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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?

What will I find in the 'All' tab in the onboarding/offboarding section?

In “All”, you will be able to see all the onboarding and offboarding processes you have assigned, such as:

  1. Employees affected by these flows, 
  2. Process type
  3. Start or offboarding date
  4. A progress bar to know how many tasks have been completed or not.

If you don’t see the “All” tab in your panel, yo will see it when you create an onboarding or offboarding template.

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