Who can use this feature?
This article will show you how to create an onboarding plan schedule.
- Ensure to be in the Employees section on the left
- Locate and select the employee that needs onboarded
- Select Onboarding Plans tab
- Select Create Onboarding Plan
- Complete the fields prompted
- Plan Type: Select what type of plan is going to be used
- Plan Start Date: Mark when the employee's first day will be
- Plan Name: Name the plan, it is recommended to have it including the employee's name and related to onboarding
- Select Save