Onboarding Hub

Structured new hire onboarding with tasks and document collection.

MangoApps

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Overview

Onboarding Hub provides a comprehensive new hire onboarding experience with customizable task lists, document collection, training assignments, and progress tracking. Features include automated workflows, manager checklists, and integration with HR systems.

Tour of Onboarding Hub — building role-based onboarding plans from templates, assigning tasks across new hire, hiring manager, mentor, and buddy, preboarding portals, document collection, and automated reminders that keep every new hire on track.

Recruiting

Highlights

Build role-based onboarding journeys with tasks, documents, forms, trainings, and milestone checkpoints.

Match every new hire to the right plan automatically with role × department × location template resolution.

Welcome new hires before Day 1 with a token-secured preboarding portal and a scheduled email campaign.

Collect and e-sign onboarding documents, then track I-9 completion and work-authorization expiry.

Keep everyone on track with a configurable reminder schedule, a weekly manager digest, and a completion dashboard.

Convert new hires to employees with equipment assignment, credentials, and an Ask AI onboarding agent.

Capabilities

Onboarding Journeys & Plans

Role-based onboarding plans with tasks, checkpoints, documents, forms, trainings, and surveys
Plan types: standard, executive, technical, custom
Standalone plans (onboard anyone — no recruiting candidate required)
Auto-create a plan when a candidate is hired (per-business toggle)
Buddy, mentor, and custom relationship assignments (Mentor / Buddy seeded, add your own)
Onboarding packages that bundle documents for signing

Smart Template Matching

Auto-matcher scores every template by role × department × location, most-specific match wins
Template types: standard, executive, technical, custom, department-specific
Role levels: entry, mid, senior, executive
Location scoping: any / specific / headquarters / regional
Day-offset task scheduling (before start, on start, after start)
Reusable libraries for tasks, documents, forms, trainings, surveys, and welcome content
AI-drafted 30/60/90-day plans for admins to review and save as a template

Preboarding Experience

Token-secured preboarding portal — new hires get access before Day 1
Scheduled preboarding email campaign sent to the new hire's personal email
Auto-activate preboarding plans on the start date (daily 6 AM sweep)
Welcome content, resources, and a Day-1 welcome notification
Mobile-optimized new-hire experience for tasks, documents, forms, and checkpoints

Documents & E-Signature

Document types: ID, tax, benefits, emergency contacts, background check, education & employment verification
Uploads stored in HR Files with version history
E-signature packages that bundle multiple PDFs into one signing request
Native e-signature plus connected DocuSign / HelloSign providers
Verification workflow (upload → verify or reject)
Benefits enrollment forms with a drag-and-drop form builder

Compliance & Verification

I-9 monitoring: incomplete I-9s, expiring work authorizations, pending reverifications
Regional compliance requirements admins configure per location
Compliance library with AI-assisted requirement analysis
Per-employee onboarding audit report with CSV export

Reminders, Notifications & Integrations

Configurable reminder schedule per business (7-day / 3-day / on-due-date / daily-after-overdue)
Daily overdue-items alert to hiring managers
Daily checkpoint reminders (next-day lead)
Weekly Monday digest email to hiring managers
Per-notification-type toggles plus a master reminder switch
Tasks app integration keeps onboarding-task status in sync
Policy Hub acknowledgment recorded on task completion

Provisioning & Analytics

Convert a new hire to a full employee record
Equipment assignment and login-credential delivery
People-first views: starting soon, first week, first month, needs attention
Executive analytics — average time-to-completion and completion rates
Onboarding AI Agent (task status, contacts, equipment, overdue items) in the Ask AI sidebar

Limits & Specs

Plan duration: Admin-set number of days (no fixed ceiling)
Plan statuses: draft, preboarding, active, paused, completed
Task assignment roles: new hire, hiring manager, mentor, buddy, HR team, IT team, admin
Checkpoint types: 1-on-1, meeting, review, assessment, feedback, goal-setting, progress-check
Document file types: PDF, JPEG, PNG, GIF, DOC, DOCX
Availability: Licensed app — enable per business from the Apps Marketplace

Screenshots

Onboarding admin dashboard — track progress for every new hire

New hire dashboard — personalized onboarding tasks and resources

My onboarding tasks — checklist of forms, training, and intros for week one

Enrollment form — capture emergency contact information during onboarding

New hire plan view — full onboarding journey, milestones, and assigned tasks

Use cases

Structured 90-day plan

HR builds a 90-day plan with week-by-week checkpoints and role-specific tasks, then lets the auto-matcher assign the right template to every new engineering hire.

