Onboarding help index
Browse connected Britixo guides for onboarding.
Start an employee onboarding case
Start an employee onboarding caseCreate or resume the encrypted six-step onboarding case for a new starter.
Open guide →GuideComplete onboarding personal identity and contact details
Complete onboarding personal identity and contact detailsRecord the starter’s identity, contact, address, birth and emergency-contact information.
Open guide →GuideRecord the primary identity document
Record the primary identity documentRecord the verified document type, number and expiry used for onboarding identity controls.
Open guide →GuideComplete employment particulars
Complete employment particularsRecord job, department, manager, start date, contract, pay, location, pattern, probation, notice and holiday particulars.
Open guide →GuideRecord a right-to-work check
Record a right-to-work checkRecord the check date, method, category, result, evidence reference and exact work restrictions.
Open guide →GuideRecord time-limited work permission
Record time-limited work permissionCapture permission validity, expiry and share-code expiry so later reviews can be scheduled.
Open guide →GuideRecord student work controls
Record student work controlsCapture education dates, term dates, weekly limits, other-employer hours and the exact permission restrictions.
Open guide →GuideValidate onboarding work restrictions
Validate onboarding work restrictionsUnderstand how onboarding restrictions can block conflicting rota or timesheet activity.
Open guide →GuideComplete HMRC starter preparation
Complete HMRC starter preparationRecord P45 availability, starter declaration, NI number, student loan and postgraduate loan readiness values.
Open guide →GuideRecord P45 and starter declaration details
Record P45 and starter declaration detailsChoose the actual P45 or starter statement and record the leaving date when applicable.
Open guide →GuideRecord encrypted payment instructions
Record encrypted payment instructionsCapture account name, sort code and account number in the protected onboarding payload.
Open guide →GuidePrepare the workplace pension assessment
Prepare the workplace pension assessmentRecord the preliminary assessment status and any formally used postponement date.
Open guide →GuideRecord DBS readiness
Record DBS readinessRecord whether the role is eligible for a DBS check, its level and evidence or application reference.
Open guide →GuideRecord reasonable-adjustment readiness
Record reasonable-adjustment readinessCapture restricted adjustment notes, equipment, system access and mandatory-training requirements.
Open guide →GuideComplete onboarding governance controls
Complete onboarding governance controlsConfirm privacy information, written statement, health and safety induction, policies and the administrator declaration.
Open guide →GuideSave an onboarding draft
Save an onboarding draftSave incomplete onboarding information without submitting it for HR review.
Open guide →GuideUse onboarding autosave safely
Use onboarding autosave safelyUnderstand how the module saves the current step and row version while the case remains open.
Open guide →GuideSubmit onboarding for HR review
Submit onboarding for HR reviewValidate all required step data and move the case from draft to the review queue.
Open guide →GuideRequest changes to an onboarding case
Request changes to an onboarding caseReturn a submitted case with a decision note describing the missing or inconsistent evidence.
Open guide →GuideReject an onboarding case
Reject an onboarding caseReject a case that cannot proceed and record the decision reason.
Open guide →GuideApprove and finalise onboarding
Approve and finalise onboardingApprove the case, create the supported operational records and retain the onboarding decisions and audit trail.
Open guide →GuideUnderstand automatic employee numbers
Understand automatic employee numbersUnderstand the module’s prefix, year and sequence-based employee-code generation and duplicate checks.
Open guide →GuideTroubleshoot onboarding validation
Troubleshoot onboarding validationUse the step-specific validation response to correct missing dates, evidence, restrictions or governance confirmations.
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