How to Reset Onboarding for a New Employee

NOTE:

Onboarding can be reset at any stage, even if it has been completed.

To reset the onboarding process for a new employee, follow these steps:

In the HR Lounge, click on Onboarding.
On the Dashboard, search for the employee’s name under the New Joiner Onboarding List.
Click on the "..." icon and select Reset Onboarding from the dropdown menu.

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Click on the Reset icon.

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NOTE:

Once the HR Admin has reset the onboarding, all previously entered data by the employee will be replaced only if:

The HR Admin clicks Start, selects the onboarding process, and sets the roles (Set Roles) after resetting the onboarding. If this step is skipped, the new joiner will not have any onboarding tasks assigned in their profile.

(Refer to the sample screenshot below.)

NOTE:

The previous information will remain until the new data is entered by the new joiner. Additionally, all columns must be completed and verified for the new information to replace the old data correctly.

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.