Setting up an Onboarding and Offboarding Workflow
From Subscribe-HR Wiki Help
| Line 7: | Line 7: | ||
==General Details== | ==General Details== | ||
| + | The General Details area determines the settings used for the Workflow. | ||
| + | |||
| + | ===Setting or editing the General Details=== | ||
| + | # After logging into the Subscribe-HR portal, select the '''Maintenance''' Module from the main menu. | ||
| + | # Select the '''On/Offboarding Workflow''' menu option. | ||
| + | # Select the desired workflow, or create a new one by pressing the '''Add New Record''' button. | ||
| + | # Fill in the fields as defined below. | ||
| + | # Select the '''Save''' button. | ||
| + | '''Mandatory fields are marked with a red asterisk, the record will not be saved unless mandatory fields are filled in first.''' | ||
| + | |||
| + | ====General Details fields explained==== | ||
| + | <table border="1" width="700px" id="table3" cellspacing="0"> | ||
| + | <tr> | ||
| + | <td width="232"><b><font face="Arial" size="2">Field Name</font></b></td> | ||
| + | <td width="458"><b><font face="Arial" size="2">Description</font></b></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">Name</td> | ||
| + | <td width="458">A name for the workflow.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">Type</td> | ||
| + | <td width="458">Determines whether this workflow is for onboarding or offboarding.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">Require to Accept Letter of Offer</td> | ||
| + | <td width="458">If selected, the Employee must accept the Letter of Offer before they can access the rest of the workflow.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">Letter of Offer Template</td> | ||
| + | <td width="458">If a Letter of Offer is to be sent to the Employee, this selects which template is sent when using this workflow.</td> | ||
| + | </tr></table> | ||
==Workflow Steps== | ==Workflow Steps== | ||
Revision as of 03:39, 3 April 2018
The Onboarding/Offboarding Workflows defines the process for Onboarding or Offboarding Employees.
Contents
General Details
The General Details area determines the settings used for the Workflow.
Setting or editing the General Details
- After logging into the Subscribe-HR portal, select the Maintenance Module from the main menu.
- Select the On/Offboarding Workflow menu option.
- Select the desired workflow, or create a new one by pressing the Add New Record button.
- Fill in the fields as defined below.
- Select the Save button.
Mandatory fields are marked with a red asterisk, the record will not be saved unless mandatory fields are filled in first.
General Details fields explained
| Field Name | Description |
| Name | A name for the workflow. |
| Type | Determines whether this workflow is for onboarding or offboarding. |
| Require to Accept Letter of Offer | If selected, the Employee must accept the Letter of Offer before they can access the rest of the workflow. |
| Letter of Offer Template | If a Letter of Offer is to be sent to the Employee, this selects which template is sent when using this workflow. |
