How to set up onboarding?

What is Onboarding?

Onboarding refers to the process of integrating a new employee into the organization. It involves all the necessary steps to acclimate the new hire to their role, team, and the company as a whole.

How to do Onboarding General Settings?

From the Dashboard, go to the left panel>> Click on Organization >> HR Worflow Settings
Select Onboarding Settings >> go to General Settings >> Click on Edit

Do the changes are per your policy in the system and select "Yes or No" for :

Access of Employee portal before joining date
Set the days for onboarding tab in employee portal after joining - maximum 180 days access can be given to complete onboarding tasks
Activate Self-Onboarding and assign Checklists : Self-onboarding in HRMS refers to the process where employees independently complete the necessary steps to join and integrate into the organization using the HRMS platform, Checklist is a list of Onboarding Tasks
Activate Resources Resources are training material uploaded in HRMS and it can be used for training new resource
Activate First Day Information First day information includes Address of the organisation and HR Contact details
Activate Welcome Message Welcome message is included in the invite sent to the potential employee
Activate letter generation while Onboarding which can be used for Offer Letter and APL generation

Note: "If the settings is activated as Mandatory then only created templates can be selected from the dropdown for assign Checklists, Resources, First Day Information, Welcome Message".