Create and configure an onboarding process

Created by Felixe Sergerie-Dostie, Modified on Wed, 28 Aug, 2024 at 11:23 PM by Felixe Sergerie-Dostie

Click on the icon located above this line to open this article in your browser.

The article concerns the following role(s):
MHR

The article requires the following module(s):
N/A

Before starting:

Click here to access this page:
(LIEN)

 On WEB application: 
On mobile application: 

1. Click on the cog-wheel.

2. Click on the "Onboarding" module.

3. Click on "Manage Types" and "New Process".

4. Fill in the form.

5. Click on "Processes Configuration".

6. Select the process in the drop-down list.

7. Click on the arrow of the sequence you wish to edit.

8. Add the actions you want by clicking on "New action":
Document: View and sign a document (PDF) 
Form: Fill in a list of fields
Control List: Complete a control list (checklist)
Notification: Send a notification via email
Document Uploading: Request document submision to employee's document center

9. Fill in the form.

10. Save.

Sorry, the functionality is not available on the mobile application. 

If it is a process use to invite employees to register to Cangaroo HR, click on "Add Cangaroo HR pre-hiring actions" at the top of the screen.