With the OrangeHRM platform, organizations may now efficiently complete the on/offboarding 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 and similarly, during the offboarding process when terminating users from the system.
You can reduce the amount of work you need to complete manually when there is an onboarding or offboarding event by generating these templates in the system.
Go to Onboarding -> Events -> Add Events
Step 1- Click the + Add Event. Fill in the following details.
| Field | Description |
| Name | Enter the Event Name |
| Event Type |
Select the type of event.
|
| Mark as Template | Tick the checkbox ( The Participant, Due date, and location fields get hidden) |
| Owners |
Enter the relevant event owner based on the selected event type. |
Step 2- Search for a task or scroll to see more tasks. After that, select the required set of task types in the list view and click Save.
The created template will be available in the event list. Also, the created template will be available in the dropdown to choose from if there is an onboarding or offboarding event.
Refer to the following articles
How onboard new hires using the onboarding template
How offboard employees using the offboarding template