Internal Use Only

Administrator & Supervisor Portal

Use this portal to track onboarding progress, log final review decisions, and request compiled onboarding packets for personnel files. This view is intended for Saintly leadership and HR only.

Onboarding Flow Training Modules Contracts & Policies Employee Portal

New Hire Status Board

Use this quick board to track where each new hire is in the onboarding process. Entries are saved in this browser only (local storage) for convenience – official records must still live in the personnel file.

New hire name

Role / discipline

Current step

Status

New Hire	Role	Current Step	Status

No new hires added yet. Use the form above to start your board.

New Hire Final Review Log

Use this form when you complete the overall review of a new hire’s onboarding. This creates a structured record that can be placed in the governing body and personnel file.

New hire full name*

Role / discipline*

Review date*

Application & interview

Personnel & credentialing documents

Orientation & training modules

Employment decision*

Planned start date (if known)

Reviewed by (name & title)*

Summary notes / conditions

This log should be printed or saved to the electronic personnel file and may also be included in governing body or QAPI review as needed.

Onboarding Packet PDF Request

Use this form when you are ready for HR to compile a complete onboarding packet (application, documents, contracts, and training proof) into a single PDF for the personnel file and governing body/QAPI review.

Employee / contractor name*

Role / discipline*

Requested by (name & title)*

Date needed by

Include the following items in the compiled packet:

Employment application & interview notes Licensure, credentialing, fingerprint card & IDs Contracts, handbook acknowledgment & policy agreements Orientation and training completion proof Other items (see notes below)

Notes to HR / special instructions

HR will compile the packet from your onboarding forms and training records, save it as a single PDF, and file it according to Saintly policy.