This article will show you how to create an Onboarding Plan Schedule.
- Navigate to the Employees tab
- Locate and select the employee that needs onboarded
- Select Onboarding Plans tab
- Click 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
- Plan Complete: Check this field when the employee has completed the plan
- Note: To check the field, you will need to edit the Onboarding Plan.
- Click Save