Every organization has some set of tasks that are to be completed by the employees on joining the organization. Those tasks can vary from organizations to organizations according to their need and the process followed.
The tasks that are to be done can be defined under Onboarding and assigned to respective employees. The Onboarding process can be different for different employees in the organization, and the admin can define all possible Onboardings task and then assign the Onboarding checklist to specific employees from the list available.
To understand how the Onboarding is defined follow the steps below:
- You can define onboarding by two different methods: Onboarding Workflows and Checklist
Onboarding workflows:
- You can configure the Advance onboarding on the path: Control panel-> Employees->Onboarding-> Onboarding workflows-> +Configure workflow.
- A new window opens up where you can create/ update onboarding and Save the same. The onboarding created will appear in the tabular format.
- Add all the advance onboarding steps along with To do tasks and once done click on Save button.
- Once the onboarding has been configured, you can trigger the onboarding for the employees.
Onboarding workflows for digital Signature (If procured):
When you have to share employee documents like NDAs to newly joined employees so that they don’t disclose company confidential information outside. For the purpose of demo, we have embedded this as part of onboarding workflow for a new joiner.
- Go to Control Panel-> Employees-> Onboarding
- Click on Workflow (On the top right) and click on +Create Workflow (on the top right)
- Click on +Add new Step and select the section Document Signer (left panel of the screen)
- Scroll down and choose the document (NDA for employee), document category as NDA
- Scroll Down and click on Save.
Trigger Onboarding:
The admin can trigger the onboarding task to the employees in two different ways:
- Trigger Onboarding while enrolling the employees
- Trigger Onboarding after employee enrollment in the system
Trigger Onboarding while enrolling the employees:
- The admin will follow the path: Control panel->Employees-> View/add-> click on “Add“, button and add the employee, and enable the option “Trigger Onboarding“, and click on Update button.
- The employee will receive the onboarding details, along with the employee login credentials.
Trigger Onboarding after employee enrollment in the system:
- You can trigger the onboarding for the employees by referring to the following path: Control panel->Employees-> Onboarding
- Click on “Trigger Onboarding Workflow“, a pop window will appear where you can apply filter as per your requirement.
- List of employees available as per the filter applied. Now you can select the employees and click on “Trigger” button.
- The Onboarding will be triggered for the selected employees.
The admin can track the status of the onboarding submitted on the path: Control panel-> Employees-> Onboarding-> click on employee name, and you will be able to view the details of the onboarding process for the employee