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Hire to start

After interview, hiring ends when you send a conditional offer (pick a job checklist) and the candidate signs. Onboarding (/hr/onboarding) is the post-sign home. Work by person. Starters complete three locked sections on Profile → Onboarding (/profile?tab=onboarding):
  1. Section A: HR - personal details, emergency contact, and right to work. Submit for HR review. HR can approve or send back with a comment.
  2. Section B: Finance - bank, National Insurance, and tax. Submit for Finance review. Finance Officers with finance approve can approve or send back.
  3. Section C: Contract - stays locked until HR and Finance both approve, and the start date is reached. HR with contracts manage or HR records can then send the employment contract for e-sign.
Overall status is Pending onboarding, In progress, Blocked, or Completed. Completed notifies HR, Finance, and the line manager. A submitted section that waits more than three working days (Monday to Friday) is marked overdue.
  1. People / Tracking - one row per starter with Section A, B, and C status, start date, days until start, days in onboarding, assigned reviewers, visa expiry flags, and overdue review. Open a row for the person file.
  2. Needs action - people waiting on you (bank, tax, documents, emergency contacts, RTW, submitted A/B sections).
  3. Checklists - job checklists and required policies still sit beside the A/B/C file.
  4. Ready to start - contract, RTW, bank, tax, and policies. Mark onboarding complete is a progress status only; it does not unlock clock or rota by itself.

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Policies

Mark resources in the library with Require acknowledgement during onboarding. Starters acknowledge them on Profile → Onboarding (/profile?tab=onboarding). The Policies gate turns green from those acknowledgements, not from an HR toggle. When a policy changes, publish a new version from the resource. Earlier acknowledgements stay as history, and people who still need the current version appear on Policy acknowledgements.

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For new staff

When you join, Campsite may send you to Onboarding on your profile (/profile?tab=onboarding) for your own journey: Section A (HR), Section B (Finance), then Section C (contract) once both are approved and your start date is reached. Contact emails for HR and Finance show on those sections. /onboarding still works and redirects to that tab.
  1. Dashboard banner - On the Dashboard only, a compliance-style banner reminds you to finish onboarding. Choose View checklist for task status (To be done, Being verified, or Done), or Remind me later for a few hours. When HR has issued your employment contract, the checklist includes Sign contract, which opens e-sign in Campsite. The banner stays until every item is Done, including verification. Profile → Onboarding remains the full journey (/dashboard, /profile?tab=onboarding).

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Starters and leavers

From Onboarding tools (wrench): New starter, New leaver, Manual starter (non-offer joiners), and Training courses. Offers always pick the job checklist when you send the letter. For cross-team workflows, use Lifecycle changes. That route tracks starter, leaver, and mid-year requests with owner-team tasks and audit timeline. For systems and licences before day one, use IT access to select catalogue items and track each one to provisioned.

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Right to work

RTW lives on the person file and in Needs action when verification is waiting. Prefer those over opening an HR file that does not exist yet. During onboarding, the employee answers guided eligibility questions (UK passport, settled or pre-settled status, international student visa, other visa, or other). Campsite assigns the verification route from those answers. HR sees the assigned route and the employee’s answer on the RTW run. HR can still override classification on the employee record when needed. When you review evidence, set the expiry date before you approve visa or pre-settled status. Classification, share code, and expiry also show on the employee record Job tab. HR is notified one month before the expiry date. See Employee records.