This is a step-by-step guide on how to create a new onboarding process and setup period & roles in Onboarding Module
Login to your BrioHR account:
1. At HR Lounge, click on Onboarding (new) menu.
2. At Process page, click on +New process button to create new onboarding process.
3. Key in Process Name for the Onboarding Process.
4. Click on Continue button to proceed to the next step.
To setup Period & Roles
5. At Period & Roles section, decide the period to initiate the onboarding process either by month(s), week(s), or day(s) before the join date.
6. Then, craft the content that the new joiner will see during their first log in.
You can choose to craft the content either by Video, Photo or Message.
7. Scroll down until you see Configure roles part, decide the role that will involve in this onboarding process.
8. Choose the role by tick on the checkbox, you can choose the specific person for each of the role or it can be assign later during the Set roles task after you start the onboarding for the new joiner.
Definition of each roles:
- HR - Human Resource Executive/Manager of the organization.
- Director - A top-level leader responsible for making decisions and guiding the overall direction of the organization.
- Head of Department - A senior manager who oversees a specific area or team within the company, ensuring its smooth operation and achievement of goals.
- Buddy - A friendly colleague who helps new employee adapt to their workplace, answering questions and providing support.
- Mentor - An experienced professional who guides and advises a less experienced person, helping them develop skills and achieve their career goals.
9. If there are additional role need to be involve in the process, you can custom the role by click on +Add Role.
10. Key in Role name, example as below: IT Admin, then you can choose specific employee for this role.
11. Click on Save button to save the Onboarding process.
Need Assistance?
If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.