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Employee On-Boarding Template

This template is to help manage the employee on-boarding process. You can create on-boarding steps for before and after starting work, assign them to new employees, and track them to completion. Ensure each new employee completes all required procedures.

App Features

  • Create a list of predefined on-boarding tasks for before staring work, during the first week of work and after the first week
  • Create a list of predefined organisational departments
  • Create records for each new employee and assign and track their on-boarding tasks
  • View and report on employee progress

 

Employee On-Boarding Template Images

 

App Details

  • On-Boarding Tasks and Department records can only be created and edited by the App Admin role, but are visible to all.
  • On-Boarding tasks are split into three time-frames:
    • Actions taken before the first starting day: For example, be sent an information pack, or medical test requirements.
    • Actions taken during the first week on employment: For example, be given a copy of the Employee Handbook, or sign forms for employee parking and badges.
    • Actions taken after the first week on employment: For example, be given a review meeting with the manager after 30 days, or sign forms for employee healthcare and pensions.
  • Security Roles, and their general purpose, are:
    • Reader – Can read, but not edit, Employee records.
    • Editor – Can create and edit, but not delete, Employee records.
    • App Admin – Can create and manage Department and On-Boarding Step records, and edit and delete Employee records.
  • Employee records are the main records in the application, and can be created by members of the Editors & App Admin roles. Security for the record is detailed in the workflow section below.
  • Employee form workflow stages are:
    • Draft – The Editors and App Admin roles and the record owner can edit and delete the record.
    • Before Start – The Readers role can read but not edit the record, the Editors role can editor can edit the record, and the App Admin role can edit and delete the record.
    • First Week – The Readers role can read but not edit the record, the Editors role can editor can edit the record, and the App Admin role can edit and delete the record.
    • After First Week – The Readers role can read but not edit the record, the Editors role can editor can edit the record, and the App Admin role can edit and delete the record.
    • On-Boarding Completed – The Readers role can read but not edit the record, the Editors role can editor can edit the record, and the App Admin role can edit and delete the record.
Updated on August 28, 2018

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