Difference between revisions of "Onboarding Workflow"

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(Created page with "Through the Onboarding tab, you’re able to create a custom workflow to help digitise and streamline the sending and receiving of documents like contracts, policies and emplo...")
 
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Through the Onboarding tab, you’re able to create a custom workflow to help digitise and streamline the sending and receiving of documents like contracts, policies and employee handbooks, even requesting uniform sizes with Custom Fields.
Through the Onboarding tab, you’re able to create a custom workflow to help digitise and streamline the sending and receiving of documents like contracts, policies and employee handbooks, even requesting uniform sizes with Custom Fields.
In this section we’ll cover how to best set up your workflow using the previous steps of uploading documents and policies, then the process of sending this out to a new employee.
In this section we’ll cover how to best set up your workflow using the previous steps of uploading documents and policies, then the process of sending this out to a new employee.


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We’ll be showing how to create a basic workflow that includes document categories, document and policy templates, and Custom Fields.
We’ll be showing how to create a basic workflow that includes document categories, document and policy templates, and Custom Fields.


• Open Wageloch and sign in, using your MFA code.
* Open Wageloch and sign in, using your MFA code.
• Click the HR tab at the top of the screen.
* Click the HR tab at the top of the screen.
• Select the Onboarding category.
* Select the Onboarding category.
• Click New Template in the top right.
* Click New Template in the top right.
 
[[File:onboard-new-template.png]]
[[File:onboard-new-template.png]]
• In the Create Onboarding Template window, give the template a name.  
 
• Please keep Bank Details are Required ticked if you require their banking information during the onboarding process.
* In the Create Onboarding Template window, give the template a name.  
• Click the New Stage button.
* Please keep Bank Details are Required ticked if you require their banking information during the onboarding process.
• Title: Give the stage a name, such as Employee Agreement.
* Click the New Stage button.
• Type: Pick the document category; Contract.
* Title: Give the stage a name, such as Employee Agreement.
• Contract: Pick the document you wish to send.
* Type: Pick the document category; Contract.
• Click the tick to save this stage.
* Contract: Pick the document you wish to send.
* Click the tick to save this stage.


[[File:stage1-ea (2).png]]
[[File:stage1-ea (2).png]]
• Click the New Stage button.
 
• Title: Give the stage a name; Employee Handbook.
* Click the New Stage button.
• Type: Pick the document category; Policy.
* Title: Give the stage a name; Employee Handbook.
• Policy: Pick the document you wish to send; Code of Conduct.
* Type: Pick the document category; Policy.
• Click the tick to save this stage.
* Policy: Pick the document you wish to send; Code of Conduct.
* Click the tick to save this stage.
 
[[File:stage2-eh.png]]
[[File:stage2-eh.png]]
• Click the New Stage button.
 
• Title: Give the stage a name; Position Description.
* Click the New Stage button.
• Type: Pick the document category; Contract.
* Title: Give the stage a name; Position Description.
• Contract: Pick the document you wish to send; Position Description
* Type: Pick the document category; Contract.
• Click the tick to save this stage.
* Contract: Pick the document you wish to send; Position Description
* Click the tick to save this stage.
 
[[File:stage3-pd.png]]
[[File:stage3-pd.png]]
• Click the New Stage button.
 
• Title: Give the stage a name; Upload ID
* Click the New Stage button.
• Type: Pick the document category; Document Upload
* Title: Give the stage a name; Upload ID
• Document Category: Pick the document category that is relevant; Licenses
* Type: Pick the document category; Document Upload
• Click the tick to save this stage.
* Document Category: Pick the document category that is relevant; Licenses
* Click the tick to save this stage.
 
[[File:stage4-license (1).png]]
[[File:stage4-license (1).png]]
• Click the New Stage button.
 
• Title: Give the stage a name; Upload Certificates
* Click the New Stage button.
• Type: Pick the document category; Document Upload
* Title: Give the stage a name; Upload Certificates
• Document Category: Pick the document category that is relevant; Certificates
* Type: Pick the document category; Document Upload
• Click the tick to save this stage.
* Document Category: Pick the document category that is relevant; Certificates
* Click the tick to save this stage.
 
