Onboarding is the process where you welcome help an employee get started with his new position. New employees, when created, will go through the onboarding pipeline. You can assign them tasks like filling in personal info and signing documents.
You can perform the following actions for each record:
- Edit application
- View application
- Send message
- Offboard
- Add to a custom stage (not time-dependent)
- Delete
Onboard Employee
When you create a new employee from the “Employees” section, they will automatically appear in the Onboarding pipeline based on their contract start date.
You can import employees by using and filling in the provided template (Excel and CSV format). Fill in the different columns. The ones marked as required are mandatory.
You can assign them onboarding tasks like document signing, personal data completion, and other new employee requirements. The onboarding section helps you efficiently manage these assignments.
Onboarding Pipeline
The onboarding pipeline allows you to track all new hires during the first months. The stages are time-related.
The default pipeline stages are:
- All
- Preboarding
- 1st day
- 1st week
- 2nd week
- 3rd week
- 4th week
- 1st month
- 2nd month
- 3rd month
- Confirmed
Each new hire, depending on his contract start date, will move through the pipeline. After the last step, the employee will be automatically removed from the onboarding section.
Custom Pipeline
You can customize the different stages of the pipeline in the Onboarding settings. With custom pipelines, you can create the perfect process for your company.
Try this now in your Skileo account!