{"id":11450,"date":"2026-02-25T07:59:02","date_gmt":"2026-02-25T06:59:02","guid":{"rendered":"https:\/\/smartfp.cz\/solution\/hr-personnel\/onboarding\/process-and-customisation\/"},"modified":"2026-03-04T11:54:36","modified_gmt":"2026-03-04T10:54:36","slug":"process-and-customisation","status":"publish","type":"page","link":"https:\/\/smartfp.cz\/en\/solution\/hr-personnel\/onboarding\/process-and-customisation\/","title":{"rendered":"Process and customisation"},"content":{"rendered":"\n
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Onboarding process<\/mark> according to your workflow<\/strong><\/h1>\n\n\n\n
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Every organisation has a slightly different employee onboarding process. SmartFP is a modular platform, we put together steps, roles, notifications and documents to fit your internal policies. <\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Three phases of onboarding<\/mark><\/strong><\/h2>\n\n\n\n
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Phase 1<\/strong><\/p>\n\n\n\n

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Before the onset<\/strong><\/h3>\n<\/div>\n\n\n\n
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Pre-entry questionnaire<\/strong><\/p>\n<\/div>\n\n\n\n

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HR sets up the candidate in the system, fills in the basic data and sends them a personal questionnaire.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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HR sends a personal questionnaire<\/strong><\/p>\n<\/div>\n\n\n\n

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The candidate will be emailed a link, complete the questionnaire and return it.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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HR check and confirmation<\/strong><\/p>\n<\/div>\n\n\n\n

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HR receives the notification, checks the data and confirms the questionnaire or returns it for completion.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Phase 2<\/strong><\/p>\n\n\n\n

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Documents and evidence<\/strong><\/h3>\n<\/div>\n\n\n\n
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Employee records<\/strong><\/p>\n<\/div>\n\n\n\n

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From the approved questionnaire, HR can create a user account for the employee with one click.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Automatic documents<\/strong><\/p>\n<\/div>\n\n\n\n

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The system automatically prepares documents according to the set conditions (e.g. position or type of job).<\/p>\n<\/div>\n<\/div>\n\n\n\n

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PDF documents to sign<\/strong><\/p>\n<\/div>\n\n\n\n

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HR sends documents for electronic signature with a few clicks.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Phase 3<\/strong><\/p>\n\n\n\n

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Familiarisation and training<\/strong><\/h3>\n<\/div>\n\n\n\n
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Directive\/BOZP: confirmation\/signature<\/strong><\/p>\n<\/div>\n\n\n\n

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After the first login, the employee goes through a familiarisation session with the guidelines\/BOZP or e-learning and HR has an overview of the tasks completed.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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REST API<\/strong><\/p>\n<\/div>\n\n\n\n

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Thanks to the REST API, data from SmartFP can flow seamlessly to other company systems.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n

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Who does what:<\/mark> HR, manager, employee<\/strong><\/h1>\n\n\n\n
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Onboarding is not just about the form. It’s a workflow where everyone knows what to do and HR has visibility into status, responsibilities and deadlines. <\/p>\n\n\n\n

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Request a sample<\/a><\/div><\/div><\/div><\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
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HR (control and overview)<\/strong><\/h2>\n<\/div>\n\n\n\n

sets up the process, checks the data, sees the status of execution and can send reminders.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Manager (involvement in steps)<\/strong><\/h2>\n<\/div>\n\n\n\n

can approve selected parts, confirm the checklist or take responsibility for specific onboarding steps.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Employee (execution of steps)<\/strong><\/h2>\n<\/div>\n\n\n\n

fills in data, familiarises himself with the directives, signs documents and receives training.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Permissions as required<\/strong><\/h2>\n<\/div>\n\n\n\n

You set what each role can see and change to make the process secure and transparent.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n

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We tailor onboarding <\/mark>to your process<\/strong><\/h2>\n\n\n\n
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Every company’s employee onboarding process is a little different. SmartFP is a modular platform that puts together questionnaires, documents, guidelines and training into one workflow, exactly according to your internal steps and roles. <\/p>\n<\/div>\n<\/div>\n\n\n\n

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Onboarding = data + documents + training + signatures (in one process)<\/p>\n<\/div>\n<\/div>\n\n\n\n

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saving time<\/p>\n<\/div>\n<\/div>\n\n\n\n

Notifications,<\/mark> reminders and checklists<\/strong><\/h2>\n\n\n\n
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The most time consuming part is not the onboarding itself, but the tracking and reminding. SmartFP automates communication and keeps track of what is done and what is not yet done. <\/p>\n\n\n\n

What is being automated:<\/strong><\/p>\n\n\n\n