[[File:stage5-certs.png]]
[[File:stage5-certs.png]]
• Click the New Stage button.
 
• Title: Give the stage a name; Uniform Order
* Click the New Stage button.
• Type: Pick the document category; Custom Field
* Title: Give the stage a name; Uniform Order
• Custom Fields: Pick the custom fields you’ve created that you’d like to include in this stage; Bottoms Size (2), Shirt Size (3)
* Type: Pick the document category; Custom Field
• Click the tick to save this stage.
* Custom Fields: Pick the custom fields you’ve created that you’d like to include in this stage; Bottoms Size (2), Shirt Size (3)
• Click Done to complete your onboarding workflow template.
* Click the tick to save this stage.
• Note: You can edit the stages, name or even delete the workflow by using the pencil to edit and bin to delete.
* Click Done to complete your onboarding workflow template.
* Note: You can edit the stages, name or even delete the workflow by using the pencil to edit and bin to delete.
[[File:stage6-uniform.png]]
[[File:stage6-uniform.png]]
[[File:template-success.png]]
[[File:template-success.png]]
[[File:template-created (1).png]]
[[File:template-created (1).png]]

Revision as of 02:20, 22 June 2023

Through the Onboarding tab, you’re able to create a custom workflow to help digitise and streamline the sending and receiving of documents like contracts, policies and employee handbooks, even requesting uniform sizes with Custom Fields.

In this section we’ll cover how to best set up your workflow using the previous steps of uploading documents and policies, then the process of sending this out to a new employee.

Creating Workflow

You can create multiple workflows depending on your business and onboarding requirements. These workflows are broken into stages to simplify the process and make it easy to fill out.

We’ll be showing how to create a basic workflow that includes document categories, document and policy templates, and Custom Fields.

  • Open Wageloch and sign in, using your MFA code.
  • Click the HR tab at the top of the screen.
  • Select the Onboarding category.
  • Click New Template in the top right.

Onboard-new-template.png

  • In the Create Onboarding Template window, give the template a name.
  • Please keep Bank Details are Required ticked if you require their banking information during the onboarding process.
  • Click the New Stage button.
  • Title: Give the stage a name, such as Employee Agreement.
  • Type: Pick the document category; Contract.
  • Contract: Pick the document you wish to send.
  • Click the tick to save this stage.

Stage1-ea (2).png

  • Click the New Stage button.
  • Title: Give the stage a name; Employee Handbook.
  • Type: Pick the document category; Policy.
  • Policy: Pick the document you wish to send; Code of Conduct.
  • Click the tick to save this stage.

Stage2-eh.png

  • Click the New Stage button.
  • Title: Give the stage a name; Position Description.
  • Type: Pick the document category; Contract.
  • Contract: Pick the document you wish to send; Position Description
  • Click the tick to save this stage.

Stage3-pd.png

  • Click the New Stage button.
  • Title: Give the stage a name; Upload ID
  • Type: Pick the document category; Document Upload
  • Document Category: Pick the document category that is relevant; Licenses
  • Click the tick to save this stage.

Stage4-license (1).png

  • Click the New Stage button.
  • Title: Give the stage a name; Upload Certificates
  • Type: Pick the document category; Document Upload
  • Document Category: Pick the document category that is relevant; Certificates
  • Click the tick to save this stage.

Stage5-certs.png

  • Click the New Stage button.
  • Title: Give the stage a name; Uniform Order
  • Type: Pick the document category; Custom Field
  • Custom Fields: Pick the custom fields you’ve created that you’d like to include in this stage; Bottoms Size (2), Shirt Size (3)
  • Click the tick to save this stage.
  • Click Done to complete your onboarding workflow template.
  • Note: You can edit the stages, name or even delete the workflow by using the pencil to edit and bin to delete.

Stage6-uniform.png Template-success.png Template-created (1).png

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