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Tutorials
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Problems solving
How do I create a new template?
We tell you how in three steps:
- Access to On/offboardings, go to "Templates" and click on "Create".
- Choose the process type you want to create: onboarding or offboarding.
- When you are creating the template, write a title, add all the tasks that will take part in the process, and which person will be responsible for carrying out these tasks.
By default, the person in charge of the task will be the person you assign the on/offboarding. But if you prefer, you can manually choose another person.
Important! If a task has no responsible, it will not be completed, because any employee will see it when on/offboarding is activated.
