OnboardX
OnboardX runs employee onboarding inside Bitrix24, from the day an offer is accepted to the day probation is confirmed. Every new hire gets a checklist, every task is assigned to the right person in HR, IT, management or the employee themselves, documents are collected into your Bitrix24 portal, and nothing depends on someone remembering to send an email. Installs from the Bitrix24 Marketplace.
Install on the Bitrix24 Marketplace
| Platform | Install time | Templates included | Documents stored in |
|---|---|---|---|
| Bitrix24 | Minutes | General and Real Estate Agent | Your own Bitrix24 portal |
Prices on this page reviewed 5 September 2026.
What is OnboardX?
OnboardX is an onboarding application that runs inside Bitrix24, so the whole first ninety days of a new hire's journey, from paperwork to probation review, is one tracked sequence rather than a chain of emails between departments.
Most onboarding fails in the gaps between teams. HR knows the start date. IT finds out about the laptop on the Monday. Finance finds out about payroll after the first pay run. The new hire spends week one waiting. OnboardX gives every party their tasks, in order, with a deadline, and shows everyone how far along the hire is.
What does OnboardX do?
OnboardX covers the full onboarding lifecycle in nine parts, and every one runs inside Bitrix24.
Pre-joining before day one, day one, week one, month one, and probation review at month three. Each phase carries its own tasks, and the new hire sees exactly where they are.
Every task belongs to someone: HR sends the offer letter and collects documents, IT sets up credentials, the manager sets initial KPIs and runs the 30-day check-in, the employee signs the handbook acknowledgment and submits bank details. The dashboard shows task counts by owner so nothing sits with nobody.
Required documents listed per phase with an upload button on each. Files go straight into your company's Bitrix24 portal. PDF, JPG, PNG, DOC and DOCX up to 10 MB. Employees see what is outstanding; HR sees what has arrived.
Two included: General Onboarding with five phases and 29 tasks, and Real Estate Agent Onboarding with four phases and 16 tasks. Preview, edit, duplicate, or build your own from scratch.
Active onboardings, starting this week, completed this month, average completion time. Filter by status, search by name or position, drill into any hire, export a report.
Onboarding progress by department, with active and completed counts and average progress.
Each joiner gets a welcome page with their progress, their tasks, their HR contact and manager, and company resources such as the handbook and IT support. My Team lets them browse colleagues by department, with new joiners flagged so the team can say hello.
Pro adds e-signature on every collected document, a branded new-hire portal carrying your company name and logo, and directory auto-provisioning so accepted joiners flow into the Bitrix24 employee directory with department and reporting line pre-filled.
Three roles, employee, HR manager and admin, with a permission matrix showing exactly who can do what. Settings for default template, probation length, work hours, and notifications including a daily digest to HR. An audit log of every action with timestamp, user and detail.
How does a new hire get onboarded in OnboardX?
Adding a joiner takes three steps and the onboarding starts the moment you confirm.
Search your Bitrix24 users, set the start date, and assign a direct manager and an HR contact.
General Onboarding, Real Estate Agent Onboarding, or one you built.
Confirm the details and the template phases, then start onboarding. Every task fires to its owner and the hire's checklist appears in their workspace.
What does a new hire see in OnboardX?
The new hire sees their own onboarding and nothing else: a welcome page with their progress percentage and current phase, their tasks split into to-do and completed, the full five-phase timeline, their manager and HR contact, and company resources.
Their tasks are the ones assigned to them: sign the handbook acknowledgment, submit emergency contact details, submit bank details for payroll, complete compliance training, complete the onboarding feedback survey. HR, IT and manager tasks stay with HR, IT and the manager. My Documents shows what they need to upload and what they already have.
Can OnboardX handle UAE-specific onboarding?
Yes. The General Onboarding template includes visa and work permit processing as a pre-joining task, and the Real Estate Agent Onboarding template is built for property consultants and sales agents, the most common hire in Dubai brokerages.
Both templates are editable, so a business adds its own steps, medical insurance enrolment, Emirates ID, RERA registration for agents, wherever they belong in the sequence.
