Onboarding and Offboarding - Deployments Wizard
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| − | The Onboarding/Offboarding | + | The Onboarding/Offboarding solution provides a step-by-step process for Onboarding new Employees, or Offboarding leaving Employees. This is done using the Onboarding, Offboarding Deployment Wizard. |
Revision as of 23:58, 10 December 2018
The Onboarding/Offboarding solution provides a step-by-step process for Onboarding new Employees, or Offboarding leaving Employees. This is done using the Onboarding, Offboarding Deployment Wizard.
Contents
[hide]Onboarding Deployment Wizard (TAB)
The Deployments tab shows all workflows that have been created.
Deployments can be created for one or multiple Employees.
- One Employee: Additional step available to review Merge fields for Contract and Letter of Offer.
- Multiple Employee: Fields will be merged automatically without review step.
Deployments List All Fields
| Field Name | Description |
| ID | The ID of the Workflow. |
| Created Date | The Date when the workflow record was created. |
| Deployed date | The Date the workflow was deployed, and launched to the recipient Employee. |
| Name | The Name assigned to the Onboarding/Offboarding Workflow record. |
| Workflow | The Workflow process that will be followed for this record. |
| Employees | The number of recipient Employees that will be included in this deployment. |
Actions
The Action Menu on the right side of the Workflow record allows you to make the Cancel Action, to cancel the workflow process.
Deploy New Onboarding/Offboarding
New Workflows can be deployed using the Deploy New button. This will create a pop-up window.
To Deploy a new Onboarding/Offboarding workflow:
- After pressing the Deploy New Button, assign a name to this deployment.
- Select the Workflow process you would like to use for this deployment.
- Select the Employees you would like to be recipients of this deployment, and press Next.
- If you have a Letter of Offer in this workflow, a page will appear to allow you to check the merge fields on the Letter. Press Next when satisfied.
- You will now be able to preview the contract. You can edit the contract by clicking inside, and using the Text Editor. Press Next when satisfied.
- If you have a Contract step in this workflow, a page will appear to allow you to check the merge fields on the contract. Press Next when satisfied.
- You will now be able to preview the contract. You can edit the contract by clicking inside, and using the Text Editor. Press Next when satisfied.
- The lightbox will now show a timing page.Choose when to deploy the Workflow. If Now is selected, the workflow will begin it's process once you have pressed Deploy. If Later is selected, a Deploy Date field will appear for you to schedule the deployment.
- Select whether you want the Letter of Offer to be authorised before proceeding with the Workflow.
- Select whether you want the Contract to be authorised before proceeding with the Workflow.
- Press Deploy when satisfied.
