The process of onboarding must begin before the employee’s first day of work and it should begin as soon as they are hired. A benefit of a good onboarding policy is that new hires reach full productivity faster. If they don’t receive adequate help from HR or their manager, and they’re just trying to make sense of everything on their own, your company loses potential revenue this employee would otherwise bring. If new hires go through a well-developed onboarding process, they’ll be quicker to settle into their role and start producing value for their team.
Employee offboarding describes the separation process when an employee leaves a company. The offboarding process might involve a phased transfer of knowledge from the departing employee to a new or existing employee; an exit interview; the return of any company property; and various processes from the company's human resources, information technology, or legal functions.
The event is a collection of related tasks to facilitate the Onboarding of a new employee or a group of new employees or off-boarding employees.
Select On/offboarding>Manage Events/Templates from the Main Menu to see the list of tasks available. (The latest events/Templates are displayed top of the list).
Ex: We are onboarding employees to the organization. First, create the event as " Onabording - Feb Batch"
Search for the Events/Templates
| Field name | Description |
| Event Name | Search by event name |
| Event Status | Search by event status Ex. Activated, Created |
| Location | Search by Location |
| Archive | Search by Archive status |
| Due Date From To | Search by event due date period |
| Event Owner | Search by event owner |
| Event Type | Search by event type |
| Show Only | Search by if an event is created by template, without a template, or only a template |
Step 1 - Click the ‘Add’ button on the Screen. The Add Event Screen will appear.
While setting up an event, the HR Admin has the option to include employees through the "Add Bulk Employees" feature. By applying the necessary filters, the admin user can specify the criteria for selecting the employees to be added to the event.
Step 2 – Complete the following fields.
| Field | Description |
| Name | Name of the Event. For example, If you are onboarding a new employee you can add the event name as "Onboarding" and If you are offboarding an employee you can use "Offboarding" |
| Event Type |
Select the event type
|
| Mark as Template | An event as a template can be utilized when onboarding or offboarding an employee from the system. (Activating this option will hide the following fields from the screen and prompt you to choose an owner for the onboarding or offboarding process. This is because it will be automatically populated when adding or terminating an employee from the system.) |
| Due date | The date before all the tasks need to be completed |
| Location |
This functionality empowers admins or task owners to apply the template to their chosen locations. Additionally, this enhancement allows Admins to exclusively Event Owners who are situated in the specified location when including participants. |
| ADD BULK EMPLOYEE |
Event owners can now efficiently add multiple employees by applying filters based on criteria like their Joining date, Termination date, Location, Subunit, and Job title. This functionality proves invaluable when an event owner needs to include all employees who joined the company in the previous month, as they can now filter employees by their Joining date and include them in the event seamlessly. |
| Employees | New Employee(s) Can add multiple employees. |
| Owners | The employee in charge of the event. It can add multiple employees. |
Now we are going to select the tasks for the Event. Based on the event you are creating, select the suitable tasks incorporated for the event.
Step 3 – Click ‘Save.’ The ‘Save’ button will be replaced with two new buttons; ‘Edit’ and ‘Activate.’
Step 4 – Click ‘Edit’ If you want to change any value and click ‘Save.’
Step 5 – Click ‘Activate’ to initiate the event. You can do this another time if you wish.