The "Onboarding Template" tab in Core HR allows you to create templates for your employees to complete when they are going through Onboarding. They can include

Onboarding Templates

The "Onboarding Templates" tab will list:

• Title - Clicking the title will allow you to modify the template.
• Description
• Active
• Eligibility Rule
• Workflow
• Total Instances

Actions Menu

The actions dropdown menu allows you to:

• Create Template
• Delete Selected Record(s)
• Duplicate Selected Record(s)

Create Template

1. Click Create Template from the Actions dropdown menu.
   

2. Enter the basic info for the template:

   • Active - If the template is active or not.
   • Title
   • Description
   • Eligibility Rule - The employees who will be eligible for the template.
   • Close Onboarding Portal X Days after hire date
   • Do not close unless survey is complete. 
   • Do no close unless workflow is complete.

   

3. Enter the information to display from the welcome page:

   • Welcome Message
   • Start Date - The start date of the employee(s).
   • Location
   • Welcome Instructions
   • Show Portal Links
   • Welcome Video Embed URL - The video must be hosted on a dedicated video hosting website/service.

   

4. Enable and select the relevant options:

   • Show Team Page - Show the new hire their manager and direct coworkers.
   • Display Length of Service
   • Show Title
   • Show Onboarding Survey Answers
   • Survey - Select the survey the employee should complete.
   • Workflow - Select the workflow the employee should complete.
   • Benefits - Enable if you want to include the new hire event and provide any relevant instructions.

   

5. Click Save when finished.

Delete Selected Record(s)

Templates cannot be deleted if there is an active instance of the template. There will be no confirmation to delete the template.

1. Select the template(s) to delete.
   
2. Click Delete Selected Record(s) from the Actions dropdown menu. There will be no confirmation to delete the template.
   

Duplicate Selected Record(s)

1. Select the template(s) to duplicate.
   
2. Click Duplicate Selected Record(s) from the Actions dropdown menu.
   
3. The template(s) will be added to the list with the suffix "Copy".