ZenHR - Boarding Templates


TABLE OF CONTENTS

 

On-boarding and off-boarding templates are a group of tasks that you can to send to your employees such as profile completion and updating certificates tasks.

 

How to add boarding templates

 

 User Menu à System Preferences à Boarding Templates à Add
 

To add a boarding template, follow the below steps:

  1. Enter the template name.
  2. Choose the template category, which is on-boarding or off-boarding.
  3. Click next step.

 

To add tasks to your template, follow the below steps:

  1. Click the small arrow next to Add Task and choose the task. Additional information may be required.
  2. Repeat the previous step to add all the required tasks.
  3. Click on Complete.

 

How to send an onboarding template for an employee

 

Main Menu à Employees à Employees Management à Employee's Profile à Send onboarding Template

 

To send an onboarding template to an employee, follow the below steps:

  1. Choose the boarding template.
  2. Write a description for the employee.
  3. You can add/remove tasks and write notes on each task.
  4. Click Send On-Boarding.

How to send an onboarding template to more than one employee


Main Menu à Employees à Onboarding and Offboarding à Mass Onboarding Tasks

 

 

To send an onboarding template to multiple employees, follow the below steps:

  1. Choose the boarding template.
  2. Write description and notes.
  3. Choose the site, department, section, or main project that you would like to send the onboarding template to.

How to Send an off-boarding template to an employee


 Main Menu à Employees à Employees Management à Employee's Profile à Off-boarding Tab

 

 

To send an off-boarding template to an employee, follow the below steps:

  1. Choose the boarding template.
  2. Write descriptions and notes for the employee.
  3. You can add/remove tasks and write notes on each task.
  4. Click Start Off-Boarding.

 

How to terminate an employee


Main Menu à Employees à Employees Management à Employee's Profile à Off-boarding Tab à Termination


To terminate an employee, follow the below steps:

  1. After skipping or sending the off-boarding template you will start the termination process.
  2. Enter the termination date.
  3. Choose a category.
  4. Add notes.
  5. Click on Terminate to move to Termination Salary.

 

 

To calculate the termination salary, follow the below steps:

  1. Calculate end date - to add the end of employment date to the number of working days for the employee.
  2. Out of Salaries – to calculate EOS out of salary.
  3. Include full vacation compensation.
  4. STB Type - select the needed STB type based on your setup.
  5. Termination date.
  6. Exclude social security – to exclude social security from EOS Salary.
  7. Click on Calculate.


To know more on how to add termination types click Here!