v2\/comments?post=6592"}],"version-history":[{"count":1,"href":"https:\/\/bizedgeapp.com\/blog\/wp-json\/wp\/v2\/posts\/6592\/revisions"}],"predecessor-version":[{"id":6596,"href":"https:\/\/bizedgeapp.com\/blog\/wp-json\/wp\/v2\/posts\/6592\/revisions\/6596"}],"wp:attachment":[{"href":"https:\/\/bizedgeapp.com\/blog\/wp-json\/wp\/v2\/media?parent=6592"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bizedgeapp.com\/blog\/wp-json\/wp\/v2\/categories?post=6592"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bizedgeapp.com\/blog\/wp-json\/wp\/v2\/tags?post=6592"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}