Employee onboarding
Yarrowdale Station HR · Employee onboarding · Fergus Falls, MN
Tamsin Szabo is the HR manager at Yarrowdale Station HR, the shared HR team a regional group of employers uses, and she uses this to bill each employer for every new hire's onboarding and to chase what is still unpaid.
Staffing and HRBillingDashboards4 tables · 5 views · 1 form · 1 dimension set · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 agent
Use this templateOnboarding board
OnboardingsPaperwork out7
Evander Soto-PikeOB-26-222Corvid Hill Veterinary Clinic
Zebulon Amadi-StrandOB-26-223Meadowlark Transit Cooperative
Philomena CastellarOB-26-224Wrenfield Assisted Living
Tobias Yamamoto-ReedOB-26-225Ostrander Ridge Orchards
Gwendolyn OsterhausOB-26-226Corvid Hill Veterinary Clinic
2 moreOrientation booked7
Jedediah Okonkwo-HaleOB-26-215Kettlewick Print & Sign
Ximena RadcliffeOB-26-216Pennywhistle Creek Dairy
Leopold Hartmann-BeyOB-26-217Ostrander Ridge Orchards
Odessa Tran-WhitfieldOB-26-218Tallowmere Machine Works
Anselmo PettiboneOB-26-219Brightwater Plumbing Supply
2 moreOrientation done14
Annelise BrokawOB-26-201Pennywhistle Creek Dairy
Dashiell ImanovOB-26-202Harrowgate Tile & Stone
Philippa NdlovuOB-26-203Corvid Hill Veterinary Clinic
Rutger CastellanosOB-26-204Tallowmere Machine Works
Yevgenia ThornburyOB-26-205Wrenfield Assisted Living
9 moreTables
Onboardings
28 sample rows · 16 columnsEvery new hire the team onboards for a member employer, from accepted offer to orientation, with what is billed for it.
| New hire | Onboarding number | Employer | Job title | Package | Package fee | Background check ordered |
|---|---|---|---|---|---|---|
| Anders Chukwuma | OB-26-227 | Harrowgate Tile & Stone | Estimator | Extended | $780 | Yes |
| Gwendolyn Osterhaus | OB-26-226 | Corvid Hill Veterinary Clinic | Front desk coordinator | Standard | $450 | No |
| Isolde Karimova | OB-26-220 | Meadowlark Transit Cooperative | Dispatcher | Extended | $780 | No |
| Tobias Yamamoto-Reed | OB-26-225 | Ostrander Ridge Orchards | Orchard picker | Seasonal | $240 | Yes |
| Anselmo Pettibone | OB-26-219 | Brightwater Plumbing Supply | Counter sales associate | Standard | $450 | Yes |
| Osei Brightwater-Moon | OB-26-228 | Pennywhistle Creek Dairy | Herd manager | Executive | $1,250 | No |
| Odessa Tran-Whitfield | OB-26-218 | Tallowmere Machine Works | Welder fabricator | Executive | $1,250 | No |
| Philomena Castellar | OB-26-224 | Wrenfield Assisted Living | Registered nurse | Executive | $1,250 | No |
| Leopold Hartmann-Bey | OB-26-217 | Ostrander Ridge Orchards | Packing house lead | Seasonal | $240 | Yes |
| Zebulon Amadi-Strand | OB-26-223 | Meadowlark Transit Cooperative | Mechanic | Extended | $780 | Yes |
| Ximena Radcliffe | OB-26-216 | Pennywhistle Creek Dairy | Dairy lab technician | Extended | $780 | No |
| Evander Soto-Pike | OB-26-222 | Corvid Hill Veterinary Clinic | Kennel attendant | Standard | $450 | No |
16 more rows
Invoices
14 sample rows · 10 columnsWhat the team has billed each employer for an onboarding, and what is still unpaid.
