Setting up an Onboarding and Offboarding Workflow
From Subscribe-HR Wiki Help
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==Workflow Steps== | ==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. | ||
| + | |||
| + | 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. | ||
| + | *'''Canvas:''' | ||
Revision as of 04:13, 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.
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.
*Canvas:
