Who can use this feature?
This article will show you how to edit an Onboarding Plan.
- Select the employee whose Onboarding Plan you want to edit
- Navigate to Onboarding Plans tab
- Click the pencil (Edit) tool next to the plan you want to edit
- Make edits
- 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
- Click Save