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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?

Which notifications can be set up in On/Offboarding?

By default, the system will send an e-mail and a notification via the app to the person you have designated as responsible for a task. 

If you don’t want that your employees receive an e-mail every time you assign them a task, go to Configuration >> Automations >> Notifications. 

Find and deactivate the switch next to "Notify employees by mail each time they are assigned a new task in an Onboarding or Offboarding process".

We recommend that you keep this switch activated to make sure that all tasks are completed.

 

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