HR — Employee onboarding
Everything you need before day one. Use it as is or adapt it: your team can still edit it.
Template Collect
7 documents. 1 participant.
| Document | Formats | Files | Check on upload | Status |
|---|---|---|---|---|
| Participant: Employee | ||||
| ID document front and back | PDF, JPG | 2 | Check: expiry | Required |
| Bank details (RIB) | 1 | Check: IBAN, name | Required | |
| Proof of address | PDF, JPG | 1 | Check: date | Required |
| Diplomas | multiple | — | Required | |
| Driver’s license if the job requires it | PDF, JPG | 2 | Check: expiry | If applicable |
| Social security certificate | 1 | — | Required | |
| Supplementary health insurance (mutuelle) enrollment or waiver | 1 | — | Required | |
Reminders stop once everything is in.
Day 3, gentle reminder“Your file is still missing 2 documents.”
Day 7, detailed reminderThe list of missing documents and the direct link.
Day 14, with deadlineThe deadline, clearly restated.
You, at any timeManual reminder, one by one or in bulk.
Recommended scenario: reminders until the day before the start date.
This template, set up for you.
Book my demo We adapt it to your documents and rules during onboarding.