Traditional onboarding means HR chasing new joinees for their PAN, bank details, address proof, and photograph — then typing all of it into the system. Self-onboarding flips that around: the employee does the data entry, and HR just reviews. Done right, it cuts the HR effort per hire by around 80%.
How invitation-based onboarding works
- 1HR sends an invitation to the new joinee’s email — no account needed yet.
- 2The employee opens a secure link and fills in their own personal, bank, and statutory details.
- 3They upload documents — ID proof, education certificates, cancelled cheque — directly.
- 4HR reviews and approves, and the profile becomes a live employee record.
Why it saves so much time
- No manual data entry by HR — the person who knows the details enters them
- Fewer errors — no misread handwriting or typo’d account numbers
- Documents arrive digitally and stay attached to the profile
- The new hire feels involved and ready from day one
Because the employee enters their own bank and PAN details, the classic “wrong account number on the salary transfer” problem largely disappears.
Keeping it secure
The invitation link is unique and expiring, data is transmitted securely, and nothing becomes a real employee record until HR explicitly approves it. You get the time savings without giving up control.
Getting started
From the Team Members or Onboarding screen, invite a new joinee by email and let the flow run. For bulk hiring, you can invite many at once. Your HR team stops being a data-entry desk and goes back to actually welcoming people.