What it is
Onboarding a starter is the journey from an accepted offer to someone who can actually be put on a roster. The offer detail screen shows the whole journey at once — offer state, the provisioning checklist and probation — so you can see where a starter is and take the next step without bouncing between screens.
It matters because a stuck starter is a gap on a client site. Right-to-work that isn’t checked, pay details that aren’t captured, an induction not done — any one of them blocks a deployment. Working the journey in order, from this one view, gets people roster-ready on time and tells you exactly where the bottleneck is when they’re not.
When to use it
- An offer has been accepted and onboarding needs to begin
- You’re triaging why a starter is stuck before their start date
- Right-to-work, pay setup or induction is outstanding
- You need to see a starter’s whole journey in one place
- A starter is nearly ready and you’re clearing the last steps
How it works
Step by step.
- 1
Open the offer
From the onboarding queue, open the accepted offer. The lifecycle band shows where the starter is, from created through to onboarded.
- 2
Check identity and right-to-work
Confirm the starter’s identity is verified and their right to work is established before anything else proceeds.
- 3
Capture pay, tax and super
Record the tax file number, bank account, super choice and tax declaration so the first pay is correct.
- 4
Complete induction
Work through the induction steps — policies, site requirements and anything the client mandates before deployment.
- 5
Run provisioning
Open the provisioning checklist and clear each step. When the last step closes, the starter is ready to move into probation and onto a roster.
Worked example
Follow it through.
The scenario
Sofia Russo accepted an offer as a Care Worker for Brightwater Health, starting Mon 16 Jun.
- 1 Open Sofia’s offer; the lifecycle band shows Accepted, provisioning ready to start.
- 2 Confirm her identity is verified and right-to-work established.
- 3 Capture her pay details — tax file number, bank account, super choice, tax declaration.
- 4 Complete the Brightwater induction steps.
- 5 Clear the provisioning checklist; the band advances toward Started.
The result
Sofia is roster-ready by her start date, her record is complete, and the offer shows the journey progressing to onboarded.
Tips & notes
Good to know.
- Work the journey in order — identity and right-to-work gate everything else, so clear them first.
- The lifecycle band is your bottleneck finder: whatever it’s stuck on is the next thing to action.
- Capture pay details before the first roster so the first pay isn’t a scramble.
- A blocker on provisioning pins to the top of the checklist — clear or escalate it rather than skipping ahead.
When you’re done
The starter is verified, paid-ready, inducted and provisioned — roster-ready by their start date.