WORKBENCH and Team Dashboards: Onboarding and Offboarding
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| − | {{page.name: Onboarding and Offboarding - Subscribe-HR Wiki}} | + | {{page.name: WORKBENCH and Team Dashboards: Onboarding and Offboarding - Subscribe-HR Wiki}} |
| − | {{page.head: Onboarding}} | + | {{page.head: WORKBENCH and Team Dashboards: Onboarding and Offboarding}} |
| − | The Onboarding | + | For Team Dashboard Users, the Onboarding and Offboarding Workbench is Deactivated. All Onboarding and Offboarding functionality is available through the Onboarding and Offboarding Dashboard option. |
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| + | To view Team Dashboard Information relating to Onboarding and Offboarding: http://wiki.subscribe-hr.com.au/Onboarding-Offboarding-Widgets | ||
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| + | The Onboarding/Offboarding solution provides a step-by-step process for Onboarding new Employees, or Offboarding leaving Employees. For Users who are not using Team Dashboards, Onboarding, Offboarding and Crossboarding are managed from the Workbench. For Team Dashboard Users, Onboarding, Offboarding and Crossboarding is managed from the Onboarding / Offboarding Dashboard Widget. | ||
__TOC__ | __TOC__ | ||
| − | ==Setting up the Onboarding | + | |
| − | *[[Setting-up-an-onboarding-workflow|Setting Up an Onboarding | + | =Onboarding and Offboarding for Non-Team Dashboard Users - Workbench= |
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| + | The Onboarding and Offboarding Solution allows you to create and send documents, canvases and contracts in a stepped process to organise and streamline the process. | ||
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| + | Using the information below, multiple processes can be defined. These can include a Letter of Offer, a contract, canvases and company policies to be actioned during the process. | ||
| + | |||
| + | Once defined, the Packs can be deployed to Employees using the Onboarding/Offboarding Solution section. | ||
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| + | |||
| + | ===Setting up the Onboarding/Offboarding Packs=== | ||
| + | |||
| + | Information on setting up key areas of the Onboarding and Offboarding Packs from Subscribe-HR. | ||
| + | *[[Setting-up-an-onboarding-workflow|Setting Up an Onboarding/Offboarding Packs]] | ||
*[[SHaRe-Module#Create_a_Canvas|Creating the Canvas]] | *[[SHaRe-Module#Create_a_Canvas|Creating the Canvas]] | ||
| − | *[[ | + | *[[SHaRe-Module#Create_a_Canvas|Creating the Contract Sign-off Template]] |
*[[Setting-up-company-policies|Setting Up Company Policies]] | *[[Setting-up-company-policies|Setting Up Company Policies]] | ||
| − | ==On-Boarding | + | |
| − | *[[Active_Workflows|Active | + | ===On-Boarding/Offboarding Solution - Workbench=== |
| − | *[[ | + | |
| − | *[[ | + | Information on the Onboarding and Offboarding Solution From Subscribe-HR. |
| + | |||
| + | When you have selected Onboarding / Offboarding from the WORKBENCH: For all tabs, visible at the top of the screen are a set of metrics on: | ||
| + | *How many Employees have been Onboarded this week. | ||
| + | *The number of active Packs waiting for the completion of one or more steps. | ||
| + | *The number of messages that have been sent from this solution. | ||
| + | |||
| + | |||
| + | ====The Onboarding and Offboarding Solution tabs==== | ||
| + | *[[Active_Workflows|Active Tab]] | ||
| + | *[[Employees_List_all|Launch Tab]] | ||
| + | *[[Launch_New|Deployments Tab]] | ||
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| + | =Onboarding, Crossboarding and Offboarding for Team Dashboard Users= | ||
| + | |||
| + | ==Wizards== | ||
| + | |||
| + | Information on using the Onboarding, Crossboarding and Offboarding Wizards for Team Dashboards Users can be found by following the links below. | ||
| + | |||
| + | *[[New-Onboarding|Onboarding Wizard]] | ||
| + | *[[New-Crossboarding|Crossboarding Wizard]] | ||
| + | *[[New-Offboarding|Offboarding Wizard]] | ||
| + | |||
| + | |||
| + | ==Onboarding, Crossboarding and Offboarding Dashboard and Widgets== | ||
| + | |||
| + | Information on using the Onboarding, Crossboarding and Offboarding Dashboard and Widgets can be found by following the links below. | ||
| + | |||
| + | *[[Onboarding-Offboarding-Widgets|Dashboard]] | ||
| + | *[[Onboarding-Offboarding-Widgets#On.2FCross.2FOffboarding_-_Employee_Processing_Widget|Employee Processing Widget]] | ||
| + | *[[Onboarding-Offboarding-Widgets#On.2FCross.2FOffboarding_-_User_Management_Widget|User Management Widget]] | ||
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| + | |||
| + | <br><br>[[File:subscribehr_logo.gif]] | ||
Latest revision as of 04:21, 17 September 2021
For Team Dashboard Users, the Onboarding and Offboarding Workbench is Deactivated. All Onboarding and Offboarding functionality is available through the Onboarding and Offboarding Dashboard option.
To view Team Dashboard Information relating to Onboarding and Offboarding: http://wiki.subscribe-hr.com.au/Onboarding-Offboarding-Widgets
The Onboarding/Offboarding solution provides a step-by-step process for Onboarding new Employees, or Offboarding leaving Employees. For Users who are not using Team Dashboards, Onboarding, Offboarding and Crossboarding are managed from the Workbench. For Team Dashboard Users, Onboarding, Offboarding and Crossboarding is managed from the Onboarding / Offboarding Dashboard Widget.
Contents
Onboarding and Offboarding for Non-Team Dashboard Users - Workbench
The Onboarding and Offboarding Solution allows you to create and send documents, canvases and contracts in a stepped process to organise and streamline the process.
Using the information below, multiple processes can be defined. These can include a Letter of Offer, a contract, canvases and company policies to be actioned during the process.
Once defined, the Packs can be deployed to Employees using the Onboarding/Offboarding Solution section.
Setting up the Onboarding/Offboarding Packs
Information on setting up key areas of the Onboarding and Offboarding Packs from Subscribe-HR.
- Setting Up an Onboarding/Offboarding Packs
- Creating the Canvas
- Creating the Contract Sign-off Template
- Setting Up Company Policies
On-Boarding/Offboarding Solution - Workbench
Information on the Onboarding and Offboarding Solution From Subscribe-HR.
When you have selected Onboarding / Offboarding from the WORKBENCH: For all tabs, visible at the top of the screen are a set of metrics on:
- How many Employees have been Onboarded this week.
- The number of active Packs waiting for the completion of one or more steps.
- The number of messages that have been sent from this solution.
The Onboarding and Offboarding Solution tabs
Onboarding, Crossboarding and Offboarding for Team Dashboard Users
Wizards
Information on using the Onboarding, Crossboarding and Offboarding Wizards for Team Dashboards Users can be found by following the links below.
Onboarding, Crossboarding and Offboarding Dashboard and Widgets
Information on using the Onboarding, Crossboarding and Offboarding Dashboard and Widgets can be found by following the links below.
