How to Set Up Employee and Contractor Onboarding in Zoho People
If your onboarding process is a mix of last-minute texts, scattered paperwork, and “Oh, I forgot to tell you…” moments, it’s time to get organized. With Zoho People, you can create a professional onboarding flow that works for both employees and contractors — and you can even start for free.
Watch How to Set Up Onboarding in Zoho People
Why Use Zoho People for Onboarding?
Zoho People is Zoho’s HR and people management platform. While it can handle everything from leave tracking to performance reviews, one of its most powerful features is its onboarding module. This tool helps you guide new hires through a structured process, so nothing gets missed.
How to Set It Up in Minutes
- Create a New Onboarding Checklist
In Zoho People, go to the onboarding section and start a new checklist for your role or team. - Add Key Tasks
Include essentials like: - Signing offer letters and contracts
- Completing tax or payment forms
- Attending training sessions
- Setting up introductions with team members
- Getting access to necessary tools and systems
- Assign to the New Hire
Once the checklist is ready, assign it directly to your employee or contractor. They’ll receive the steps they need to complete, along with deadlines. - Track Progress in One Dashboard
The onboarding dashboard lets you see exactly where each hire is in their checklist — no guessing or chasing people down for updates.
Why It Works for Small Businesses
Even if you’re onboarding your very first hire, Zoho People keeps the process consistent and professional. You’ll reduce confusion, improve the new hire experience, and make sure important steps aren’t forgotten.
And yes — there’s a free plan, making it a budget-friendly option for growing teams.
The Bottom Line
Your team’s first day should be exciting, not chaotic. With Zoho People, you can create a smooth onboarding process that makes new hires feel welcomed, prepared, and ready to contribute from day one.
Want help setting up Zoho People for onboarding? Schedule a Call and we’ll get your process ready in just minutes.
