Onboarding Plans - ONB


CivicHR
®

Create an Onboarding Plan Schedule

Instructions

  1. Ensure to be on the Onboarding section of your system - you can tell by the banner
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  2. Ensure to be on the Employees section on the left
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  3. Locate and select the employee that needs to be onboarded
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  4. Select Onboarding Plans tab
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  5. Select Create New Plan
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  6. Complete the fields prompted
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    • Plan Type: Select what type of plan is going to be used.
    • Employee Start Date: Mark when the employee's first day will be.
    • Plan Name: Name the plan, it is recommended to have it including the employee's name and related to onboarding, such as Aaron Allen Onboarding.
  7. Select Save Onboarding Plan



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