Before you begin to manage the onboarding process, you need to set up different tasks associated with the process. Select On-boarding>Task Types from the Main Menu to see the list of tasks available.
Step 1 - Click ‘Add’ button in the Screen. The Task Type Details Screen will appear.
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. Leave t blank to make the participant (New employee the owner) |
|
Also Notify Email |
The remainder can be sent to a specific email address |
|
Description |
Describe the task |
Step 3 – Click ‘Save.’ Repeat the process to add more tasks.