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How to Perform an Onboarding or Offboarding Protocol Task?

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What Are Onboarding and Offboarding Protocols?

Altee offers Onboarding Protocol (integration process) and Offboarding Protocol (departure process) options. These protocols are designed to facilitate the onboarding or departure of an employee within a company.

If a manager assigns you an onboarding or offboarding protocol task, you will receive a notification.

Steps to Follow:

To perform this task:

  • Click on your notification bar and then on the assigned task.
  • Alternatively, go directly to Assigned Tasks. Next, select a task and click on Perform.
  • Follow the instructions to complete the task, and when you are finished, click on Complete.
  • Once the task is completed, you will receive a notification confirming its successful completion, and the task status will change to completed.

Notes:

  • Your manager may configure different types of expected outcomes to ensure the task is properly completed. Depending on the expected outcome, it could involve a simple validation, document submission, upload request, signature request, or a response. Simply follow the instructions and click Complete when done.
  • Feel free to use the filters at the top of the page to simplify your search. After selecting one or more filters, click Apply.

     

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