Onboarding

Structured integration of new employees.

Prerequisites

Before you can start onboarding:

• Start date must be stored for the employee
• Onboarding templates must be created under Settings → Automations → On-/Offboarding

Assign Onboarding

1. Choose the appropriate onboarding template
2. All predefined tasks are automatically assigned to the responsible groups
3. Tasks appear on the dashboard under "Open Tasks"

Edit Tasks

• Everyone can only check off their own assigned tasks
• Tasks are filtered by groups
• Completed tasks are automatically documented

Onboarding templates are managed under Settings → Automations → On-/Offboarding.