Available for the following HR plan: Platinum
Available for the following user access levels: Admin
An onboarding WorkFlow allows an organization to customize its onboarding flow so that some repetitive tasks are automatically triggered when an employee reaches a certain stage of their onboarding. In this example, the Onboarding Workflow will automatically create a 1-1 for a newly onboarded employee.
You can learn more about how to manage Onboarding Workflows in this article.
Automatically create a 1 on 1 for new employees
- Click the WorkFlows menu.
- Click Onboarding, using the menu on the left-hand side of the page.
- Click the Create New button.
- Select Onboarding Automation.
- Click the Continue button.
- Click the WHEN this happens field. Set the action to Employee has completed Onboarding setup.
- Click the Save button.
- Click the IF these conditions are met field.
- You can leave the Add condition blank unless you would like additional criteria.
- Click the Save button.
- Click the THEN do this field, under the Provisioned header.
- Edit the following:
- Under THEN, click Create 1:1.
- Complete the following fields:
- Meeting title.
- Meeting template.
- Time
- Remind type.
- Email subject.
- Email content.
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Click the Save button.
Helpful Hint
To add step, click the button below the last step.
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Click the Save button.
Important
You need to publish this workflow for it to become active.
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