In the process of hiring an Employee, there are typically set of standard activities which need to be executed. This feature helps you maintain the masters of these activities, and create a set of tasks at each Employee hiring.
Employee Onboarding is created for a Job Application, who is approved for hiring.
Use Case: Let's assume that the following are the activities which need to be performed as soon as a job applicant is approved for hiring.
In OneOfficeERP, these standard activities can be tracked in the Employee Onboarding Template. To access Employee Onboarding, go to:
Human Resources > Employee Lifecycle > Employee Onboarding
Before creating an Employee Onboarding, it is advisable that you create the following documents:
Note 1: If an Employee Onboarding Template isn't created, you can directly fill the onboarding information in the Employee Onboarding doctype itself.
Note 2: The 'Status' of the Employee Onboarding will change to Completed once all the associated Activities are complete.
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.
To create a new Employee Onboarding Template:
On submission of the Employee Onboarding, a Project will be created. Within the Project, Tasks will also be created for each Activity.
If you have set the date and duration against activities, tasks will be created with appropriate Start and End Date excluding holidays.
You can view the created Projects and Tasks as shown below:
Additionally, each Activity can be assigned weights based on its importance.
Based on the progress on the Tasks, progress can be updated in the Employee Onboarding process.
You can directly create an Employee through the Employee Onboarding doctype (if not already created) once all the mandatory onboarding tasks are complete.