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Complete employee onboarding process

Updated on May-2023

The onboarding process from an employee's perspective refers to the experience and activities involved when joining a new organization or starting a new position. It encompasses the steps and interactions that help employees become familiar with their roles, the company culture, and the expectations set for them. 

The Employee Onboarding process in greytHR allows you as an employee to provide all the information required for initiating your hiring process. The admin initiates the onboarding process during your tenure in the organization. The process captures all your personal information, along with the supporting documents, which reflects in the database. 

The information helps the HR personnel to complete your onboarding process seamlessly. 

To view the Employee Onboarding form, open the welcome email you have received from greytHR, and click the Let's Get Started button.

Fill your onboarding form

You can fill in the following information in the Employee Onboarding form:

  1. Upload a picture: On the onboarding landing screen, click the Edit icon on the profile picture to upload your photograph. You can also choose to upload your picture later.

  2. Personal information: Click the Personal Information icon to enter personal details such as Address, Emergency Contact Information, and Qualifications. You can add more than one qualification by clicking +Add another education.

  3. Previous employment details: Click the Previous Employment icon to enter your past employment details along with the timelines. You can add more than one previous employment detail by clicking +Add another employment.

  4. Accounts & statutory details: Click the Accounts & Statutory icon to enter details such as your Bank, PF, Aadhaar, and Passport details.
    Note: You can search for your bank code by clicking the Search your bank button available next to the Don't Know your bank button.

  5. Family details: Click the Family Details icon to enter your family members’ details, such as family member’s Name, Relationship, and DOB. Click +Add another member to add more than one family member's details.
    In case the family member is a minor or is afflicted with mental illness, select the Minor/Mental Illness checkbox and enter the required guardian details.

  6. Nomination Details: Click the Nomination Details icon to select your family members listed in the Family Details section as nominees for EPF, EPS, ESI, and Gratuity. The Nomination % text box allows you to choose the nomination percentage you want to provide to your family members. Click +Add another member to add more than one nominee's details.

  7. Upload educational & professional documents and ID proof: Click the Attachments icon to upload the supporting documents for the details you provided in the previous sections.


  • At the end of the onboarding form, on the Information Summary page, you can also review and edit the summary of the information provided before you submit the onboarding.

  • If you have already submitted the employee onboarding form earlier, you can view that information prefilled in the onboarding form. You can also edit the pre filled information.

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