Onboarding Plans


 

Create an Onboarding Plan Schedule

 

Overview

This article will show you how to create an Onboarding Plan Schedule.

Instructions

  1. Navigate to the Employees tab
    employees_tab_onb.png
  2. Locate and select the employee that needs onboarded
    employee.png
  3. Select Onboarding Plans tab
    onboarding_plans.png
  4. Click Create Onboarding Plan
    create_plan.png
  5. Complete the fields prompted
    6.png
    • 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
  6. Click Save
    HR_OB_SaveOnboardingPlan.png



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