How to see details, duplicate & delete onboarding process (Onboarding Module)

This is a step-by-step guide on how to see details, duplicate & delete onboarding process in Onboarding Module

1. At HR Lounge, click on Onboarding (new) menu.

2. At Process page, click on See details button to see the whole details and setting for the onboarding process.

3. You will see the details, and if the onboarding process need to be edit, you can edit from this page as well.

4. Click on 'X' to exit from the page and go back to Process page.

To duplicate existing Onboarding Process to new process

5. Click on Duplicate button to duplicate the process.

6. Once you click on Duplicate button, the new Onboarding Process will created following all the setting from the existing Onboarding Process you duplicate. You may edit the Process Name and the task by click on See Details button.

To delete the Onboarding Process

7. Click on Delete button to delete the onboarding process.

8. Click on Delete button to confirm deletion.

Need Assistance?

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