Onboarding Plans


 

Create an Onboarding Plan Schedule

Instructions

  1. Ensure to be in the Employees section on the left
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  2. Locate and select the employee that needs onboarded
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  3. Select Onboarding Plans tab
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  4. Select Create Onboarding Plan
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  5. Complete the fields prompted
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    • 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
  6. Select Save
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