Employee onboarding and task management

Task Management & Onboarding Software

Simplify hire to retire

Cezanne HR’s integrated Onboarding & Lifecycle management module combines easy-to-set up employee onboarding portals with a smart task manager that makes it simpler to manage any kind of activity involving multiple people, tasks and deadlines.

Create engaging personalised welcome portals
Help new joiners feel at home
Take control of task lists
Improve how employee life-cycle events are managed

Onboarding portals

A portal for every occasion

You’ll benefit from an integrated employee onboarding software system that lets you go beyond new joiners, so you can put together as many different portals as you want, each with their own content and focus.

For example, you may want to bring together information that will help an existing employee find their feet more easily when relocated overseas, or welcome back a staff member that has been absent for a while.

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Welcome Portal set up

Create new portals in minutes

Quickly and easily set up informative and engaging welcome portals that showcase your people and your organisation. No technical skills required!

Automatically display your logo
Match company branding using the inbuilt text editor and simple HTML
Add multiple sections with your own copy, images or embedded videos
Keep essential details, such as start date, location and key contact, top of page
Ensure outstanding tasks are easy to see
Automatically display team members

Task Manager

Ensure essential activities run to plan

From onboarding new employees to orchestrating policy reviews or company events, Onboarding & Lifecycle ensures that key tasks are more visible, easier to manage, and much more likely to be completed on time.

Create task list templates

Quickly create your own task list templates, each with its own set of activities, trigger points and participants.

Tailor to fit

Personalise templates to reflect specific circumstances, for example, remove an activity that’s not relevant.

Automate notifications

Ensure everyone knows what is expected of them with automatic email notifications and reminders.

Centralised task inboxes

Dynamically display outstanding – and completed – tasks in participant inboxes or welcome portals.

Track completion

Easily see which activities have been completed, and where you might need to step in to nudge people and activities along.

Reflect global differences

Create multiple portals and task lists so you can reflect different onboarding requirements, lifecycle events, locations or languages.

Onboarding is a magic moment when new employees decide to stay engaged or become disengaged. It offers an imprinting window when you can make an impression that stays with new employees for the duration of their careers.
Amy Hirsh Robinson, The Interchange Group

Task list templates

Designed to save you time

Task lists can be set up for virtually every event – from the simplest to the most complex – with as many activities and participants as you need. Each task can be associated with specific instructions, links and documents to help ensure that everyone knows what is expected of them.

You’ll be able to delegate task list ownership to other users, tailor tasks before you trigger them, add new tasks and update participants on the fly, or intervene to delete or modify existing tasks. The aim is to make the system as flexible and as useful to you as possible.

Screenshot of task list templates in Cezanne HR

Automated notifications

Help everyone stay on track

Starting an event automatically triggers notifications and updates the task inboxes – or welcome portals, of everyone involved. Participants can easily see which tasks are still open and which ones are overdue, and even look back at completed activities if they want to.

As the HR administrator, you’ll never lose sight of who is responsible for specific activities – or the deadlines for each event. With all tasks managed centrally, it’s easy to see what has and hasn’t been completed, so you can chase up if you need to.