Introduction
Welcome to Empress, your comprehensive solution for business management. Our platform offers a variety of versatile features that are designed to make your daily operations more efficient and effective. One such feature is the Employee Onboarding functionality.
Understanding Employee Onboarding
Employee Onboarding is a crucial process in any organization, involving a series of tasks that must be completed when a new employee joins your team. Empress allows you to streamline this process with an easy-to-use interface and practical tools.
In this guide, we will walk you through the process of creating an Employee Onboarding task list within Empress.
The Importance of Employee Onboarding
When a new employee is hired, standard onboarding activities may include:
- Conducting a legal and professional background check
- Creating an Employee Master Record
- Setting up an Email Account
- Creating an identity card
- Allocating leaves
These activities are important for ensuring a smooth transition for new hires, and can be easily managed and tracked through the Employee Onboarding feature in Empress.
To access Employee Onboarding, simply navigate to:
Human Resources > Employee Lifecycle > Employee Onboarding
Preparing for Employee Onboarding
Before you begin the Employee Onboarding process, make sure you have prepared the following documents:
- Job Applicant
- Employee
- Department
- Designation
- Employee Grade
How to Create an Employee Onboarding Process in Empress
To create an Employee Onboarding process, follow these simple steps:
- Navigate to: Employee Onboarding > New.
- Select the Job Applicant - the corresponding Employee will automatically be fetched.
- Select the Employee Onboarding Template. The Department, Designation and Employee grade will automatically fill in, provided these details are in the Onboarding Template.
- Specify the Date of Joining.
- Save and Submit.
Note: If an Employee Onboarding Template isn’t available, you can fill in the onboarding information directly in the Employee Onboarding document.
Note: The ‘Status’ of the Employee Onboarding changes to ‘Completed’ once all related Activities are finished.
Key Features of Employee Onboarding
Employee Onboarding Template
The Employee Onboarding Template serves as a blueprint for the process, containing a predefined list of Activities for Employee Onboarding. You can create a unique Employee Onboarding Template for a specific Department, Designation, and Employee Grade.
To create a new Employee Onboarding Template:
- Navigate to: Human Resources > Employee Lifecycle > Employee Onboarding Template > New.
- Specify the Department, Designation, and Employee Grade (optional).
- List the Activities for onboarding. For each Activity, you can assign a User or Role, or both.
- Schedule the Onboarding Activities by specifying the Begin On (Days) and the Duration (in Days) for each activity.
Tasks and Assignments
When you submit an Employee Onboarding document, a Project is created. This Project consists of Tasks for each onboarding Activity. If a date and duration are set for each activity, tasks will be created with an appropriate Start and End Date, excluding holidays.
Each Activity can be assigned a weight based on its importance, and you can update the progress on these tasks in the Employee Onboarding process.
Employee Creation
With all the mandatory onboarding tasks complete, you can directly create an Employee through the Employee Onboarding document.
Empress simplifies the onboarding process, allowing you to focus more on your employees and less on paperwork. Follow these step-by-step instructions, and you’ll have a seamless and efficient onboarding process in place in no time.
Empress is here to help your business run as smoothly as possible. If you need further assistance, please refer to our additional resources or contact our support team.