Setting up an Onboarding and Offboarding Workflow
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#Select a type for the step. '''Note: There can only be 1 contract step.''' | #Select a type for the step. '''Note: There can only be 1 contract step.''' | ||
#Depending on the type chosen, you will need to: | #Depending on the type chosen, you will need to: | ||
| − | ::*'''Contract:''' Select the Contract Template to be used for this step. | + | ::*'''Contract:''' Select the Contract Template to be used for this step. These can be set up [[Creating-new-Contract-Sign-Off-Templates|Here]] |
| − | ::*'''Canvas:''' Select the SHaRe Canvas to be used for this step. | + | ::*'''Canvas:''' Select the SHaRe Canvas to be used for this step. These can be set up [[SHaRe-Module#Create_a_Canvas|Here]] |
| − | ::*'''Company Policies:''' Select the Company Policies to be used for this step. Multiple Policies can be selected. | + | ::*'''Company Policies:''' Select the Company Policies to be used for this step. Multiple Policies can be selected. These can be set up [[Setting-up-company-policies|Here]] |
::*'''Information:''' Use the Text Editor to create the content for this type. | ::*'''Information:''' Use the Text Editor to create the content for this type. | ||
:5. Press the '''Save''' button. | :5. Press the '''Save''' button. | ||
Revision as of 05:22, 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. |
Workflow Steps
The Workflow Steps determine what documents, canvases and policies need to be actioned, and the order in which they are stepped through by the Employee.
Adding Steps
To add a step to the Workflow:
- After entering the desired workflow, select the Add Step Button.
- Fill in a heading for the step.
- Select a type for the step. Note: There can only be 1 contract step.
- Depending on the type chosen, you will need to:
- Contract: Select the Contract Template to be used for this step. These can be set up Here
- Canvas: Select the SHaRe Canvas to be used for this step. These can be set up Here
- Company Policies: Select the Company Policies to be used for this step. Multiple Policies can be selected. These can be set up Here
- Information: Use the Text Editor to create the content for this type.
- 5. Press the Save button.
Editing Steps
Steps can be edited after creation. To edit a step, press on the pencil icon on the top right corner of the step.
To remove a step, press the "x" icon at the top right of the step.
To re-organise steps, click and drag the step you wish to move to it's new position. Steps will be progressed through in order from top to bottom.
