How To Generate Employee Onboarding Template

The Employee Onboarding Template is a blueprint that contains a predefined list of Activities for Employee Onboarding. An Employee Onboarding Template can be created for a particular Department, Designation, and Employee Grade.

1. Go to HR Module
2. Under Employee Lifecycle click Employee Onboarding
3. To onboard new employees click the Add Employee Onboarding button.
4. Enter the Department, Designation and, Employee Grade (optional).
5. Mention the Activities for onboarding. For each Activity, you can also mention the User or Role, or one of them, to whom this Activity will be assigned.
6. You can also schedule the Onboarding Activities by specifying the Begin On (Days) i.e. when the activity has to start and the Duration (in Days) for the same.

This should be the view when creating Onboarding Template