- First, access your Employee section to get to the list of employees and then select the employee which needs a plan creation. Select the orange "Onboarding Plan" button to proceed. To create a new plan, select the blue “Create New Onboarding Plan” button. From here you are able to select what type of plan you will be creating.
- New Hire
- Internal Promotion
- Sections, Forms and Videos: Controls what content is displayed in the new hires onboarding plan. To add or remove items click the boxes to customize.
- After the plan has been customized click the green “Save Plan” button.
- Configure Workflow: This screen will allow you to edit and assign internal task assignments for any employee. These workflow tasks are used as a checklist to ensure that the new hire has everything they need to be successful on their first day of work.