How to Setup Onboarding Templates

Follow these steps to create onboarding templates

1. Click on ”Onboarding Templates” to view existing templates.
2. You can delete, open, edit, and duplicate existing onboarding templates. 
3. Select “Create New” to create a new onboarding template.
   
4. Input the name of the new onboarding template you are creating, and input the welcome message that the employee will see before commencing the onboarding
5. Input the activity start-day from the day of resumption. (Selecting zero means the activity would start the same day as resumption day).
6. Add the number of days the onboarding activities will take.
7. Click “cancel” if you do not want to create the onboarding template again.
8. Click “proceed” to create a new onboarding template.
   
9. Click “Location” to choose the venue (Physical or virtual) where the onboarding activities will take place. Fill the required fields and save to create this task.
10. Click “Meet People” to create an onboarding task where the new employees will meet key people in the organization. Fill the required fields and save..
11. Click “Collect Items” and fill the required fields to create an onboarding task where the new employees can collect office items such as laptops, ID cards etc.
12. Click “Fill Form” to create an onboarding task where the new employees can fill the necessary forms e.g. HMO, Pension etc. 
13. Use the “Online” feature to create onboarding activities you want employees to carry out online. You are able to paste a link for employees to visit.
14. Set up training for the employees. This could be external training or internal training. It can also be virtual or classroom or the hybrid of the two.
15. The Bio-Data activity allows you to collect the employee’s information that will auto-populate into the HRIS. 
16. Click “Add Resources” add text material and links and quick for the new hire.
17. Click any “Task Components” and drag up or down to reorder tasks on the onboarding list.