Config Account: 2.26 Onboarding

-
andrew
- March 16, 2023
Hi! It's good to see you back! Sounds familiar? That's because it's our line on your Hex-HR System's login page. What's a better way to welcome a new employee into the company with a warm welcome? To show them what's there to get ready for the new company! Let's set it up.

Click on Settings -> expand the right menu and click on "Onboarding Setting". You'll be greeted with the page shown above.
Setting up onboarding is easier than offboarding. To start, click on "Create" to open up the form. Fill up and check the checkboxes with the necessary details and steps. As for the "Create Task" and "Add Existing Task" button, here are the uses.

Create Task
You'll be creating a task to the new employee with a due date and duration. Of course check the checkboxes wherever it fits your requirement. Once done, click on "Create" to create the new task. It will be populated in the previous screen's table.

Add Existing Task
When you create a new onboarding step, the previous tasks will be available here to choose for a quick input.
Once you are done with the details, click on the green "Create" button at the bottom right of the screen to create the onboarding step. Done! That's all. Your (new) employee will get all of the onboarding steps right where after they logged in. All right, I'll see you in the next topic. Goodbye for now!
If you need a more detailed guide, please take a look at our Comprehensive Detailed Guide (Configuring Your Account | Onboarding) (v1.1, 24.07.2023).