Add a new starter in Kestrel HR
29 September 2026 · 13 steps
Yellow box = click here. The magnified panel shows the same spot up close. Names, email addresses and other personal details in the pictures, and in steps marked “example”, are example data: when you do the task, use the real ones. Passwords and codes are never recorded or shown: when you do the task, enter your own.
Step 2 — Complete the following steps
- Enter the Work email (example: info@example.com)
- Enter your Password (never recorded or shown)
- Click the Sign in button
Step 3 — In the menu, click Onboarding
Step 4 — Click the Add new starter button
Step 5 — Complete the following steps
- Enter the First name (example: Alex)
- Enter the Last name (example: Example)
- Enter the Work email (example: info@example.com)
Step 6 — Choose Finance from Department
Step 7 — Under Contract type, select Permanent
Step 8 — Tick Assign mandatory compliance training
Step 9 — Click the Create starter record button
Step 10 — In the Confirm new starter dialog, click Confirm and send welcome pack
Step 11 — Check the green banner: the record number (KH-20417) confirms the starter record was created and the training was assigned
Step 12 — In Kestrel Badge Desktop, select the new starter and click Print badge
