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Employee journey

Offer to exit, on one record.

Every stage of employment runs in DocklyOne People: what the employee, manager, HR and payroll each do, what the system checks, and what you configure once.

Follow one employee from offer to exit.

Six stages, one record. See what each person does, what DocklyOne People checks, and what HR sets up once so it runs the same way for everyone after.

People › Preboarding

Preboarding · Ananya Krishnan

  • Candidate addedSenior QA Engineer · joins 3 Nov · BengaluruDone
  • Joining link sentSecure link with an expiry date HR choosesDone
  • Details and documents submittedPAN, Aadhaar, bank and UAN capturedDone
  • Offer acceptedTyped-name acceptance recordedDone
  • Convert to employeeHR reviews and creates the employee recordWaiting on a person

The candidate fills in their own joining details.

HR adds the candidate once. A secure joining link collects personal details, documents and the offer response — no account or password needed.

HR
Adds the candidate and sends the link
Candidate
Submits details and accepts the offer

HR sets up once

  • Offer and appointment letter templates
  • Documents to collect
  • Joining link expiry
Guide: The candidate joining portal

Everything you configure, in one list.

Your workspace starts with standard defaults for each of these. You review them once in the Setup checklist and change what doesn’t fit.

Configuration by journey stage
StageYou set up
Offer to joiningOffer and appointment letter templates; Documents to collect; Joining link expiry
Day oneOnboarding journey tasks and owners; Asset types; Policies to acknowledge
Attendance & leaveAttendance policy and shifts; Holiday calendar; Leave policies; Approval levels and SLA
Monthly payrollPay group and pay day; Salary components and templates; Statutory registrations and rules
GrowthReview cycle and template; Competencies and objectives; Which profile changes need approval
ExitOffboarding journey tasks; Notice periods; Settlement components

See the journey with your own policies.

We’ll set up a workspace with your leave, shifts and pay groups and walk one employee through it with your team.