The Employee Onboarding Template is a blueprint which contains a predefined list of Activities for Employee Onboarding. An Employee Onboarding Template can be created for a particular Department, Designation and Employee Grade.

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1. Click on 'Employee Onboarding Template’ under [Onboarding] section and you will arrive at Employee Onboarding Template Listing
2. Click ‘+ Add Employee Onboarding Template’ to create a new Employee Onboarding Template.
3. Enter the Department, Designation and Employee Grade (optional).
4. Mention the Activities for onboarding. For each Activity, you can also mention the User or Role to whom this Activity will be assigned.
5. You can also schedule the Exiting Activities by inserting the Begin On (Days) and Duration (in Days).
6. Click Save and a new Employee Onboarding Template is created.

Notes

1. Employee Onboarding Template can be created for a particular Department, Designation and Employee Grade. Inserted field will be auto populated when creating new Employee Onboarding.

Related Topics

1. Employee
2. Employee Onboarding