Difference between revisions of "Process:Onboarding"
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=={{int:ev-description}}== | =={{int:ev-description}}== | ||
| − | 1. To start Onboarding, firstly, you have to create an Employee and Position you want to make onboarding for. You can do it in this particular | + | 1. To start an Onboarding, firstly, you have to create an Employee and Position you want to make an onboarding for. You can do it in this particular modules. |
| − | Secondly, you have to create an Onboarding Template in Onboarding Templates module. | + | Secondly, you have to create an Onboarding Template in '''Onboarding Templates''' module. |
Fields in Onboarding Templates: | Fields in Onboarding Templates: | ||
| − | Name - determine a name of your Onboarding Template. This field is required. | + | '''Name''' - determine a name of your Onboarding Template. This field is required. |
| − | Position - choose a position that you want onboard from available Position. This field is required. | + | '''Position''' - choose a position that you want onboard from available Position. This field is required. |
| − | Assigned to - user to whom the onboarding is assigned. | + | '''Assigned to''' - user to whom the onboarding is assigned. |
| − | Description - provide a description of an Onboarding. | + | '''Description''' - provide a description of an Onboarding. |
| − | 2. After the template is ready, go to its record view. Here you have to click Generate button. | + | 2. After the template is ready, go to its record view. Here you have to click '''Generate''' button. |
| − | A popup will appear, where you have to choose an Employee you would like to onboard from the list of | + | A popup will appear, where you have to choose an '''Employee''' you would like to onboard from the list of employees form Employees module. This field is required. |
| − | Also, you have to provide a Start Date of the onboarding. This is also required. | + | Also, you have to provide a '''Start Date''' of the onboarding. This is also required. |
After you confirm, the Onboarding is generated in the background. | After you confirm, the Onboarding is generated in the background. | ||
| − | A moment later newly generated Onboarding is available in Onboardings module. | + | A moment later newly generated Onboarding is available in the '''Onboardings module'''. |
3. In generated Onboarding you can check: | 3. In generated Onboarding you can check: | ||
| − | Name - this is automatically generated value. It combines an employee name and a date one day before the Onboarding start date | + | '''Name''' - this is automatically generated value. It combines an employee name and a date one day before the Onboarding start date |
| − | Start Date - start date determined during generation of the Onboarding from a template. | + | '''Start Date''' - start date determined during generation of the Onboarding from a template. |
| − | Status - status of the onboarding. can be set to values In progress and Held | + | '''Status''' - status of the onboarding. can be set to values '''In progress''' and '''Held'''. |
| − | Onboarding Template - name of the Onboarding Template this particular Onboarding was generated from | + | '''Onboarding Template''' - name of the Onboarding Template this particular Onboarding was generated from. |
| − | Description - a description inherited from Onboarding Template | + | '''Description''' - a description inherited from Onboarding Template. |
And standard information about record creation and modification date, assignment and relation to employee. | And standard information about record creation and modification date, assignment and relation to employee. | ||
| − | By clicking Duplicate button in the onboarding record view, you can duplicate whole onboarding with all his properties, that, however, can be changed. | + | By clicking '''Duplicate''' button in the onboarding record view, you can duplicate whole onboarding with all his properties, that, however, can be changed. |
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| + | In record view in subpanles you can also create Trainings and Task related to the Onboarding or link Security Group. | ||
{{Process-links}} | {{Process-links}} | ||
Revision as of 11:41, 23 December 2019
| Onboarding |
|---|
Short Description
How to start and conduct na onboarding process.
Description
1. To start an Onboarding, firstly, you have to create an Employee and Position you want to make an onboarding for. You can do it in this particular modules.
Secondly, you have to create an Onboarding Template in Onboarding Templates module.
Fields in Onboarding Templates:
Name - determine a name of your Onboarding Template. This field is required.
Position - choose a position that you want onboard from available Position. This field is required.
Assigned to - user to whom the onboarding is assigned.
Description - provide a description of an Onboarding.
2. After the template is ready, go to its record view. Here you have to click Generate button.
A popup will appear, where you have to choose an Employee you would like to onboard from the list of employees form Employees module. This field is required.
Also, you have to provide a Start Date of the onboarding. This is also required.
After you confirm, the Onboarding is generated in the background.
A moment later newly generated Onboarding is available in the Onboardings module.
3. In generated Onboarding you can check:
Name - this is automatically generated value. It combines an employee name and a date one day before the Onboarding start date
Start Date - start date determined during generation of the Onboarding from a template.
Status - status of the onboarding. can be set to values In progress and Held.
Onboarding Template - name of the Onboarding Template this particular Onboarding was generated from.
Description - a description inherited from Onboarding Template.
And standard information about record creation and modification date, assignment and relation to employee.
By clicking Duplicate button in the onboarding record view, you can duplicate whole onboarding with all his properties, that, however, can be changed.
In record view in subpanles you can also create Trainings and Task related to the Onboarding or link Security Group.