Onboarding Plans


 

Edit an Onboarding Plan

 

Overview 

This article will show you how to edit an Onboarding Plan.

Instructions

  1. Select the employee whose Onboarding Plan you want to edit
    edit_an_onboarding_plan_select_employee.jpg
  2. Navigate to Onboarding Plans tab
    edit_an_onboarding_plan_onboarding_plans.jpg
  3. Click the pencil (Edit) tool next to the plan you want to edit
    edit_an_onboarding_plan_edit.jpg
  4. Make edits
    edit_an_onboarding_plan_make_edits.jpg
    • Plan Type: Select a plan type (New Hire, Internal Promotion, Training, Coaching, Other, Termination)
    • Plan Name: Create a name for your plan
      • Note: The decided naming convention of the employee onboarding plans is for your government to decide.
    • Plan Start Date: Enter a start date
    • Plan Complete: Check this field when the employee has completed the plan
  5. Click Save
    edit_an_onboarding_plan_save.jpg



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