| Invoice number | Onboarding | Employer | Issued | Payment due | Paid on | Amount |
|---|---|---|---|---|---|---|
| INV-26-413 | Calloway Ferreira | Brightwater Plumbing Supply | Oct 5, 2026 | Nov 4, 2026 | — | $515 |
| INV-26-414 | Petronella Gaskill | Southfork Bakehouse Co-op | Oct 5, 2026 | Oct 20, 2026 | — | $450 |
| INV-26-411 | Hamish Teodorescu | Ostrander Ridge Orchards | Sep 25, 2026 | Oct 12, 2026 | — | $305 |
| INV-26-412 | Sunniva Abernathy | Wrenfield Assisted Living | Sep 25, 2026 | Oct 26, 2026 | — | $780 |
| INV-26-410 | Lucinda Varga | Southfork Bakehouse Co-op | Sep 23, 2026 | Oct 8, 2026 | — | $450 |
| INV-26-406 | Cormac Eze-Haldane | Harrowgate Tile & Stone | Sep 8, 2026 | Sep 23, 2026 | — | $450 |
| INV-26-409 | Marguerite Anand | Wrenfield Assisted Living | Aug 17, 2026 | Sep 14, 2026 | — | $515 |
| INV-26-405 | Yevgenia Thornbury | Wrenfield Assisted Living | Aug 14, 2026 | Sep 14, 2026 | Sep 10, 2026 | $515 |
| INV-26-404 | Rutger Castellanos | Tallowmere Machine Works | Aug 10, 2026 | Sep 22, 2026 | Sep 21, 2026 | $1,250 |
| INV-26-403 | Philippa Ndlovu | Corvid Hill Veterinary Clinic | Aug 6, 2026 | Sep 7, 2026 | Sep 2, 2026 | $845 |
| INV-26-407 | Cecily Fairweather | Tallowmere Machine Works | Aug 6, 2026 | Sep 21, 2026 | — | $845 |
| INV-26-408 | Teodoro Lindqvist | Meadowlark Transit Cooperative | Aug 3, 2026 | Sep 17, 2026 | — | $1,250 |
2 more rows
Member employers
10 sample rows · 10 columnsThe employers the HR team serves, with their payment terms and who to call about a bill.
| Employer | Employer code | Billing contact | Contact phone | Payment terms | Member since | Invoices |
|---|---|---|---|---|---|---|
| Brightwater Plumbing Supply | EMP-1008 | Lysander Amankwah | (218) 555-0158 | Net 30 | Oct 5, 2017 | INV-26-413 |
| Corvid Hill Veterinary Clinic | EMP-1003 | Maren Delacroix-Ito | (218) 555-0153 | Net 30 | Oct 5, 2020 | INV-26-403 |
| Harrowgate Tile & Stone | EMP-1002 | Benedikt Okafor | (218) 555-0152 | Net 15 | Oct 5, 2018 | INV-26-402, INV-26-406 |
| Kettlewick Print & Sign | EMP-1009 | Roswitha Linden-Park | (218) 555-0159 | Net 15 | Oct 5, 2023 | |
| Meadowlark Transit Cooperative | EMP-1010 | Thaddeus Oyelaran | (218) 555-0160 | Net 45 | Oct 5, 2016 | INV-26-408 |
| Ostrander Ridge Orchards | EMP-1007 | Perpetua Valdivia | (218) 555-0157 | Net 15 | Oct 5, 2022 | INV-26-411 |
| Pennywhistle Creek Dairy | EMP-1001 | Odalys Brannigan | (218) 555-0151 | Net 30 | Oct 5, 2015 | INV-26-401 |
| Southfork Bakehouse Co-op | EMP-1004 | Ignatius Reyes-Lund | (218) 555-0154 | Net 15 | Oct 5, 2021 | INV-26-410, INV-26-414 |
| Tallowmere Machine Works | EMP-1005 | Wilhelmina Achterberg | (218) 555-0155 | Net 45 | Oct 5, 2014 | INV-26-404, INV-26-407 |
| Wrenfield Assisted Living | EMP-1006 | Cosmo Nakagawa | (218) 555-0156 | Net 30 | Oct 5, 2019 | INV-26-405, INV-26-409, INV-26-412 |
Forms and booking
Onboarding request
FormOnboarding requestThe request an employer's manager sends when a new hire has accepted an offer.
What is the new hire's name? *
Which employer is hiring? *
What is the job title?
Which onboarding package should we run? *StandardExtendedExecutiveSeasonalSeasonal suits short-term crews.
What is the first day of work? *
Send to Yarrowdale StationDashboards
Billing and unpaid balances
InvoicesBilled by invoice status
- Paid$3,905
- Overdue$3,060
- Sent$1,535
- Draft$965
Still owed by employer$5,137
Billed by month
- Jul 19, 2026$845
- Jul 26, 2026$450
- Aug 2, 2026$2,940
- Aug 9, 2026$1,765
- Aug 16, 2026$515
- Sep 6, 2026$450
- Sep 20, 2026$1,535
- Oct 4, 2026$965
Also included
- Onboarding boardStage rules
- Invoice coming dueNotificationTells the billing clerk three days before an invoice falls due.
- Payment reminder letterDocumentThe letter that goes to an employer when an invoice is past its due date.
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