After creating various onboarding and offboarding protocols, you can assign them to an employee to initiate their onboarding or offboarding process.
Steps to Follow:
Go to the Employee module, then to the Arrivals and Departures tab. Finally, click on Employee Flow.
Look through the Employee Flow list and select the employee who will benefit from the protocol. Click on Assign.
Select the protocol to load and click on Load Protocol.
Check the tasks to be performed in the list and click on Assign.
Fill in the fields with the necessary information and click on Save.
If there are multiple tasks in the protocol, you can assign them all at once by clicking on Tasks to Perform, then on Assign. However, tasks requiring file uploads or downloads can only be selected if those files have been uploaded or downloaded.
Notes:
The assigned employee will receive a notification, and this task will appear in their Altee account under the Assigned Tasks module.
If there are files to download or upload, these documents will appear in the employee’s profile under their Employee File. You can also make these files visible to the employee by toggling the Yes/No button.
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