Gestion des employés et intégration

How to Create an Onboarding or Offboarding Protocol?

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What Is the Purpose of This Feature?

Altee offers two essential options: the onboarding protocol and the offboarding protocol. These tools are designed to simplify and optimize the arrival or departure of employees within the company.

Steps to Follow:

  • Go to the Employees module, then to the Arrivals and Departures tab, and finally click on Onboarding and Offboarding Protocols.
  • Click on Create a Protocol, name the protocol, and press Enter or click anywhere on the screen to save.
  • You can divide each protocol into multiple tasks to facilitate implementation. To do this, click on the protocol and then click on Add a Task.
  • Fill in the fields with the necessary information. You can also assign the task to someone. Finally, click on Create.

Notes:

  • You can configure different types of expected outcomes for these protocols to ensure tasks are completed. These may include: simple validation, document submission, file upload requests, signature requests, or a response.
  • You can delete, edit, or duplicate protocols by clicking on the Menu button.
  • You can also change the order of tasks within a protocol by dragging and dropping them to the desired position.

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