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Administrator Guide
Last Updated: 2026-03-13
Steps: Set Up Worker Onboarding

Steps: Set Up Worker Onboarding

We plan to retire the Onboarding Dashboard in 27R1. Workday recommends that you use Onboarding Plans for a more streamlined onboarding experience for your new hires. You can use the
Copy Onboarding Dashboard Content to Onboarding Plans
 task to migrate your existing onboarding dashboard content. For more information, see: Onboarding Plans
Onboarding provides a set of tools to help you engage new workers into your organization more effectively. You can:
  • Display welcome messages.
  • Build lists of people and helpful contacts to meet.
  • Guide workers through their onboarding tasks.
  • Give workers a convenient and effective way to monitor their onboarding tasks with a visual progress indicator.
  • Communicate relevant corporate and job-related information.
Onboarding also enables HR productivity. You can:
  • Create electronic Forms I-9 for U.S. employment verification.
  • Distribute documents to new hires and track acknowledgments or electronic signatures.
  • Retrieve completed documents that new hires upload.
You can use onboarding for new hires, new contingent workers, and workers transitioning from another part of your organization. You can start the onboarding process before a worker's hire or start date, or on the first day of work.
A worker can have only 1 onboarding process in progress at a time. If a worker is already in an onboarding process, then Workday doesn't launch any other onboarding events.
  2. Access the
    Maintain Onboarding Reasons
     task.
    Create reasons for onboarding workers.
    Security:
    Set Up: Onboarding
     domain in the Onboarding functional area.
  3. Configure the
    Onboarding
     business process.
  5. (Optional) Configure and View Alerts.
    Configure alerts to remind managers to complete the
    Onboarding Setup
     step.
    Copy the
    Onboarding Setup Events Qualified for Alerts
     standard report to use as the input report on the
    Configure Alert
     task.
  6. (Optional) Set up an electronic Form I-9.
  8. Configure the
    Onboarding
     dashboard.
You can run the
Onboarding Setup Template Coverage
 report to ensure that each template covers the correct group of workers.
The
Onboarding Status Summary
 report displays workers onboarded within the last 90 days. Administrators and managers can view details about the hires and their onboarding progress.