My onboarding tasks
Onboarding tasks
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An employee onboarding portal is where new hires tick off their own copy of the onboarding checklist and upload their ID and tax documents, managers follow each of their hires' progress, and the people team logs the equipment handed out.
Pattern: ChecklistsDescribe it to Pory
“We hire about five people a month. Each new hire should get our standard onboarding checklist and upload their ID and tax forms, their manager should see how they're getting on, and the people team should track the laptops and kit we hand out.”
My onboarding tasks
In plain English
An employee onboarding portal is where new hires tick off their own copy of the onboarding checklist and upload their ID and tax documents, managers follow each of their hires' progress, and the people team logs the equipment handed out. It follows the Checklists pattern: the same task list, worked through again and again. Pory generates it from a plain-English description, with a login for each role (new hire, manager and people team) that shows only what that role should see, and flat pricing with unlimited employees.
What it does
Onboarding lived in a welcome PDF and a manager's memory, so day three usually opened with "what am I meant to be doing?" In Pory each new hire gets their own copy of the standard checklist, from payroll details to meeting their buddy, and ticks items off as they go. Nobody edits the master list by accident.
HR used to chase ID scans and tax forms across personal email, then store them somewhere a little too shared. In Pory the new hire uploads each document from their own page and picks what it is, and it sits on their record for the people team to check. No more forwarding a passport photo to three colleagues.
Knowing who had laptop FS-0417 meant scrolling a spreadsheet nobody trusted. The people team logs each item as it's ordered, readied and handed over, with its asset tag and hand-over date, against the new hire's name. When someone asks where the spare monitors went, the answer is a filter, not a hunt through the stationery cupboard.
Managers used to ask HR for an onboarding update and get a forwarded spreadsheet with every hire in the company on it. In Pory a manager signs in and sees just the people starting in their team, with start dates and whether onboarding is not started, in progress or complete. They stop asking HR, and HR stops redacting rows.
Missed onboarding steps surfaced weeks later, usually when payroll bounced. Each task in Pory carries a due date, and when one passes unticked the new hire gets a reminder in the portal and by email. The people team stops keeping a sticky note of who still hasn't sent their bank details.
Pory generates a portal from these pieces and wires the permissions between them. The same parts run a grant round, a help desk, and a tenant portal — only the names on the pages change.
Collect
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
An application page, a notice board, an open directory — pages and forms anyone can use without signing in, on your domain.
People create their own account and land in the role you chose for them.
Upload and view files on the record they belong to — not in a folder named FINAL v2.
Decide
Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.
“Where's my request?” answered as a progress bar on the submitter's own page.
Cards in columns. Drag a record to move it along.
Task lists ticked off per record, with progress — onboarding runs, inspections, opening duties.
Name who a record is for and it lands on their list, and nobody else's.
A reviewer's score, a coach's feedback, a clinician's note — kept on the record it belongs to, never lost in a thread.
Renewals, expiries and overdue work, in an in-app inbox and by email.
Share
Search, filters, sorting, inline add and edit — the spreadsheet, minus the sharing accident.
Portraits, names, and roles from a table, shown only to the roles allowed to see them.
Records on a month or week view, by date.
Records as cards or photos.
A shareable pop-up with a record's details and what's linked to it. Edit, change status, or add a linked record from there.
Check-in details, benefits, updates — a page for a role to read.
Live figures over the rows a viewer is allowed to read.
Control
Own, assigned, managed, and team rows; hidden fields per role. Generated from your description, not configured field by field.
A sign-in link by email, by default. Password sign-in if you'd rather.
Your domain, your colours, your logo. Members see you.
On purpose
A portal runs a program, a service, or a process. These jobs belong to tools built for them, and Pory keeps the records around them instead.
Pory tracks who owes what and who has paid. It doesn't collect the money — keep your payment tool for that.
Availability, capacity, time zones, and reschedules are a whole product. Pory holds what happens after the booking.
No feeds, threads, likes, or polls. A note on a record, yes; a forum, no. Where members talk is another tool's job.
Pory keeps the service record, not the map.
Describe it in a sentence and send the invite. Unlimited employees, flat price.