Employee Onboarding

How to create an Employee Onboarding 

1. Go to: Employee Onboarding > New.
2. Select the Job Applicant. Once the Job Applicant is selected, the corresponding Employee will automatically get fetched.
3. Select the Employee Onboarding Template. Based on the template selected, information such as Department, Designation and Employee grade will be automatically fetched (if already mentioned in the Onboarding Template).
4. Enter Date of Joining.
5. Save and Submit.

Tasks and Assignments 

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:

Click on task and clear the various tasks & set the tasks as completed as shown below

Employee Creation 

You can directly create an Employee through the Employee Onboarding doctype (if not already created) once all the mandatory onboarding tasks are complete.

Add the relevant details concerning the employee ie department,designations and save