How does OnboardX track probation?
Probation length is set in Settings, 90 days by default, and the final phase of the onboarding timeline is Probation Review at month three, with a 30-day performance check-in earlier in month one.
The probation phase carries its own tasks: the review meeting, the confirmation letter, the feedback survey. The manager owns the review, HR owns the letter, and the hire completes the survey. When the phase closes, onboarding is complete and the dashboard records the completion time.
How much does OnboardX cost?
OnboardX is free for up to 3 active onboarding journeys, with paid tiers priced per Bitrix24 portal that include unlimited journeys. Cancel any time from your Bitrix24 admin.
| Starter | Pro | Enterprise | |
|---|---|---|---|
| Price | Free | USD 7 / month | USD 15 / month |
| Up to 3 active journeys | Unlimited journeys, full suite | For 100+ hires a year | |
| Onboarding templates | 1 | Unlimited | Unlimited |
| Task automation | Basic | Full | Full |
| Document collection | Yes | Yes | Yes |
| E-signature on all documents | — | Yes | Yes |
| Branded new-hire portal | — | Yes | Yes |
| Probation and review tracker | — | Yes | Yes |
| Directory auto-provisioning | — | Yes | Yes |
| Multi-entity and multi-country rules | — | — | Yes |
| REST API access and webhooks | — | — | Yes |
| Custom compliance flows | — | — | Yes |
| SSO and audit logs | — | — | Yes |
| Support | Priority email and WhatsApp | Dedicated support engineer |
Monthly billing through the Bitrix24 marketplace.
Is OnboardX the same as Vortex HR or Vortex People?
No. OnboardX handles onboarding, from offer accepted to probation confirmed, inside Bitrix24, for any business. Vortex HR is the full HR platform for UAE real estate brokerages, deployed by VortexWeb, and includes its own onboarding checklist, so a brokerage on Vortex HR does not need OnboardX for the same job. Vortex People is a standalone HR product that runs without Bitrix24, launching soon.
OnboardX is the first ninety days for a business that is not a UAE brokerage. The HR applications are everything after.
Frequently asked questions
Two by default: General Onboarding with five phases and 29 tasks, and Real Estate Agent Onboarding with four phases and 16 tasks for property consultants and sales agents. Both can be previewed, edited and duplicated, and you can create your own from scratch.
Everyone involved. Tasks are assigned to HR, IT, the direct manager or the employee, and the dashboard shows the count outstanding per owner for each hire. A task is never unowned.
Inside your own Bitrix24 portal. Employees upload PDF, JPG, PNG, DOC or DOCX files up to 10 MB against each required document, and HR sees what has arrived. VortexWeb does not store employee documents on its own servers.
Yes. OnboardX installs from the Bitrix24 Marketplace into cloud and self-hosted portals, and pulls new hires from your existing Bitrix24 users.
Yes. Three roles, employee, HR manager and admin, with a permission matrix that shows which role can view their own onboarding, complete tasks, upload documents, view all onboardings and administer the app. Employees see only their own journey.
Yes. Notify on task completion, notify on document upload, and a daily digest to HR at a time you set, all configurable in Settings.
Yes. Probation length is set in Settings, and the timeline ends with a Probation Review phase carrying the review meeting, the confirmation letter and the feedback survey. A 30-day performance check-in sits earlier in month one.
On Pro and Enterprise, OnboardX produces a signed PDF with an audit trail covering timestamp, IP address and user agent, aligned with UAE Electronic Transactions Law and India IT Act 2000 standards. For jurisdictions or documents that require a qualified signature provider, Enterprise supports custom compliance flows.
Yes. The Starter plan is free with no time limit and covers up to 3 active onboarding journeys with one template, basic task automation, document collection, the management dashboard and the audit log. Pro at USD 7 a month per portal removes the journey limit and adds unlimited templates, e-signature, the branded portal and probation tracking.
No. OnboardX handles onboarding inside Bitrix24. Vortex People is a standalone HR application that runs without Bitrix24, launching soon.
Install on the Bitrix24 Marketplace
For questions or custom development: products@vortexweb.ai
