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Setting up onboarding steps

Learn how, as an HR admin, you set which steps go on the checklist when a new colleague starts. Think of the things you need to arrange for every new colleague, but that are easy to forget.

Where do you find it?

Go to Company Settings → Onboarding.

What's already there?

If you haven't changed anything yet, you'll see six example steps:

Create their email account
Add them to the chat tool
Give them access to the password manager
Get their laptop ready and record it under Assets
Plan their first day
Schedule a check-in after their first month

Change them to fit your company's tools and habits.

How to change the list

Add a step: click Add step, type the step, for example "Introduce them to the team", and click Add.
Edit a step: click Edit next to the step and click Save.
Delete a step: click Delete and confirm.
Change the order: drag a step to a different place.

Changes apply to everyone whose onboarding you start from then on. The checklist of someone whose onboarding has already started doesn't change. To add a step for one person, add it on their own checklist. See Onboarding a new colleague.

Tip: put the steps in the order you usually do them: first what needs to be ready before the first day, then what comes in the first weeks.

Note: if you delete every step, Heartsome no longer offers an onboarding checklist for new colleagues.

Who can do this?

HR admins and the account owner.

Updated on: 21/10/2026

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