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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 do I mark an onboarding or offboarding process as complete?

Once all the on/offboarding actions have been completed, you can click on the three dots and click on Mark as completed.

You can also click on the process; there, you can click on Mark as completed at the top right, where the progress bar for completed tasks is located.

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