Setting up an Onboarding and Offboarding Workflow
From Subscribe-HR Wiki Help
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. |
