SSprintoHelp Center

Guide

Add Employee During Onboarding

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Overview

Sprinto is a compliance and governance platform that helps organizations manage staff records and coordinate background checks during employee onboarding. Adding a staff member to Sprinto early in the onboarding journey ensures that compliance workflows—such as identity verification and background checks—begin immediately and run in parallel with HR onboarding activities. This reduces time-to-productivity and ensures your organization stays compliant with background check requirements from day one. The staff record you create serves as the single source of truth for all compliance activities linked to that employee.

Before you begin

  • You have an active Sprinto account with access to the People section and Configuration tab.
  • You have administrative or staff management permissions to create new staff records in Sprinto.
  • You have the new employee's email address and first name available.
  • You have determined the employee's official date of joining (or can select an upcoming date).
  • Background check integration (such as Checkr) is already configured in Sprinto so that checks can be initiated automatically.

Step by step

1
ClickAdd Staff

Click the 'Add Staff' button to open the new staff creation form. This initiates the onboarding workflow and prepares Sprinto to accept the employee's details.

Tip. The 'Add Staff' button is typically located in the People section under the Configuration tab.
Step 1
2
ClickStaff email

Click on the 'Staff email' field to activate the email input box.

Step 2
3
TypeStaff email

Enter the new employee's email address in the 'Staff email' field. This email serves as the unique identifier for the staff member in Sprinto and is used for all compliance communications.

Tip. Use the employee's corporate email address if available. This ensures all onboarding notifications and background check updates reach the correct inbox.
4
ClickFirst name

Click on the 'First name' field to activate the name input box.

Step 4
5
TypeFirst name

Enter the employee's first name in the 'First name' field. This name will appear in all compliance reports and staff records.

Tip. Enter only the first name here; if Sprinto has a separate 'Last name' field, you will fill that in a subsequent step.
6
ClickEmployment

Click the 'Employment' radio button to confirm the staff member's employment type. This setting categorizes the employee and determines which compliance workflows apply.

Tip. Selecting 'Employment' ensures that standard onboarding workflows, including background checks, are available for this staff member.
Step 6
7
ClickYes, onboarding steps like background checks should commence.

Select 'Yes, onboarding steps like background checks should commence.' to enable all mandatory compliance checks. This ensures the background verification process begins immediately.

Tip. Always select 'Yes' unless you have a documented exception or waiver signed by your compliance officer. This triggers automatic background check initiation.
Warning. Selecting 'No' will skip background checks; you will need to manually re-enable them later, which delays compliance and may create audit gaps.
Step 7
8
ClickDate of joining

Click on the 'Date of joining' field to open the date picker. This field captures the employee's official start date for compliance and verification purposes.

Tip. If you don't know the exact joining date yet, you can enter a planned future date and update it later. Sprinto will still initiate background checks based on this date.
Step 8
9
ClickApr

Click the 'Apr' button in the date picker to navigate to April. This allows you to select the correct month for the joining date.

Tip. The month selector may display as a button or dropdown depending on the calendar interface. Click to cycle through months or jump to the desired month.
Step 9
10
Clickbutton

Click the forward or navigation button to advance the calendar to the correct month. This helps you locate the target month if April was not the correct choice.

Tip. Use the arrow or 'Next' button to move through months quickly. Some interfaces allow you to click the month name directly to see a month selector.
Step 10
11
ClickAug

Select 'Aug' (August) from the calendar interface to set the joining month to August.

Tip. Click on the month name or use the navigation arrows to reach August. Verify that you see the correct month name before proceeding.
Step 11
12
Click26

Click on day '26' in the calendar to set the joining date to the 26th of the selected month. This completes the date selection.

Tip. Ensure the date selected matches your organization's records. If you need to change the month or day, use the calendar navigation to adjust before confirming.
Step 12
13
TypeDate of joining

Confirm the date entry by typing or clicking in the 'Date of joining' field if a text confirmation is required. This validates and locks the selected date in the form.

Tip. Some date pickers auto-populate the text field once you select a date. If not, you may need to manually enter or confirm the date in MM/DD/YYYY format.
14
ClickAdd staff member

Click the 'Add staff member' button to submit the new staff member record. This creates the employee profile in Sprinto and triggers the onboarding and background check workflows.

Tip. Ensure all fields are filled before clicking. Sprinto will validate the form and display an error message if required fields are missing.
Warning. Once submitted, the staff member record is created and background checks will begin automatically. Verify all details are correct before clicking this button, as corrections may require manual administrative intervention.
Step 14
15
ClickMark as not required

Click 'Mark as not required' if any compliance step (such as background checks or specific verifications) should be exempted for this employee. This removes that step from the onboarding checklist.

Tip. Only use this option if you have documented approval from your compliance officer or HR leadership. In most cases, all onboarding steps should remain required.
Warning. Marking steps as not required creates an audit trail and may trigger compliance exceptions. Use only when absolutely necessary and ensure your decision is documented.
Step 15

Confirm it worked

  1. 1The new staff member appears in the staff list in the People section with their email and name correctly displayed.
  2. 2The staff record shows the joining date you entered.
  3. 3A background check workflow has been initiated for the new employee (visible in the compliance checklist or task board).
  4. 4The staff member status reflects 'Active' and onboarding workflows are in progress.

Common issues

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