Employee Onboarding Workflow

Onboard new employees into the Gauzy platform.

Pre-Onboarding

Admin Tasks

1. Create Employee Record

   • Go to Employees → Add Employee
   • Fill in personal details, start date, department
   • Assign to organization and teams

2. Set Up Accounts

   • User account is auto-created with employee
   • Set initial password or send invite email
   • Assign roles and permissions

3. Configure Time Tracking

   • Set work schedule (hours per week)
   • Configure screenshot settings
   • Set up project/task assignments

Checklist

• Employee record created
• User account set up
• Role assigned (Employee, Manager, Admin)
• Teams assigned
• Projects assigned
• Work schedule configured
• Equipment assigned (if applicable)
• Welcome email sent

Day One

Employee Self-Service

1. Login — Use invite link or credentials
2. Complete Profile — Add photo, contact info, skills
3. Install Desktop App — If time tracking required
4. Review Assigned Tasks — Check project boards

First Week

Day	Activity
1	Account setup, platform tour
2	Team introductions, first tasks
3	Start time tracking
4	Review daily plans feature
5	Check-in with manager

Related Pages

• Employee Management — employee features
• Desktop Timer Setup — desktop setup
• Getting Started — platform basics