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Employee Onboarding Workflow

Set up and manage structured onboarding for new employees.

Overview​

Gauzy provides tools to streamline new employee onboarding:

  • Pre-configured task checklists
  • Automated account creation
  • Role and permission assignment
  • Team assignment
  • Equipment provisioning

Onboarding Steps​

1. Create Employee Account​

Via API or UI:

  • Basic info (name, email)
  • Start date
  • Department and position
  • Reporting manager

2. Send Invitation​

POST /api/invite
{
  "emailIds": ["new-hire@example.com"],
  "roleId": "employee-role-uuid",
  "invitedById": "manager-uuid",
  "inviteType": "EMPLOYEE",
  "startedWorkOn": "2025-02-01"
}

3. Configure Permissions​

Assign role with appropriate permissions based on the employee's function.

4. Team Assignment​

Add to relevant teams and departments.

5. Equipment Provisioning​

Create equipment sharing requests for necessary hardware/software.

Onboarding Checklist​

StepAutomatedManual
Create account✅
Send invitation email✅
Configure permissions✅
Assign to team(s)✅
Provision equipment✅
Set up time tracking✅
Schedule onboarding meet✅