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Onboarding Processes
Onboarding Processes define the reusable templates used when new employees join the organisation. They help HR ensure that required setup activities are consistently tracked and assigned.
Concepts
| Field | Meaning |
|---|---|
| Code | The onboarding process identifier. |
| Description | The name of the onboarding process. |
| Org Unit | The unit the process applies to or is managed by. |
| Staff Category | The staff group the process applies to. |
| Career Track | The career path relevant to the onboarding process. |
| Org Role | The role context for onboarding. |
| Tracking Template | The template used to create or monitor onboarding activities. |
Screenshot: Onboarding Processes list view
How To Create an Onboarding Process
- Go to HCM -> Setup -> Onboarding Processes.
- Click New.
- Enter the process Code and Description.
- Select the applicable org unit, staff category, career track, and org role.
- Select a tracking template if onboarding work should be tracked through predefined activities.
- Save the process.
- Use the process when onboarding a staff member that matches the defined criteria.
Screenshot: Onboarding Process form