The HRSimplified onboarding module provides a structured way to guide new employees through essential steps and tasks needed for a smooth start. With the recent update, users now have the flexibility to add additional tasks after the initial onboarding tasks have been set up. This feature is especially helpful for unforeseen tasks or additional steps that need to be included as the onboarding process unfolds.

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Overview of Onboarding Task Management #

Onboarding tasks can now be managed and supplemented in two stages:

1. Initial Setup of Onboarding Tasks: During the onboarding creation process, predefined tasks are added, and all relevant team members are assigned to each task.
2. Adding Additional Tasks Post-Onboarding Setup: If additional tasks are required after the initial setup, users can now manually add tasks at any time.

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How to Add Additional Onboarding Tasks #

To add tasks after the original onboarding tasks have been set, follow these steps:

1. Navigate to the Onboarding Tasks Management Screen:
   • Go to HR Planning > Onboarding > Onboarding Tasks.This screen provides an overview of all existing onboarding tasks across employees, with filtering options to help you locate specific tasks.
2. Click on the Create Button:
   • In the Onboarding Tasks screen, click the + Create button at the top right to add a new task.
3. Fill in Task Details:
   • Complete the fields in the Create Employee Onboarding Task form:
     • Onboarding Employee: Select the employee for whom this task is being added.Assign To: Choose the team member responsible for this task.Type of Task: Define whether it’s a To Do or Asset type.Status: Set the task status (default is Created).Description: Provide a brief description of the task, such as “Set up additional equipment” or “Schedule follow-up orientation.”
4. Save the Task:
   • After filling out the task details, click Save to add the task to the employee’s onboarding list.

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Viewing and Managing Onboarding Tasks #

1. Viewing All Tasks:
   • The Onboarding Tasks screen provides a comprehensive view of all onboarding tasks across employees. Here, users can filter by employee, task type, status, or assignee to quickly locate tasks.
2. Updating Task Status:
   • Team members can update the status of a task as they complete each step. Simply click on the Status field next to each task and select the appropriate status (e.g., In Progress, Completed).
3. Accessing Tasks from the Dashboard:
   • Team members can see a quick overview of their assigned onboarding tasks from their dashboard under Onboarding Tasks. This shortcut provides easy access to view and manage assigned tasks.

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Using Default Onboarding Tasks for Consistency #

For standard onboarding steps, HRSimplified allows users to set up Default Onboarding Tasks that are automatically included for each new employee’s onboarding. Default tasks are created in Company Details > Employee Onboarding > Default Onboarding Tasks and ensure that essential steps are not missed.

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Benefits of the Enhanced Onboarding Task Feature #

• Flexibility: New tasks can be added at any point, allowing the onboarding process to adapt to unexpected requirements.
• Better Tracking and Accountability: Assigned team members can easily update task statuses, allowing HR to track onboarding progress in real-time.
• Improved Onboarding Experience: This feature ensures that employees have all the resources and tasks needed for a successful start, even as onboarding needs evolve.

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Quick Tips #

• Set Up Key Tasks During Initial Onboarding: To ensure consistency, add essential tasks during the initial onboarding setup, using default tasks where possible.
• Monitor Task Completion Regularly: Track the progress of onboarding tasks using the Onboarding Tasks management screen.
• Use the Dashboard for Easy Access: Team members can manage their onboarding tasks directly from their dashboard for convenience.