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Onboarding and offboarding

Onboarding of new staff and offboarding of current employees

2 authors9 articles
Create HR task listsHow to configure HR process task lists.
Setting up an exit interview surveyGuidance for setting up an exit interview survey for employees who are leaving.
Marking the onboarding checklist items as complete for an employeeMark incomplete onboarding checklist items as complete for an employee, and ensure they don't appear with the offboarding checklist items, as social hub tasks outstanding, when they are processed as…
Cancelling out of an onboarding step removes system accessesThe message - 'Access Denied' appears and menu profiles are deleted after a user cancels an onboarding step.
Portal: Create probation alertsHow can I make probation alerts for managers?
Upload policy documents to Social HubHow to upload company policy documents to the system so that new starters can access them during onboarding, and all team members can view them at any time.
Update leaving reason and leaving code on Personal Profile screen PortalThere may be a need to update an employee's leaving details after they have left or if they are rejoining the organisation.
Display known as name on HR Admin screensDisplay an employee's known as/preferred name on HR Admin screens
How to report on surveysSurveys can be created in Social Hub Configuration and included in Onboarding/Offboarding checklists. How do you report on these surveys when using Insight ? How do you report on these…