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📄 Configure and initiate employee onboarding
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Configure and initiate employee onboarding

The Employee onboarding page in the greytHR Admin portal allows you to initiate the employee onboarding. The method includes all the steps, from collecting an employee's details to assigning a SPOC (single point of contact) to the employee. The Employee Onboarding process is a seamless procedure that makes it easier for you to view, update, and consume all the employee-related information. The employees can easily update the required information and documents in customized form.

You can configure the onboarding form for an employee, review the onboarding details to onboard the employee successfully, and accept/reject the details. The process also helps you to ensure that the employee reads and acknowledges different policies and forms during the onboarding process.

You can perform the following actions for a seamless onboarding experience:

  1. Configure employee onboarding form.

  2. Initiate/Re-initiate employee onboarding.

To configure the Employee Onboarding settings page, click the Settings icon > System Settings > Employee > Employee onboarding.

Configure employee onboarding form

To configure the employee onboarding form, perform the following actions:

  1. On the Employee Onboarding Settings page, click the Employee Information Settings tab. The Employee Information Settings form appears.

  2. From the Employee Information Settings form, under the Personal Information, Previous Employment, Accounts & Statutory, Family Details, and Nomination Details sections, under the Information column, select the checkboxes as Display/Mandatory as per your requirements.  

  3. From the Employee Information Settings form, under the Personal Information, Previous Employment, and Accounts & Statutory sections, under the Attachments column, select the checkboxes as Display/Mandatory as per your requirements.

  4. Click Save to configure the employee onboarding form. A success message appears.

Initiate/Re-initiate employee onboarding 

The feature enables you to initiate onboarding for the first time or re-initiate it for the employees again.

Initiate onboarding for the first time

To initiate onboarding for the first time for an employee, perform the following actions:

  1. In the Search Actions textbox, enter Employee Onboarding. A page appears.

  2. On the page, from the Status dropdown list, select Not Initiated. A list of employees appears for whom onboarding is not initiated to date.

  3. Select the employees using the checkbox adjacent to the employee's name.

  4. Click Employee Onboarding Policy to check the configurations before initiating the onboarding process. This is a recommended step.

  5. Click Initiate Onboarding. The Initiate Onboarding pop-up appears.

  6. Click Confirm to initiate onboarding. A success message appears.

Note:

  • You can use the Employee dropdown list to search for a specific employee.

  • Under the Status dropdown list, along with Not Initiated, you can find the following status:

    • Active: The Active status displays a list of employees for whom the onboarding is initiated but not yet submitted by the employee.

    • Closed: The Closed status displays a list of employees for whom the onboarding submission is verified or withdrawn by the admin.

  • If the email id for an employee is missing, the employee row will appear in red. After updating the email ID, you can release onboarding access to such an employee. To update the email id of an employee, navigate to Employee > Information > Employee Profile.

Re-initiate onboarding

To re-initiate the onboarding for the employees, perform the following actions: 

  1. In the Search Actions textbox, enter Employee Onboarding. A page appears.

  2. On the page, from the Status dropdown list, select Closed. A list of employees appears.

  3. Select the employees using the checkbox adjacent to the employee's name.

  4. Click Employee Onboarding Policy to check the configurations before initiating the onboarding process. Though this is not a mandatory step, we recommend you to check the configurations before initiating the onboarding process.

  5. Click Initiate Onboarding. The Initiate Onboarding pop-up appears.

  6. Click Confirm to re-initiate the onboarding for the employees. A success message appears.

Note: After the onboarding process is successfully released for the employees, the employee status changes from Not Initiated/Closed to Active on the Employee Onboarding page.

⚠️ We recommend you to contact the greytHR support team before making any changes in settings.

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