🟤Onboarding Checklist

OnBoarding Checklist

The onboarding checklist is a set of tasks that must be completed before or during a new hire's joining, such as issuing equipment, granting system access, or completing paperwork. It ensures every department responsible for a new hire's setup completes their part, and lets HR track progress until the new hire is fully onboarded.

Before You Begin

Before you start, ensure the following:

• The Hire V2 module is enabled in your Pocket HRMS account

• You have access to the Cloud portal to create checklists and assign preboarding

• You have HR-level access on the ESS Portal to track and nudge candidate checklists

• The relevant department staff have their own ESS Portal login to complete their part of the checklist

Path: Login into Cloud Portal >Settings > Recruitment V2 > Onboarding Templates.

In the Cloud portal, go to Onboarding Templates and create an onboarding Template, if one has not already been created and saved. See How to Create an Onboarding Template for the detailed steps.

How to Assign Onboarding Template to a Specific Job?

Path: Login into Cloud Portal >Settings > Recruitment V2 > Job Stages.

Step 1: Go to Job Stages and add a new Job Stage template.

Step 2: Click on the + Icon under the pre-boarding Stage

Step 3: Select flow and select the onboarding template you created in Step1 to the specific job, and click Done.

Follow these steps to add a new job stage.

Path Link: https://cloud.pockethrms.com/Recruitment/RecruitmentV2/Index

How To Configure Onbaording Checklist in Hire V2?

Path: ESS Portal > Hire V2 > Candidates > Onboarding Checklist

Step 1: Log in to the ESS Portal using an HR login, and Open the Hire V2 module, go to Candidates, and select Onboarding Checklist.

Step 2: In the HR Onboarding Checklist tab, select the specific candidate and click View Status.

Step 3: If the status shows as Not Started or Incomplete, click the eye icon to view the candidate's task list,

or click the nudge button next to it to send a notification for the whole checklist to the person responsible for completing it.

Path Link: https://cloud.pockethrms.com/Recruitment/RecruitmentV2/Index?module=RecruitmentV2&submodule=Job%20Stages

Step 4: The responsible Department’s Staff receives the nudge notification on their own ESS Portal login.

Step 5: Go to Onboarding Checklist and open the Departmental Checklist tab, Then click Start Checklist.

Step 6: Complete each task and check its checkbox.

Step 7: Once done, either click Save and Complete Later to save progress and finish the remaining tasks another time, or click Complete All Items to submit the checklistas done.

Path Link: https://ess.pockethrms.com/Recruitment/RecruitmentV2/OnboardingChecklists

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