Onboarding

Onboarding

Short Description

How to start and conduct na onboarding process.

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 records.

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 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.