EcofyxOperational area
Human resources
Ready-to-use application
HR, hiring and onboarding
Standardize hiring, onboarding, equipment delivery and employee offboarding.
What this template is designed to organize
Standardize hiring, onboarding, equipment delivery and employee offboarding.
Connected structure
4 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
New-hire checklist
Key fields:
- Candidate or employee
- Role and unit
- Expected start date
- Personal documents received
- Pre-employment medical exam
- Registrations and contracts
- Pending items or notes
Onboarding control
Key fields:
- Employee
- Role and area
- Required training completed
- Access, badge and resources issued
- Onboarding pending items
- Pending-items deadline
Employee equipment handover
Key fields:
- Employee
- Equipment or item
- Asset tag, serial number or identification
- Quantity
- Condition at handover
- Terms presented
- Did the employee acknowledge receipt?
Offboarding checklist
Key fields:
- Employee
- Role and area
- Reason
- Assets returned
- Access revoked
- Documents completed
- Pending items and notes
How this template organizes the routine
Standardize hiring, onboarding, equipment delivery and employee offboarding. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
HR, hiring and onboarding
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
Available filters
StatusEmployeeOwner
Visible dashboard columns
- Employee
- Role/unit
- Status
- Start
- Pending items
- Owner
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
New hires this month
Onboarding completions this month
Equipment handovers
Offboarding records this month
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- Start hiring process
- Record onboarding
- Record equipment handover
- Record offboarding
- Update hiring record
Attention points
Check these alerts to identify records that may need follow-up.
- Hiring process pending item
- Planned start date overdue
Operational workflow
Review the available statuses and the actions that move a record from one status to another.
Hiring workflow
Documentation pending→Processing→Ready to start→Hired→Cancelled
- Start processingDocumentation pending → Processing
- Clear for startProcessing → Ready to start
- Complete hiringReady to start → Hired
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the HR, hiring and onboarding template for?
Standardize hiring, onboarding, equipment delivery and employee offboarding.
Which forms are included in this template?
New-hire checklist, Onboarding control, Employee equipment handover, Offboarding checklist.
How are records organized in Ecofyx?
Data is organized in the HR, hiring and onboarding dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
The flow is internal; external participation uses an invitation or a restricted link.
Can I customize this template for my organization?
Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.
Start with HR, hiring and onboarding
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.