Introduction

This guide is designed to help ESS understand the OrangeHRM On/Offboarding module. This module streamlines the employee lifecycle from onboarding new hires to offboarding departing employees, ensuring organizational efficiency and compliance. The guide includes step-by-step instructions with images to assist in managing events and tasks.

This user guide is intended for ESS in the Organization. It covers the following modules:

• On/Offboarding

1. How to action my tasks 
2. How to Edit My Task Information 
3. How to action My Events information 
4. How to Edit My Event Details 
5. How to View Employee Tasks 
6. How to Edit Employee Task Information 
7. How to Bulk Update Employee Tasks

Login

To begin using the On/Offboarding module, log into your OrangeHRM account.

Step 1:Enter the OrangeHRM URL address in the browser. The OrangeHRM Login page appears as below:

OrangeHRM URL - < Enter your instance URL here >

Image 01: Login Panel

Step 2 - In the login panel, enter the username and password and click ‘Login’. ( If you have single sign-on enabled then you can use the SSO to log in to the system.)

On/Offboarding Module

1. How to action my tasks 

The My Tasks section in OrangeHRM streamlines the management of assigned tasks related to onboarding or offboarding, such as submitting documents or attending training sessions. When a task is assigned, the system sends a notification prompting the user to log in and complete it.

Tasks can be accessed in three ways:

• From the dashboard via the My Action Widget.
• Using the task notification link in the email.
• Through the On/Offboarding > My Tasks module.

Step 1 - Go to On/Offboarding -> My Tasks to view the tasks that have been assigned to you by the HR admin.

Image 02: My Tasks tab

Step 2: You can filter the events using the following search fields:

Image 03: Filter my tasks information tab

Table 01: Filter fields - My Tasks

 

2. How to Edit My Task Information

Step 1: Click the My Task to open the task details. The Edit Task Information screen will appear. Click the 'Edit' button to modify the task information.

Image 04: Edit task information tab

Step 2: You can add comments in the “Comment” field and select the appropriate status for the task from the “Status” dropdown menu. This allows you to provide additional context for the task and update its progress accordingly. Once you’ve made the necessary changes, click 'Save'.

Image 05: Edit task information - edit 

Step 3: If you are supposed to upload the necessary supporting document,  Click the "Add" icon to upload attachments.

Image 06: Edit task information- Add attachment icon

Step 4: Click the ‘ATTACH’ button to browse and select the file. After choosing the file, write a brief description in the provided field. Once finished, click the ‘Upload’ button to finalize the process.

Image 07: Add Attachment Tab

3. How to action My Events information

The My Events tab shows the events that you have been assigned as the event owner. This tab provides a quick summary of your responsibilities related to onboarding and offboarding processes, helping you stay organized and informed about upcoming events and important deadlines.

Step 1: Go to the My Events tab to view and manage events.

Image 08: My Event tab

Step 2 - Click the filter icon to set up the filter to get the required set of events.

Image 09: Filter field- My Events

Table 02: Filter fields - My Events

4. How to Edit My Event Details

Step 1: Click the My Events to open the task details. The My Event Details screen will appear. Click the 'Edit' button to modify the task information.

Image 10: My Event Details tab

Step 2: In the edit screen, if you want to add more tasks to the event select the task types as shown below and click “Save”. 

Image 11: My event details tab- select the tasks

5. How to View Employee Tasks

This section shows the employee tasks that you have been assigned as the event owner to the onboarding and offboarding events. You can view tasks such as document submission or training sessions.

Step 1: Navigate to the View Employee Tasks tab.

Image 12: View Employee task tab

Step 2: You can filter the events using the following search fields:

Image 13: View Employee Tasks tab- Filter icon

Image 14: Filter Employee Tasks Information 

Table 03: Filter fields - manage Events/Templates

After applying the desired filters, you can export the filtered task list. If you want to download the list click the "Export to CSV" button.

6. How to Edit Employee Task Information

Step 1: Click the View Employee Task to open the task details. The Edit Employee Task Information screen will appear. Click the 'Edit' button to modify the task information.

Image 15: EditEmployee task information tab

Step 2: In the Edit Employee Task Information screen, you can modify the following fields:

Image 16: Edit Employee Tasks information tab- modify fields

Table 04: Edit employee tasks information- modify fields

Step 3: Once you’ve filled in the necessary information, click “Save” to apply your changes.

Step 4: Click the "Add" icon to upload attachments on behalf of the employee.

Image 17: Edit employee tasks information tab- Attachments

Step 5: Click the ‘ATTACH’ button to browse and select the file. After choosing the file, write a brief description in the provided field. Once finished, click the ‘Upload’ button to finalize the process.

Image 18: Add Attachment tab

7. How to Bulk Update Employee Tasks

Step 1: To Bulk Update, click the three dots in the upper left corner of the event list.

Image 19: View employee tasks tab- Click the three dots

Step 2: Bulk Updates are available for managing events, specifically to update the task owner, Priority, Action, Due Date, and Effective Date in Bulk.

Image 20: Bulk Actions

Image 21: Bulk Update Tasks tab

Table 05: Bulk Update Tasks