# Employee Onboarding Workflow {#employee-onboarding-workflow}


Set up and manage structured onboarding for new employees.


## Overview {#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 {#onboarding-steps}



### 1. Create Employee Account {#1-create-employee-account}


Via API or UI:

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


### 2. Send Invitation {#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 {#3-configure-permissions}


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


### 4. Team Assignment {#4-team-assignment}


Add to relevant teams and departments.


### 5. Equipment Provisioning {#5-equipment-provisioning}


Create equipment sharing requests for necessary hardware/software.


## Onboarding Checklist {#onboarding-checklist}


| Step                     | Automated | Manual |
| ------------------------ | --------- | ------ |
| Create account           | ✅        |        |
| Send invitation email    | ✅        |        |
| Configure permissions    |           | ✅     |
| Assign to team(s)        |           | ✅     |
| Provision equipment      |           | ✅     |
| Set up time tracking     | ✅        |        |
| Schedule onboarding meet |           | ✅     |


## Related Pages {#related-pages}


- [Invite Endpoints](https://sourcey-gauzy.pages.dev/api/invite-endpoints/index.md) — invitation API
- [Employee Endpoints](https://sourcey-gauzy.pages.dev/api/employee-endpoints/index.md) — employee API
- [User & Role Management](https://sourcey-gauzy.pages.dev/admin/user-role-management/index.md) — RBAC