Workbench and Team Dashboards - Setting up an Onboarding and Offboarding Workflows
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To remove a step, press the "x" icon at the top right 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 | + | To re-organise steps, click and drag the step you wish to move to its new position. Steps will be progressed through in order from top to bottom. |
==Team Dashboards - Setting up an Onboarding and Offboarding Workflow== | ==Team Dashboards - Setting up an Onboarding and Offboarding Workflow== | ||
| − | ===Team Dashboards - | + | ===Team Dashboards - Create New Onboarding and Offboarding Workflow=== |
Coming soon. | Coming soon. | ||
<br><br>[[File:subscribehr_logo.gif]] | <br><br>[[File:subscribehr_logo.gif]] | ||
Revision as of 03:38, 24 June 2021
The Onboarding/Offboarding Workflows define the process for Onboarding or Offboarding Employees.
Contents
Workbench - Setting up an Onboarding and Offboarding Workflow
Workbench - 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.
Workbench - 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. |
Workbench - 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.
Workbench - 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.
Workbench - 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 its new position. Steps will be progressed through in order from top to bottom.
Team Dashboards - Setting up an Onboarding and Offboarding Workflow
Team Dashboards - Create New Onboarding and Offboarding Workflow
Coming soon.
