Onboarding Plans - ONB


CivicHR
®

Create an Onboarding Plan

Instructions

  1. Under Employees tab, select the employee which needs a plan creation
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  2. Select the Onboarding Plans tab
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  3. Click on the Create New Onboarding Plan button
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  4. Fill in the fields:
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    • Plan Type
      • New Hire
      • Internal Promotion
      • Training
      • Coaching
      • Other
      • Termination
    • Plan Name
      • Note: The decided naming convention of the employee onboarding plans is for your government to decide.
    • Plan Start Date
    • Plan Complete checkbox
  5. Save
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  6. You will be re-directed to the Onboarding Plan tab
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  7. Select the new plan to be directed to Configure Plan
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  8. Manipulate desired tabs
    • Configure Plan: 
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      • Sections: Add or remove sections the Onboarding Plan will display
      • Forms: Add or remove forms the Onboarding Plan will display
      • Videos: Add or remove videos the Onboarding Plan will display
    • Configure Workflow: Edit and assign internal task assignments for any employee
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    • Job Description: Already populated with Job Description Report
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    • Day One Schedule: Customize a schedule for the New Hire's first day
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      • Send Day One Survey?: Choose to send the New Hire a survey for Day One feedback
      • Event Library: Search for pre-existing events to add to the Day One Schedule
      • Add Event: Create a new Event for the Day One Schedule
    • Week One Schedule: Customize a schedule for the New Hire's first week; same options as Day One Schedule
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    • Month One Schedule: Customize a schedule for the New Hire's first month; same options as Day One Schedule
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  9. Return to Configure Plan tab to select Start & Publish Onboarding Plan
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    • Note: Your new hire will receive an email containing a link to the Onboarding Plan, along with a username and password.

Note: Once the Onboarding plan has been published, anyone who has been assigned a workflow task will be notified by email that a task has been assigned to them. A Workflow Agent manages all tasks from within the email and is able to reject the task or mark complete. 

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