The Employee Onboarding process allows the signed in user (HR User) to capture both basic and more detailed information about employees. All records, qualifications, and supporting documentation associated with an employee are captured and edited via the Employee Onboarding process.
The following tasks are available under Employee Onboarding to the below role players.
Process | Task | Screen Name | User Role |
Employee Onboarding | 01. Employee Onboarding | Human Resources |
Employee Onboarding | 02. Employee Qualifications | Human Resources |
Employee Onboarding | 03. Banking Details | Human Resources Manager |
Employee Onboarding | 04. Capture Payroll | Finance Manager |
Employee Onboarding | 05. Assign Biometrics | Human Resources |
Once the above has been capture an employee is considered onboarded and may be rostered.
Process | Task | Screen Name | User Role |
Employee Import | Employee Import | Human Resources |
Employee Onboarding | 06. Employee Previous Experience | Human Resources |
Employee Onboarding | 07. Employee Competencies | Human Resources |
Employee Onboarding | 08. Employee Firearm Competencies | Human Resources |
Employee Onboarding | 09. Employee Driver’s License | Human Resources |
Employee Onboarding | 10. Employee Induction | Human Resources |
Employee Onboarding | 11. Employee Emergency Contact | Human Resources |
Employee Onboarding | 12. Employee Medical Details | Human Resources |
Animation: In this animation we capture a new employee.
- Navigate to Start a Process and select Human Resources, then select the Employee Onboarding process. If you are capturing a new employee, then select the task: Employee Onboarding.
- Capture the required employee information in Step 1:
-
- Employee Type
- Branch
- Employee Number
- First Name
- Last Name
- Mobile Number
- DOB
- ID Number
- Gender
- Commencement Date
- Under Step 2 select the additional details that need to be captured. The default list of required items for basic employee onboarding are:
- Qualifications
- Banking Details
- Payroll
- Assign Biometrics
- Under Step 3 attach the supporting documentation for the new employee e.g., personal file, such as ID document, proof of address, etc.
- Under Step 4 once completed, click Continue. A task will be generated for each of the selected items, as required.
- The other information that can be captured include the below, however may be captured and or updated at a later stage:
- Experience
- Competency
- Firearm License
- Driver License
- Induction
- Emergency Contact Information
- Personal Development
- Medical Details