Onboarding Process

The onboarding process, often referred to as employee onboarding or new hire onboarding, is the systematic and comprehensive procedure that an organization follows to integrate new employees.

Add Offer

You can give job offer to candidates

Go to Offered Candidate

Click on +New button to add offer

Enter all details of candidate and offered post and click on Save button

A New Job Offer added at the top

Click on Candidate Name to view details

Details of candidate and his onboarding task is shown details page

Configure Onboarding Task

You can create onboarding task and assign that task to individual or any team. You can assign due date On joining date, Before joining date or After joining date

Go to Task Config

Click on +Task button to add new task

Enter all details of task and click o Save button

A New task added at the top

Edit Onboarding Task

You can choose to edit the onboarding task that you have created.

To edit onboarding task

Click on the Action(3 vertical dots) for the record which you would like to edit and click the Edit button

Make the necessary changes and click Save

Delete Onboarding Task

Onboarding Task once added can be deleted if no longer necessary

To delete onboarding task

Click on the Action (3 vertical dots) for the record which you would like to delete and click the Delete button

Give your confirmation in the popup and the record will be deleted

View Onboarding Task

You can choose to view the onboarding task that you have created.

To view onboarding task

Click on the Action (3 vertical dots) for the record which you would like to view and click the View button

You can see all details of onboarding task