In the process of hiring an employee, there is a set of standard activities that need to be completed. This feature enables you to maintain the masters of these activities and create a set of tasks for each employee during the hiring process.

Employee Onboarding is initiated for a job application that has been approved for hiring.

Use Case: Let’s consider the following activities that need to be carried out as soon as a job applicant is approved for hiring:

1. Conduct a legal and professional background check.
2. Create an employee master record.
3. Set up an email account.
4. Issue an identity card.
5. Allocate leaves.

In BizCentric HR, you can track these standard activities in the Employee Onboarding Template. To access Employee Onboarding, navigate to:

Human Resources > Employee Lifecycle > Employee Onboarding

1. Prerequisites

Before creating an Employee Onboarding, it is advisable that you create the following documents:

• Job Applicant
• Employee
• Department
• Designation
• Employee Grade

2. How to create an Employee Onboarding

1. Go to: Employee Onboarding > New.
2. Select the Job Applicant. once the Job Applicant is selected, the corresponding Employee will automatically get fetched.
3. Select the Employee Onboarding Template. Based on the template selected, information such as Department, Designation and Employee grade will be automatically fetched (if already mentioned in the Onboarding Template).
4. Enter Date of Joining.
5. Save and submit.

Note 1: In case an Employee Onboarding Template hasn’t been set up, you can input the onboarding details directly within the Employee Onboarding document.

Note 2: The ‘Status’ of the Employee Onboarding will transition to ‘Completed’ once all the related activities have been fulfilled.

3. Features

3.1 Employee Onboarding Template

The Employee Onboarding Template serves as a framework containing a predefined set of tasks for employee onboarding. It can be tailored for a specific department, designation, or employee grade.

To create a new Employee Onboarding Template:

1. Go to: Human Resources > Employee Lifecycle > Employee Onboarding Template > New.
2. Enter the Department, Designation and Employee Grade (optional).
3. Mention the Activities for onboarding. For each Activity, you can also mention the User or Role, or one of it, to whom this Activity will be assigned.
4. You can also schedule the Onboarding Activities by specifying the Begin On (Days)* i.e. when the activity has to start and the *Duration (in Days) for the same.

3.2 Tasks and Assignments

Upon submitting the Employee Onboarding, a Project will be generated. Within this Projects, Tasks will be automatically generated for each Activity specified in the Employee Onboarding. If dates and durations have been set for the activities, the tasks will be scheduled accordingly, accounting for holidays.

You can view the created Projects and Tasks.

Additionally, each Activity can be assigned weights based on its importance.

Based on the progress on the Tasks, progress can be updated in the Employee Onboarding process.

3.3 Employee Creation

You can directly create an Employee through the Employee Onboarding doctype (if not already created) once all the mandatory onboarding tasks are complete.

4. Related Topics

1. Employee Promotion
2. Employee Separation
3. Employee Transfer