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 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: tasks without an assigned owner won’t be completed and will be visible to all employees when onboarding or offboarding is activated.