Step 6: How to Generate the Employee Onboarding Checklist
Personnel>>Onboarding>>Onboarding Checklists>>Generate Employee Onboarding Checklists
The Onboarding Checklist can either be generated from the Recruitment Module OR the Personnel Module.
Click on the link below to see how the Onboarding Checklist is generated via the Recruitment Module: Generate Onboarding Checklist within the Recruitment Module .
Steps to Generate Onboarding Checklist within the Personnel Module:
Option 1 Via Recruitment Module
Option 2 via Personnel Module: Generate Employee Onboarding Checklist
View Employee Onboarding Checklist
The Task Details are normally entered by the person assigned to the task, however HR may enter the details here as a last option.
Assigned To: If the Employee or Direct Supervisor was selected when setting up the Onboarding groups on the checklist, this is where their specific names are generated based on the employee that the onboarding checklist was generated for.
For the other Onboarding Groups, the person who was flagged as responsible for the task, also has their name appearing here as the person the task is assigned to.
Reassigned To: If the person to whom the task is assigned is no longer available to complete the task, HR can reassign the task to another user from the auto generated user group listing for the task.
Due Date: The due date is an automatically calculated field based on:
- The Number of Days entered to complete the task.
- The Start date entered when generating the onboarding checklist.
How it works:
The Number of Days entered to complete the task is added to the Start Date entered when generating the Employee Checklist. The Due Date is then automatically calculated and populated in the field for each task on the checklist, independently of each other.
Date Started: The user who is assigned to the task can enter the date in which they actually started the task.
Date Completed: The user who is assigned the task can enter the date the task is completed. The Status (% Completed ) automatically updates to indicate when the task is completed.
%Completed: The user who is assigned the task can enter the % completion of the task for HR to be aware of how far they have reached in the process. e.g. The task status will show (80% Not Completed).
Task Comments: The user who is responsible for the task can enter any pertinent comments here.
Upload Documents to Onboarding Task
Follow the steps below to upload a document for the person who is assigned to the task. Once saved, the employee assigned to the task will be able to access the document through the self service modules.
- Enter the name of your document and save the record.
- Click Upload File and select a file saved to a folder on your machine.
- Click Import file to upload.
- The file is now available for either you or the person assigned to
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