help center

How to Track Onboarding

Congrats! You’ve secured your talent and that person has started the Borderless onboarding process. We know you’re excited to get your new hire contributing to the team so we’ve made it easy for you to track where they are in their onboarding process.

Step 1

Once you’ve started the process of adding a hire, the second step will be ‘Employment Information’. Until you insert the title of your new hire, the option to generate the JD with AI will not be available.

Step 2

You can generate the job description by clicking on the

button.

If you have certain requirements that must be included in the job description, insert them into the text box and then re-generate the job description. Note: if you already have a JD, you can cut and paste it into the text box and Alberni will optimize it.

Step 1

Open your Borderless Console and navigate to ‘Hires’

‍

Step 2

This shows a list of all hires (both employees and contractors) who have accepted their invitation to join Borderless. This list shows the hires' Onboarding Statuses. Your employee can have one of three Onboarding Statuses:

This means Borderless employee onboarding is complete. Employee payroll can be processed.

This means Borderless employee onboarding is incomplete. Employee payroll cannot be processed.

This means the employee is not longer active on Borderless. Employee payroll cannot be processed. To view all inactive hires, toggle the filter on the top right of the table.

Note: If you don't see your employee's name under the Accepted tab, check the Invitations Tab. The list of hires under this tab have not yet accepted their invitation to Borderless, and as such, cannot start their Borderless onboarding. Your employee can have one of three Invitation Statuses:

This means you (or the appointed business user from your team) have not yet finished submitting the basic required information for your employee. To complete this step, simply click on your employee's name, click on their contract, review their details, and click submit.

This means the basic required information on your employee has been submitted to Borderless for review, and the employee's corresponding Statement of Work document is ready for signature on your Borderless dashboard home page. Once the Statement of Work document is signed by the appointed business user from your team, Borderless will finalize the employee's employment agreement.

This means the Statement of Work document was signed and the employment agreement was finalized, but the employee has not yet accepted their invitation to join Borderless.

Hint: If you don't see your employee, try increasing the viewed number of names per page by toggling the 20/page button at the bottom.

‍

Step 3

In the list of hires on the Hires page, click the name of your employee. This will bring you to the employee's Hires Overview page. Here you can see the details of the employee's Onboarding Status, and which steps are complete.

Note: The steps listed under "Inviting new hire" (the first tile under Onboarding Status) are not the employee's responsibility to complete – you (or the appointed business user from your team) must add the employee's employment details and sign the Statement of Work.

‍