From hiring to first day, Nkapio tracks your entire onboarding workflow. Add employees, upload contracts, and monitor progress with automatic reminders and checklists.
Step 1 — Navigate to the Employees module
From the sidebar, click HR and then Employees to see your full employee roster.
Step 2 — Click “Add new employee” and fill the basic info
Click the Add employee button (or + icon) and fill in the employee’s personal details: first name, last name, email, phone, and date of birth.
Step 3 — Assign position, department, and start date
Select the employee’s Position (e.g., Technician, Manager), Department (e.g., Operations, Sales), and Start date. You can optionally set an end date if it’s a fixed-term contract.
Step 4 — Upload contract and onboarding checklist
Add a contract file (PDF or image) and assign any onboarding tasks (orientation, training, equipment setup). Mark items as complete as the employee progresses through their first week.
Tips
- Use consistent position names so salary calculations and scheduling are accurate.
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Save contract PDFs with a standard naming convention (e.g.,
FirstName_LastName_Contract_2026.pdf) for easy retrieval. - Add onboarding tasks for each department so new hires always get the same setup experience.
- Mark tasks complete in real-time so team leads can see onboarding progress.