Onboarding
Streamline new hire onboarding with customizable templates and per-item checklists.
Path: Admin โ HRM โ Onboarding
URL: admin/hrm/onboarding
Permission: HRM View (Edit for assign/delete)
Overviewโ
The Onboarding module helps you:
- Create onboarding templates with checklist items
- Assign templates to new hires
- Track progress with per-item checkboxes
- Mark onboarding as completed when all items are done
User Flowโ
1. Create Onboarding Templatesโ
Path: Settings โ HRM โ Onboarding Templates
URL: admin/hrm/setting?group=onboarding_templates
- Click Add Onboarding Templates
- Enter template name and description
- Add checklist items (one per line or structured list)
- Save template
Example checklist items:
- Sign employment contract
- Complete tax forms
- Receive laptop and credentials
- Attend orientation session
- Meet with manager
2. Assign Onboarding to Staffโ
Path: HRM โ Onboarding
URL: admin/hrm/onboarding
- Click Assign Onboarding button
- Select staff from dropdown
- Select template from dropdown
- Click Submit
A new onboarding record is created for the staff member.
3. Track Progress (Onboarding Record)โ
URL: admin/hrm/onboarding_record/{record_id}
When you click View (eye icon) on an onboarding record:
Displayed:
- Staff name
- Template name
- Status (in_progress / completed)
- Started date
- Completed date (if completed)
- Checklist with individual items
Per-Item Checkable:
- Each checklist item has a checkbox
- HR staff (with edit permission) can toggle items on/off
- Changes are saved via AJAX
- When status is in_progress, checkboxes are enabled
- When completed, checkboxes are disabled
Mark as Completed:
- Check the "Mark as completed" checkbox
- Click Submit to set the record status to completed
- This locks the checklist
Onboarding Listโ
The main onboarding page shows a table with:
| Column | Description |
|---|---|
| Staff | Staff member name |
| Template | Assigned template |
| Status | in_progress or completed |
| Started Date | When onboarding began |
| Options | View, Delete |
Staff Member Profile: Onboarding Tabโ
Each staff member has an Onboarding tab showing:
- List of their onboarding records
- Template, status, started date
- View button to open the record and manage checklist
Relatedโ
- Settings โ Onboarding Templates
- Staff Member Profile โ Onboarding tab