Preboarding is the stage between a candidate accepting an offer and their first day. It is a useful time to collect details, so day one can focus on the job.

Can I use different checklists for different roles?

Yes. Reusable templates can be set up by role, location or employment type.

Do new starters need an app?

No. They use a secure link for preboarding, which opens in a browser.

Bank details are encrypted when stored, preboarding links expire and can be revoked, and permissions control who can see sensitive data. See our security page for more.

Yes. The 7-day free trial has every feature switched on.

Employee onboarding

Employee onboarding software that gets people ready for work

Collect a new starter's details before day one, give everyone their tasks and see clearly when the required checks are done.

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A new starter's first days involve HR, a manager, sometimes IT and the person themselves. When that lives in emails and memory, things get missed. Onboarding in Orbis HR gives each person a clear list and keeps must-do checks apart from reminders.

A secure preboarding portal

Once a candidate accepts an offer, they can be sent a secure link to give their personal details, emergency contacts and payroll starter details before their first day.

HR reviews what they sent before it goes on the record. Bank details are encrypted when stored, and links expire and can be revoked.

Personal details and emergency contacts
Payroll starter details
HR review before applying to the record

All features

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Reusable onboarding templates

Create templates by role, location or employment type, so you do not build the same list for every new starter. Tasks can be given to HR, managers, IT or the new starter.

Everyday reminders, such as ordering a uniform or setting up a locker, are tracked separately from mandatory checks.

Templates by role, location or employment type
Tasks for each person involved
Reminders kept apart from mandatory checks

HR software for small business

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A clear ready-for-work status

Mandatory checks such as right to work are marked as blocking, and a person shows as ready for work only when the required checks are verified.

After they start, probation dates and reviews carry on in the same record, so nothing has to be re-keyed.

Blocking mandatory checks
Ready for work only once verified
Probation dates on the same record

Right-to-work records Probation

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Questions

Employee onboarding software: common questions

It is software that organises what must happen when someone joins: collecting details, assigning tasks and tracking checks, so nothing depends on memory.