The following steps outline how to configure the Onboarding Template in the settings of the HR Records module and create an Onboarding Checklist for new employees.
Prerequisite:
Before setting up the onboarding process, ensure that the Training Data is configured in the Type of Trainings screen. Follow these steps:
- The Training Program field pulls data from the Training Program screen.
- Only Training Programs associated with the Job Posting of the selected employee will be displayed.
- Training Programs created specifically for staff development will not be shown in this list.
Steps to Configure the Onboarding Template:
Step 1: Configure the Onboarding Template
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Navigate to: HR Records module → Settings → Onboarding Template screen.
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Add, edit, or delete admission criteria as needed.
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The default criteria are grouped into three categories:
- Information Management Reception: Includes fields for Title and Subtitle text inputs.
- Asset Allocation: Includes a field to add an asset name.
- Training: The Training Program field retrieves data from the Training Program screen.
Step 2: Create an Onboarding Checklist
- Navigate to the Onboarding Menu screen.
- Select "Add Checklist".
Step 3: Enter Checklist Details
- The system will display the Add Checklist screen.
- Enter the necessary details.
- Click Save to confirm the operation or Close to cancel.
Note: The Training field retrieves its data from the Training Menu screen.