How to Assign Onboarding Template Individually

This guide explains how to assign an onboarding template individually from the Onboarding Template screen.

Note:

If you change the hire date after assigning the template, you need to unassign and reassign. System will detect overdue based on original template assignation date. 

Step 1

Go to On/Offboarding (a) > Onboarding (b) > Onboarding Template (c).

Step 2

From the onboarding template listing, find the relevant template and click the Assign icon.

Step 3

Select whether you want to assign the template to a New Employee or an Existing Employee.

For New Employee

• The system will list employees whose hire date is within the last 6 months from the current date.
• Select the Onboarding Start Day: Hire Date / Immediately / One week before hire date / One month before hire date / Custom date
• If Custom date is selected, a calendar will be enabled for you to choose a specific date.

For Existing Employee

• The system will list all employees in the system.
• The Onboarding Start Day is limited to Custom date. Select a specific date for the employee to start onboarding.

Step 4

Click Assign. 

A confirmation pop-up will appear indicating that the onboarding template has been assigned successfully.

We hope this explanation clarifies the matter. If you require further assistance, please don't hesitate to contact our support team.