From New Hire to Engaged Employee

Develop engaged and productive employees from the start with Workterra OnBoard. Design, automate and manage PreBoard, OnBoard, CrossBoard, and OffBoard tours unique to your organization, ensuring compliance and increasing collaboration between HR administrators and employees. Personalized tours and interactive content allow for an employee’s seamless transition into, within, or out of your organization.

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PreBoarding Tour

Automate the steps required to effectively PreBoard your new hire and ensure a productive start. Create, store and automate important new hire documentation readily available for the new hire to easily review and sign.

  • Complete & Sign State, Local and Federal Tax Forms
  • Background & Credit Checks
  • I-9 Electronic Processing
  • Electronic Signatures (E-Sign)
PreBoarding Tour

OnBoarding Tour

Once a new hire has completed the PreBoard tour, configure the workflow to automatically transfer them into the OnBoarding process. Personalized employee dashboards allow employees to familiarize themselves with your organization’s company culture, background, and expectations through interactive videos, photos and surveys. Easily create and store electronic signature forms for employee handbooks, policy authorizations and any other documentation that may be required.

  • Benefit Eligibility and Enrollment (Workterra BenAdmin)
  • Assign Tasks and Training
  • Onboarding Videos and Surveys
  • Handbook and Policy Authorizations
  • Direct Deposit Authorization
OnBoarding Tour

CrossBoarding Tour

Seamlessly manage employee transition into a new position or to a new location with the help of Workterra OnBoard’s automated, intuitive solution. Automated processes and targeted onboarding ensure an employee has everything needed to be successful in their new position from day one.

  • Accommodate the Full Employee Lifecycle
  • Benefit Eligibility Information
  • New Office Location & Department Directory
  • Training Videos and Documentation
CrossBoarding Tour

OffBoarding Tour

Centralize your employee exit strategy in Workterra OnBoard’s OffBoarding feature, ensuring compliance and automating the tasks required to successfully Offboard an employee. Whether it be a retirement, termination, resignation or any other reason, employees are provided all the information required to transition out of your organization. Streamline communication and approvals, allowing administrators to focus on more strategic activities.

  • Ensure Compliance
  • Exit Interviews & Surveys
  • Retirement Plan Information
  • Collection of Company Issued Property
OffBoarding Tour

Reports & Analytics

Easily track onboarding tasks in real-time with Workterra’s advanced reporting capabilities. Allow administrators to quickly and easily generate reports from our library of standard reports, or create unique reports with the help of our Ad-Hoc reporting tool.

  • Tour Status & Completion
  • Tour Defaulters
  • New Hire Data
  • E-Verify Case Status
  • Tour Step Completion Rate & Record
  • Export Reports (Excel, PDF, etc.)
Reports & Analytics

I-9 Electronic Processing & Approval

As a certified U.S. Department of Homeland Security (DHS) employer agent, Workterra OnBoard offers I-9 electronic processing, along with full compliance and reporting reducing legal risk.

I-9 Electronic Processing & Approval