If you’re an admin, you can add new hires to Breezy Onboard in a couple of ways:
With an invite from the People List
From the candidate profile in Breezy Hire
Automatic exports from Breezy Hire
How to add a new hire manually
When you add a new person manually, you can assign their route and send a custom welcome email, all in one step. ✅
To add new hires to Onboard:
Click People in the left sidebar.
Click + Person in the top-right corner of the screen.
Enter the new hire’s email address and name.
Choose a route from the Route dropdown.
Choose a manager from the Manager dropdown.
Enter the employee’s Start Date.
Click +Invite to add another new hire.
Click Invite.
Each new hire will receive your welcome email with a link to sign in to their New Hire Portal and begin their onboarding route. They can return to their portal any time to review and complete tasks.
Admins and Managers can find new hires on their Route Boards and People lists.
How to assign a Manager
A new hire’s onboarding Manager is their point of contact for the onboarding process. An admin assigns the manager when they add a new hire, but they can also change the manager later, on the New Hire Page.
Click People in the left sidebar.
Find the correct new hire and click their name.
Click the Details tab near the top of the screen.
Click Change Manager near the top-right corner of the screen.
Choose a manager from the list of available team members.
A new hire can only be assigned to one onboarding manager. When you assign a new manager, the previous manager will no longer see the new hire on their Route Board or People list. Any route tasks assigned to the previous manager will stay the same, but new automated route tasks will be assigned to the new manager.
How to import new hires from Breezy Hire
You can export new hires to Onboard when they reach a Hired stage in your recruiting pipeline, either manually from their profile or automatically with stage actions.
From the candidate profile
Open the candidate’s profile in Breezy Hire.
Click the More menu (three dots) and select + Add to Breezy Onboard.
Choose a Route to assign to the employee.
Choose a Manager to assign to the employee.
Click Add to Onboard.
The candidate’s name, email, and documents from their profile will be added to Onboard.
With stage actions
Open a pipeline in your Breezy Hire Recruiting Preferences or a position’s settings.
Find the Hired stage and click Add or Edit Stage Actions.
Click the dropdown for Available Stage Actions.
Select Add to Breezy Onboard and click + Add.
Choose a Route to assign to the employee.
Choose a Manager to assign to the employee.
Click Save Changes.
When the candidate is moved to the Hired stage and the stage action is triggered, their name, email, and documents from their profile will be added to Onboard.