Workbench and Team Dashboards - Setting up an Onboarding and Offboarding Workflows
From Subscribe-HR Wiki Help
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{{page.name: Onboarding and Offboarding - Subscribe-HR Wiki}} | {{page.name: Onboarding and Offboarding - Subscribe-HR Wiki}} | ||
| − | {{page.head: Setting up an Onboarding and Offboarding | + | {{page.head: Workbench and Team Dashboards - Setting up an Onboarding and Offboarding Workflows}} |
| − | The Onboarding/Offboarding Workflows | + | The Onboarding/Offboarding Workflows define the process for Onboarding or Offboarding Employees. |
__TOC__ | __TOC__ | ||
| − | ==General Details== | + | ==Workbench - Setting up an Onboarding and Offboarding Workflow== |
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| + | ===Workbench - General Details=== | ||
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The General Details area determines the settings used for the Workflow. | The General Details area determines the settings used for the Workflow. | ||
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'''Mandatory fields are marked with a red asterisk, the record will not be saved unless mandatory fields are filled in first.''' | '''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==== | + | ====Workbench - General Details fields explained==== |
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<td width="232">Type</td> | <td width="232">Type</td> | ||
| − | <td width="458">Determines whether this workflow is for | + | <td width="458">Determines whether this workflow is for Onboarding or Offboarding.</td> |
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| − | ==Workflow Steps== | + | ===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. | 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==== | + | ====Workbench - Adding Steps==== |
To add a step to the Workflow: | To add a step to the Workflow: | ||
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:5. Press the '''Save''' button. | :5. Press the '''Save''' button. | ||
| − | ====Editing Steps==== | + | ====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. | Steps can be edited after creation. To edit a step, press on the pencil icon on the top right corner of the step. | ||
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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. | 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. | ||
| + | ==Team Dashboards - Setting up an Onboarding and Offboarding Workflow== | ||
| + | |||
| + | ===Team Dashboards - General Details=== | ||
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| + | Coming soon. | ||
<br><br>[[File:subscribehr_logo.gif]] | <br><br>[[File:subscribehr_logo.gif]] | ||
Revision as of 03:37, 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 it's new position. Steps will be progressed through in order from top to bottom.
Team Dashboards - Setting up an Onboarding and Offboarding Workflow
Team Dashboards - General Details
Coming soon.
