First Name/Last Name: Select the name of the employee who is responsible for the on-boarding process. If in a multi-company environment, you can filter the names of employees available for selection by selecting the Company first.

Company Manage: Select a company or multiple companies (Ctrl+click) for which the employee will be responsible for managing the Offboarding process. This person will receive all the relevant email notifications .

The record saves as shown above, with the selected employee and the company for which he/she is managing the on-boarding process listed on the right.

If in a multi-company set up. repeat this step to add additional members of staff who are responsible for offboarding.