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Employee Onboarding Tasks

Employee Onboarding Tasks are automatically assigned to an employee when onboarding is enabled in their Job Details.

This ensures a structured onboarding process for each new hire.

Step 1: Enable Onboarding for an Employee​

To assign onboarding tasks, you must first enable onboarding in the employee’s job details.

  1. Go to: 
    Employees
  2. Click the View (👁) icon next to an employee.
Listing Number Series
  1. Open the Job Details tab.
  2. Click Edit Job Details.
Listing Number Series

Enable Onboarding Flow​

Inside the Job Details form:

  1. Check the checkbox:

    Enable Onboarding Flow

  2. Select an Onboarding Flow from the dropdown.

This dropdown shows all available onboarding plans created in:

Employees → Onboardings
Listing Number Series

Save Job Details​

Click:

Save

Once saved:

  • Onboarding becomes active for the employee.
  • Tasks from the selected onboarding plan are assigned to them.

Step 2: View Employee Onboarding Tasks​

To see onboarding tasks assigned to employees:

  1. Go to: 
    Employees → Onboardings → Employee Onboarding Tasks

You will see:

  • Organization user list (left side)
  • Task list for selected employee (right side)
Listing Number Series

Step 3: Select an Employee​

  1. Select a user from the organization list.
  2. The system will load onboarding tasks assigned to that employee.
Listing Number Series

If onboarding is not enabled:

  • No tasks will appear.

What You Will See

For the selected employee, you will see:

  • Task Name
  • Accountable person
  • Due time (in days)
  • Reminder status
  • Reminder days
  • Task description

These tasks are based on the onboarding plan selected in Job Details.

How It Works (Behind the Scenes)

  1. Admin creates an Onboarding Plan.
  2. Admin adds tasks to that plan.
  3. Admin enables onboarding for an employee.
  4. System assigns tasks automatically.
  5. Employee onboarding task list becomes available.

Important Notes for First-Time Users

  • Onboarding must be enabled in Job Details first.
  • Onboarding flow selection is mandatory if onboarding is enabled.
  • Tasks are pulled from the selected onboarding plan.
  • If onboarding is disabled, tasks will not be active.
  • Changing onboarding flow will change assigned tasks.

Example Flow

  1. HR creates:

    Software Developer Onboarding Plan

  2. Adds tasks:

    • Submit Documents
    • Collect Laptop
    • Complete Training

  3. HR opens employee Job Details.

  4. Enables Onboarding.

  5. Selects "Software Developer Onboarding Plan".

  6. Saves.

Result: Employee now has onboarding tasks assigned.

Summary

Employee Onboarding Tasks allow you to:

  • Automatically assign onboarding tasks
  • Track task completion per employee
  • Maintain structured onboarding workflow
  • Ensure compliance and readiness

This ensures every new employee completes required steps before fully joining operations.