OnboardX — Employee Onboarding System

OnboardX — Smart Employee Onboarding System

The complete onboarding solution for companies running on Bitrix24. Track every new hire from offer letter to probation completion with structured checklists, department-level accountability, and real-time progress visibility.

EMPLOYEE FEATURES
- Personal onboarding dashboard showing your tasks and overall progress
- Complete assigned tasks with one tap — checkbox with progress tracking
- Upload required documents directly within each task (passport, contracts, certificates)
- Visual timeline showing your onboarding journey across all phases
- See your HR contact, direct manager, and onboarding buddy

HR MANAGER FEATURES
- Centralized dashboard showing all active onboardings with progress cards
- Add new joiners in 3 steps — enter details, sel ect template, start onboarding
- Multi-phase checklists with tasks assigned to HR, IT, Manager, and Employee
- Track progress by department — see which team is falling behind
- Notes and activity feed per employee — full history of actions taken
- Document collection — track which documents are pending vs received
- Export onboarding reports to CSV

ADMIN FEATURES
- Checklist Template Manager — create and customize onboarding workflows
- Two built-in templates: General Onboarding (5 phases, 24 tasks) and Real Estate Agent (4 phases, specialized)
- Create unlimited custom templates for different roles and departments
- Permission Manager — assign Employee, HR Manager, or Admin roles to any Bitrix24 user
- Syncs all users directly fr om your Bitrix24 account — no manual data entry
- Full audit log tracking every action with timestamps
- Configurable notifications and workflow settings

PRE-BUILT ONBOARDING PHASES
1. Pre-Joining — offer letter, document collection, visa processing, workstation setup
2. Day 1 — welcome meeting, office tour, IT setup, handbook signing
3. Week 1 — role training, compliance training, buddy assignment
4. Month 1 — KPI setting, medical insurance, 30-day review
5. Probation Review — formal review, confirmation letter, benefits enrollment

REAL ESTATE AGENT TEMPLATE
Specialized onboarding for property consultants including RERA registration, CRM training, area briefing, site visits, listing publication, and AML compliance.

DEPARTMENT-LEVEL ACCOUNTABILITY
Each task is assigned to a responsible department (HR, IT, Manager, Employee). Progress bars show which department is on track and which is falling behind. No tasks fall through the cracks.

ZERO SETUP REQUIRED
Install from Market and OnboardX configures everything automatically. No webhook URLs, no API keys, no technical setup. Creates its own data storage on install. User roles detected from Bitrix24 permissions or assigned by admin.

ALL DATA STAYS IN YOUR BITRIX24
OnboardX stores all onboarding records, checklists, and documents within your own Bitrix24 account using Universal Lists. Nothing is sent to external servers. You own your data completely.

Built and supported by VortexWeb LLC — Bitrix24 Gold Partner
Dubai, UAE
support@vortexweb.ae