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Using Empxtrack Onboarding Module

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Steps to configure Empxtrack Onboarding module and start the onboarding process

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Using Empxtrack Onboarding Module

  1. 1. Using EmpXtrack Onboarding Module
  2. 2. Copyright 2013 | Saigun Technologies Pvt. Ltd. 2 The Onboarding module allows you to induct new employees into the organization and provide them information, resources, and training so that they successfully become employees of the company. Onboarding is a transition process where a selected candidate becomes an employee of the company. With onboarding module, you can: • Configure the module as per your specific requirements. • Create Onboarding Candidate Request. • Provide candidate a URL through which (s)he can fill her personal and professional details and submit the onboarding forms. • View Candidate details and move the candidate to HRIS. The users of the module are: • HR Manager / Onboarding Manager • Candidates who have been made an offer Users and Functionalities of Onboarding Module
  3. 3. Copyright 2013 | Saigun Technologies Pvt. Ltd. 3 1. Login as HR Manager to complete this one-time activity. 2. Go to Settings >> Recruitment >> Onboarding configurations. 3. Select the onboarding forms that you require from the Select Forms tab that appears on Onboarding Configuration Setting page. 4. Click Next. Continued…. Configure Onboarding Module
  4. 4. Copyright 2013 | Saigun Technologies Pvt. Ltd. 4 5. Modify the order of the selected forms,if required by clicking on the up and down arrow keys on the OnboardingForms tab that appears. 6. Click Actions icon corresponding to a form and select Edit from the menu that appears to modifythat form. Continued …. Configure Onboarding Module
  5. 5. Copyright 2013 | Saigun Technologies Pvt. Ltd. 5 7. Modify the form as per your requirements, by following the information given below: • Write / modify the help that you need to display on the form through Help displayed to the user section. • Modify the visibility of form for different users through Form Visibility Setting section. • Modify the names and visibility of form fields through Form fields Setting section. 8. Click Save. Configure Onboarding Module
  6. 6. Copyright 2013 | Saigun Technologies Pvt. Ltd. 6 The HR Manager starts the onboarding process.If you want the onboarding process to be managed by some other employee then you need to assign the HR Manager role to the employee to whom you want to manage the onboarding process and assign the Onboarding module to the employee.Learn more about groups by viewing the Security presentation on EmpXtrack To start onboarding process,you need to: 1. Log in as Onboarding Manager / HR Manager. 2. Go to Manage >> Onboarding >> Create onboarding request Continued…. Start Onboarding Process
  7. 7. Copyright 2013 | Saigun Technologies Pvt. Ltd. 7 3. Provide the details of the new onboarding candidate. 4. Click Create. A URL using which the candidate can log into the system and provide his/ her login details appear at the end of the page. The same URL would be sent to candidate through mail. Add a New Onboarding Candidate
  8. 8. Copyright 2013 | Saigun Technologies Pvt. Ltd. 8 Candidate accesses the URL assigned to him/her and logs into the system by providing the email address and the password set for him/ her by the HR Manager/ Onboarding manager while creating the candidate’s onboarding request. Candidate Logs into the System
  9. 9. Copyright 2013 | Saigun Technologies Pvt. Ltd. 9 A list of onboarding forms appear for the candidate. The candidate needs to fill the mandatory fields of all the forms and saves and submits the forms. Candidate Fills Onboarding Forms
  10. 10. Copyright 2013 | Saigun Technologies Pvt. Ltd. 10 The details filled by the candidate are submitted to the Onboarding Manager / HR Manager. Log in as Onboarding Manager and click View on the onboarding details submission message from the candidate. Or go to Manage >> Onboarding and click Submitted tab and then click on View Details link for the onboarding candidate. View Details as Onboarding Manager
  11. 11. Copyright 2013 | Saigun Technologies Pvt. Ltd. 11 The candidate’s onboarding forms appear. You can now add/ modify details to the forms, if required. Go to Submit form and then click Move to HRIS button. Move the Candidate to HRIS
  12. 12. Copyright 2013 | Saigun Technologies Pvt. Ltd. 12 The employee is successfully moved to HRIS and the Employee Code is generated. A message suggesting the same appears. The employee can now log into the portal with the User Name and Password appearing on the page. Employee Code Generated
  13. 13. Copyright 2013 | Saigun Technologies Pvt. Ltd. 13