Onboarding Plans


 

Edit an Onboarding Plan

Who can use this feature?

System_Admin.png

 

Overview

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

Instructions

  1. Select the employee whose Onboarding Plan you want to edit
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  2. Navigate to Onboarding Plans tab
    onboarding_plans.png
  3. Click the pencil (Edit) tool next to the plan you want to edit
    edit_plabn.png
  4. Make edits
    EDIT_PLAN.png
    • 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
    save_plan.png



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