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


Onboard new employees into the Gauzy platform.


## Pre-Onboarding {#pre-onboarding}



### Admin Tasks {#admin-tasks}


1. **Create Employee Record**
   - Go to **Employees** → **Add Employee**
   - Fill in personal details, start date, department
   - Assign to organization and teams

2. **Set Up Accounts**
   - User account is auto-created with employee
   - Set initial password or send invite email
   - Assign roles and permissions

3. **Configure Time Tracking**
   - Set work schedule (hours per week)
   - Configure screenshot settings
   - Set up project/task assignments


### Checklist {#checklist}


- [ ] Employee record created
- [ ] User account set up
- [ ] Role assigned (Employee, Manager, Admin)
- [ ] Teams assigned
- [ ] Projects assigned
- [ ] Work schedule configured
- [ ] Equipment assigned (if applicable)
- [ ] Welcome email sent


## Day One {#day-one}



### Employee Self-Service {#employee-self-service}


1. **Login** — Use invite link or credentials
2. **Complete Profile** — Add photo, contact info, skills
3. **Install Desktop App** — If time tracking required
4. **Review Assigned Tasks** — Check project boards


## First Week {#first-week}


| Day | Activity                        |
| --- | ------------------------------- |
| 1   | Account setup, platform tour    |
| 2   | Team introductions, first tasks |
| 3   | Start time tracking             |
| 4   | Review daily plans feature      |
| 5   | Check-in with manager           |


## Related Pages {#related-pages}


- [Employee Management](https://sourcey-gauzy.pages.dev/features/employee-management/index.md) — employee features
- [Desktop Timer Setup](https://sourcey-gauzy.pages.dev/tutorials/desktop-app-setup-tutorial/index.md) — desktop setup
- [Getting Started](https://sourcey-gauzy.pages.dev/tutorials/getting-started-tutorial/index.md) — platform basics