Refer to this article if your version is below 7.4.1
A company has a certain set of activities to perform once when they onboard new recruits or if they are leaving the company there can be tasks that need to be completed before resigning from the organization. Following are some examples of On/offboarding tasks.
Onboarding activities
- Allocate Assets
- Sending Welcome Emails
- Assigning Buddy to New Hire
- Capture laptop details
- Create Email Id's
- Create OrangeHRM User accounts
- Introductory session for management process
- Orientation by HR
Offboarding activities
- Disable OrangeHRM User accounts
- Exit Interview
- Recollect Assets
- Conduct a farewell party
- Re-collect the access logins and the given resources
With OrangeHRM, HR professionals can now easily add tasks relating to onboarding. This action can be performed by an admin. Before the user begins to manage the onboarding process, the user needs to set up different tasks associated with the process.
Go to Onboarding ->Task Types. By following the mentioned path, the 'Task Types' screen is displayed.
Step 1 – Click on the ‘Add’ button on the top left corner of the screen. The 'Task Type Details' screen appears.
Step 2 – Complete the following fields.
|
Field |
Description |
|
Name |
Name of the task |
|
Notified before |
If the task is incomplete, how long before the due date a reminder should be sent, It can be based on days or weeks. |
|
Default Owner |
The person who is responsible for the task. Select the owner
|
|
Also, Notify Email |
The email reminder can be sent to a specific email address |
|
Description |
Describe the task |
Step 3 – Click ‘Save' and repeat the process to add more tasks.