Preboarding before Day 1

A new hire gets preboarding-portal access two weeks early to review policies, complete tax forms, and watch welcome videos — with reminder emails going to their personal inbox.

Document collection & signing

The coordinator tracks who has uploaded ID and tax forms, bundles offer paperwork into a single e-signature package, and verifies each document from one library view.

I-9 compliance monitoring

HR opens the compliance view to find new hires with incomplete I-9s or work authorizations expiring in the next 30 days and triggers reverification.

Manager and cross-team checklists

The hiring manager, IT, and HR each get their own task list — laptop setup, account provisioning, buddy assignment — with due dates and completion tracking.

Executive onboarding analytics

Leadership reviews average time-to-completion and completion rates by plan on the executive dashboard to spot where new hires stall.

Resources

Onboarding Hub Datasheet (PDF)

Datasheet

Features, capabilities, pricing model, and FAQ on one downloadable sheet — share it with your team.

Onboarding Hub App Overview

help-center

Full feature tour: plan building, task templates and the auto-matcher, the preboarding portal, document collection, automated reminder workflows, notifications, and the analytics dashboard.

Onboarding Hub — Product Page

Website

Marketing overview of the Onboarding Hub: people-first new-hire journeys, preboarding before day one, compliance tracking, and how it connects to Recruiting, Forms, Trainings, and HR Files.

Onboarding Hub QA test plan

Documentation

End-to-end QA checklist covering plans, templates, preboarding, document collection, reminders, notifications, and analytics — used for release sign-off.

Onboarding AI Agent prompt test plan

Documentation

Prompt-by-prompt evaluation plan for the Onboarding AI Agent: task status, mentor/buddy assignments, equipment readiness, and overdue-item queries via the Ask AI sidebar.

FAQ

Onboarding Hub is a licensed MangoApps Workforce app. It's disabled by default and enabled per business from the Apps Marketplace, so each tenant opts in when they're ready — nothing is pushed on automatically.

Yes. Admins build templates scoped by template type, role level, department, and location. When a new hire starts, the auto-matcher scores every active template by role × department × location and applies the most-specific match — a senior engineering template at a specific site beats a generic any-role template.

Yes. A token-secured preboarding portal gives new hires early access to content, forms, and documents before Day 1, and a scheduled preboarding email campaign reaches them at their personal email address. Preboarding plans auto-activate on the start date.

Every plan can name a mentor and a buddy, and each triggers its own assignment notification. Mentor and Buddy ship as seeded relationship types, and admins can add custom relationship types (for example a Technical Sponsor) to fit their program.

Yes. Tasks can be assigned to the new hire, hiring manager, mentor, buddy, HR team, IT team, or admin, each with a day-offset due date. Group-based expansion creates one task per group member so every stakeholder owns their piece.

Yes. New hires get a mobile-optimized experience for their onboarding tasks, documents, forms, and checkpoints, and the desktop and mobile views stay paired so links open the right surface automatically.

Each business sets its own reminder schedule for forms and documents (7-day, 3-day, on-due-date, or daily-after-overdue triggers), with a low-noise default. On top of that: daily overdue alerts, next-day checkpoint reminders, a weekly Monday digest for hiring managers, and plan/mentor/buddy/verification notifications — all gated by per-type toggles and a master switch.

Onboarding Hub monitors I-9 completion, flags work authorizations expiring soon, and surfaces employees pending reverification. Admins configure regional compliance requirements per location and use a compliance library with AI-assisted requirement analysis. Automated E-Verify case submission is on the roadmap; I-9 tracking is live today.

Onboarding Hub covers the new-hire journey — preboarding, first-day-and-beyond tasks, documents, and compliance. Offboarding is a separate app for structured, compliant employee departures. Training is the native LMS; Onboarding Hub assigns Training courses as onboarding tasks rather than authoring the courses itself.