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 in 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; 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-boarding>Events from the Main Menu to see the list of tasks available.
Ex: Let's say we are on-boarding employees to the oragnaization. First create the event as " Onabording - Feb Batch"
Step 1 - Click ‘Add’ button on the Screen. The Add Event Screen will appear.
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 - Peter to XYZ company". If you are offboarding an employee you can use "Offboarding - Peter" |
|
Location |
Location of the Event (Office location of the new employee) |
|
Due Date |
The date before all the tasks needs to be completed |
|
Participants |
New Employee(s) Can add multiple employees. |
|
Owners |
The employee in charge of the event. It can add multiple employees. |
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.
Now we are going to select the tasks for the Event. Based on the event you are creating, select the suitable tasks incorparated for the event.
Step 6 from the pop-up dialog box, select the tasks you want to add to this event.
Step 7 – Click ‘Generate Tasks.’
Step 8 – Click ‘Yes, Generate’ from the confirmation dialog box.
