Step 1 - Set up onboarding
Before you onboard an employee, make sure you have set up your onboarding process.
Step 2 - Add employee
Show that the employee is either no longer an active employee. If they are still an active employee but soon won't be, you can set a termination date in the future.
Step 3 - Assign onboarding tasks or work flow to new employee
Assign tasks that need to be completed by your new employee or by other employees them.
Step 4 - Make employee / managers aware of their tasks
Pending tasks will show on employees' dashboards in Sage HR, however it is worth contacting them to remind them that they are there to be done.
Step 5 - Complete onboarding tasks
Pending tasks will show on employees' dashboards in Sage HR
The task shows the name of the employee whose Task this relates to, its description, its due date and the opportunity to complete the task.
Step 6 - Check status of onboarding tasks
Use the Onboarding report to keep track of onboarding tasks and check which tasks are have been completed and which still need to be done.