On/Offboarding
- How do I mark an onboarding or offboarding process as complete?
- Can a list of tasks be created for an onboarding or offboarding process?
- Can I see all assigned on/offboardings?
- Can I add comments for the team?
- What is onboarding/offboarding and what is it used for?
- Does any limit exist on the number of onboardings?
- How do I create a new template?
- How can I assign an onboarding or offboarding process?
- Can I assign an onboarding process while creating an employee?
- Which notifications can be set up in On/Offboarding?
- How can I assign a template?
- What will I find in the 'All' tab in the onboarding/offboarding section?
How can I assign a template?
Once you've created your template, it's time to see how you can set it up and assign it to an employee who joins or leaves the team.
Go to All and click on Add. In the modal, select the process type, an employee, the start date of the process, and the template you want to use.
Finally, click on Confirm.