On Boarding

Onboarding – Reports

Click on the report There are multiple types of report i.e pending,on-hold,in-progress,complete,on-boarding details report and pre on-boarding details report. Click on the report that you want n run report This is the example of OnHold report.  

On Boarding – Pre OnBoarding History

Click on Pre OnBoarding History. Here you can get the pending,in progress,completed and on hold records of Pre OnBoarding. For example This is the in-progress Pre OnBoarding History. To assign manually click on the assign manually you will get  the below screen. Fill the details and click on assign manually button.  

OnBoarding – Pre OnBoarding Template

Click on Pre OnBoarding Template The below screen will get display. It shows the template name,criteria and options. To create a template click on the create template button. Fill the details and click on save button.      

Pre – On boarding Steps

Click on Pre on boarding steps Here you can see the multiple number of steps. To add new steps just click on new steps button. Fill the details and click on the save.  

On Boarding – History

Click on On-Boarding History. Here you will get the pending,in progress,completed and on hold on-boarding details For example completed on boarding history will shows history like below To Assign Manually click on assign manually button Fill the details. here you can select multiple employee at a time after selecting the employee select the template and […]

On Boarding – Template

Click on On-Boarding Template List of Template get opened i.e Template Name,Criteria and options To create new template click on Create Template Fill the data and click on the Save button.    

On-boarding – Task

Click on On-boarding task. Here you can see the Task,Description,Data Type and Options. To create task click on the New Task button. Fill the above details and click on the Save button.