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Onboarding

Pre-employment and onboarding tasks for new hires.

Overview

The onboarding list shows each task, its category, the new hire, due date and status. Edit the checklist template to change the standard tasks for everyone.

Onboarding in the HR module.

When to use onboarding

  • A new hire is about to start.

Step by step

In the Hr module open Recruitment in the green navigation bar, then choose Onboarding under Hire.
Screenshot for this step has not been captured yet โ€” run npm run docs:flow.

What you see on the screen

  • Columns: TASK, CATEGORY, NEW HIRE, DUE, STATUS.
  • Actions on the screen: Edit the checklist template.