How can I assign an onboarding or offboarding process?

Plans: HR Professional and HR Enterprise.

To assign a process to an employee, you have two options:

  1. Go to "All" and click on "Add". There, selec the employee, the process type, start date and the template you want to use. Finally, click on "Confirm.
    Please note that, to use this option, you need to have created the employee beforehand.
  2. In the last step of the creation of a new employee, from the Onboarding section. There, you can choose the template you want to use.
That's it! The welcome flow will start automatically on the date you have selected.