Every new member gets a different process
Turn your onboarding standard into a repeatable program.
People & readiness Guided member activation
Onboarding
Versioned onboarding programs with stages, dependencies, approvals, gear, certifications, and issued accounts, tracked from assignment to completion.
- Versioned programs
- Approvals and certificates
- Encrypted account vault
Why departments switch
What Onboarding fixes.
Build an onboarding program once, with stages that run in order or in parallel and steps for staff or the new person. Assign it to a member, everyone in a role, an approved applicant, or just an email address. Then see what is waiting on whom, approve submitted work, and keep issued logins in an encrypted, audited vault.
- The same path for every member
- Work unlocks in the right order
- Nothing waits without someone knowing
Tasks start out of order
Dependencies and ordered stages keep later steps locked until earlier ones are done.
Approvals happen off the record
Officers approve or send back submitted work, with the reason saved.
Passwords shared in plain text
Issued logins are stored encrypted, and every password read-back is logged.
Inside the module
A closer look at Onboarding.
Real screens from Station Clipboard, shown with a sample department.
01
Onboarding overview
See who is in onboarding, how far along they are, and what needs your attention.
- Waiting-on-you and overdue counts
- Progress for every person
- Approvals and certificates per person
02
Program builder
Build stages and steps once, then publish a version for everyone who follows.
- Ordered or parallel stages
- Step type and owner on each row
- Approval steps clearly tagged
03
People in onboarding
Every assignment across all programs, with progress and what is waiting on you.
- Members and email-only new hires
- Progress across three programs
- Assign one person or a role
04
Issued accounts
Logins created during onboarding are kept encrypted on the person’s file.
- Linked member account
- Passwords stored encrypted
- Temporary passwords flagged
On the phone
My onboarding on a phone
New members work through their own steps and see the logins issued to them.
How it works
From setup to a record you can trust.
Build the program
Set up stages, steps, owners, due dates, dependencies, and approvals.
Publish a version
Preview who is affected, then choose whether people already onboarding move to the new version.
Assign
Assign one person, a whole role, an approved applicant, or an email address.
Track and approve
Approve submissions, link certificates, chase overdue steps, and watch each person’s activity.
Capabilities
Everything Onboarding includes.
Program builder
Stages run in order or in parallel. Each step has an owner, a due date, and optional approval.
Versioned publishing
A publish preview shows who is affected. People already onboarding move to the new version only if you choose.
Practical step types
Uploads, questions, certifications, checklist steps, account creation, background steps, scheduled meetings, profile fields, gear issue, and policy acknowledgements.
Certificates to the member file
New people enter each card with its dates. Officers check the document, then link it onto the member’s certification record.
Waiting-on-you queue
Approvals, certificates to check, and overdue steps are flagged on the overview and on each person’s file.
Gear and policies
New members pick their gear sizes, which can file Quartermaster requests. They can also read and acknowledge Resources documents.
Account vault
Logins issued during onboarding are stored encrypted. Every read-back is logged, and members can save their changed password or print a password sheet.
Scheduled steps
Orientations and fit tests send calendar invites and reminders, and show up in personal calendar feeds.
Part of one portal
Works with the rest of your department.
Members keep one secure sign-in and one set of role permissions across every module you turn on.
Questions
Onboarding FAQ
Is Recruiting required?
No. Onboarding can be assigned to existing members, to everyone holding a role, or to a new hire by email address, as well as to approved applicants.
How does someone without a portal account take part?
A new hire assigned by email gets an onboarding code and works through their steps in the applicant portal. Link a member account later, and any held gear requests and records are filed then.
What happens when we change a program?
Publishing creates a new version. You see a preview of who is affected, and people already onboarding move to it only if you choose.
Can an officer complete a step for the new person?
Yes, for steps that are not documents. It is recorded as done on their behalf. Uploads and certificates must come from the person themself.
See Onboarding with your department’s workflow.
Tell us how you handle this work today. We’ll walk you through it in the full Station Clipboard portal.
Need something we don’t have yet? We build custom modules.
