How do I onboard a new employee?
Add the person; their file starts a First day list by itself. Tick steps as you go. When they leave, a Last day list starts the same way.
Add the person under Employees. Their file starts a First day list by itself: contract, tax forms, payroll details, app invite, cards, equipment and safety training. Tick each step as you go. When they leave, a Last day list starts the same way.
Also called: onboarding, offboarding, new hire checklist, first day, last day, accueil, intégration, embauche, départ, liste de vérification
Step 1: Add the person
Go to Employees and click Add an employee. Step 1 asks who they are: name, Job title, Department, Work email, Personal email and phone. Only the name is required. Step 2 is the job: say if they are an Employee or a Supervisor, pick their Supervisor (only supervisors are listed), and choose Hourly or Fixed annual salary. Only hourly people get a timesheet. Under App access, Invite by email sends them an invitation (Not now skips it). Below it, pick what they can do in the app. No access is picked for you: as an employee they get only My space, nothing of the business. Pick Technician, Office or another role only if they need more. Step 3 takes the address, Birthday and emergency contact.
Click: Employees › Add an employee
Step 2: Follow the First day list
Open their file. First day shows each step and how many are done. Tick a step when it's done. Steps marked Ticks itself check off on their own: the contract once they sign it in the app, the invite once they sign in, and the cards once you add one. Add your own step at the bottom with Add a step. Hover a step to remove it (with Undo).
Step 3: The Last day list
When the person leaves, open their file and click ⋯ › End employment, pick the Departure date and the Reason for leaving, then Confirm. A Last day list starts: get the equipment back, last pay with vacation pay, the Record of Employment (ROE), remove their app access and delete their identity papers. The last two tick themselves.
Click: the person › ⋯ › End employment › Confirm
Good to know
Once every step is done, the list folds to one line, All done. Click Show the steps to see it again.
The steps show in the language you read the app in.
You can ask Ask Alori: "Add Luis Moreno, technician in Service, reporting to Marc", "What's left on Julie's first day?" or "Tick the tax forms for Julie."
If it doesn't work
You don't see First day. The list starts by itself for people added from now on, and for anyone who leaves.
A Ticks itself step stays unticked. Check what it waits for: a signed contract, a login, a card.