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Onboarding templates in Settings - HR Records

Onboarding Templates

Purpose

The Onboarding Templates screen is used to create and manage standardized employee onboarding processes within Thulo HRMS.

An onboarding template serves as a predefined checklist of tasks, activities, and requirements that must be completed when a new employee joins the organization. These templates help ensure a consistent onboarding experience, improve employee readiness, and reduce the risk of missing important onboarding steps.

The templates created here are used in the Employee Onboarding Management screen when assigning onboarding activities to newly hired employees.

Create

To create a new onboarding template:

  1. Navigate to HR Records → Onboarding Templates.

  2. Click Add New Template.

  3. Enter the template name.

  4. Add the onboarding tasks, activities, or admission criteria that should be completed for new employees.

  5. Arrange the tasks in the desired sequence.

  6. Save the template.

The template will become available for use when creating employee onboarding plans.

Example

A standard onboarding template may include:

  • Submit personal documents

  • Sign employment contract

  • Receive company ID card

  • Complete system account setup

  • Attend orientation session

  • Review company policies

  • Complete department introduction

Edit

To modify an existing onboarding template:

  1. Navigate to HR Records → Onboarding Templates.

  2. Locate the template you want to update.

  3. Click Edit.

  4. Add, remove, or update onboarding tasks as required.

  5. Save the changes.

Updates will be available for future onboarding assignments created from the template.

Delete

To remove an onboarding template:

  1. Navigate to HR Records → Onboarding Templates.

  2. Locate the template.

  3. Click Delete.

  4. Confirm the deletion.

Warning

Deleting a template does not automatically remove onboarding records that have already been assigned to employees.

Export

If export functionality is enabled:

  1. Open the Onboarding Templates screen.

  2. Click Export.

  3. Select the desired export format.

  4. Download the generated file.

Exported data can be used for documentation, audits, or onboarding process reviews.

Field Descriptions

Field Description
Template Name Name of the onboarding process template.
Onboarding Tasks List of onboarding activities, requirements, or admission criteria that must be completed.
Sequence / Order Defines the order in which onboarding tasks should be performed.
Description (if available) Additional details or instructions for the onboarding process.

Important Notes

  • Onboarding Templates provide a reusable framework for welcoming and preparing new employees.

  • Templates help standardize onboarding procedures across departments and locations.

  • Multiple onboarding templates can be created for different employee roles, departments, or employment types.

  • Templates are used by the Employee Onboarding Management screen when assigning onboarding activities to employees.

  • Changes made to a template generally apply to future onboarding assignments and may not affect onboarding processes that are already in progress.

  • Organizations are encouraged to review onboarding templates regularly to ensure compliance with current company policies and procedures.

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