The steps that a new recruit goes through to become a part of the company are referred to as onboarding. It consists of activities that aid new hires in completing their orientation process and learning about the structure, culture, vision, purpose, and values of the organization.
With the OrangeHRM platform, organizations may now efficiently complete the onboarding process by creating event templates for the corresponding tasks in the system. These templates can then be automatically applied for onboarding when adding users via the Add Employee Wizard.
Pre requisites
- Ensure the offboarding templates are created - How create on/offboarding templates
- Enable add employee wizard and the onboarding events checkbox options. ( Go to Employee Management -> More-> Configuration > Add Employee Wizard. )
- Enable the joined date, work email, and supervisor name fields in the "Add Employee Wizard Field Configuration"
Go to the Employee Management -> Employee List -> Add Employee
Step 1 - Fill in all the required fields and click "Next". Upon selecting the employee location from the dropdown, selected location is considered the event location.
Step 2 - Go through the Wizard and add the required information employee info on each screen.
Step 3 - Select the "Event Template" from the dropdown.
upon selecting the create onboarding template the information displays below. After that click "Next".
| Field | Description |
| Event Template | Select the relevant "Onboarding Template" from the dropdown. |
| Due Date | Add or edit the due date ( By default, the due date is shown by adding 15 days to the employee's joined date. ) |
| Owners | Add or edit the owners of the event. (By default, The owners of the event and the supervisor's name is displayed in this field. ) |
| Task List | The included tasks list for the selected onboarding event is displayed on the screen. |
| Supervisors | The supervisor's name is displayed on the screen. |
| Default Owners |
The default event owner's name is displayed on the screen. |
Step 4 - The created Onboarding event will be visible under the Onboarding Module. Choose the newly created event to view the pertinent task list that is included in that event.
Refer to the below article to learn How to offboard employees