Challenge
The onboarding of new employees and the offboarding of departing staff are often complex and prone to errors. Without a structured system, these processes can lead to inefficiencies, overlooked tasks, and delays. HR departments and managers struggle to track task completion, negatively impacting both employee experience and overall workflow organization.
Solution
We have designed an application that streamlines onboarding and offboarding processes within organizations. This application provides comprehensive tools for task and process management, ensuring smooth transitions for both new hires and departing employees.
Key Features
- Process Management Dashboard: View and filter all onboarding and offboarding processes, with the ability to switch between task and process views.
- Task Management List: Filter and update tasks across different processes, with customizable views.
- Process Creation: Initiate onboarding or offboarding processes using detailed forms, allowing employee data entry and document attachments.
- Employee Task List: Monitor and manage all tasks related to a specific employee within a given process, with options to edit, assign, or add tasks.
- Default Task Management: Customize default tasks assigned during onboarding/offboarding, including task types, responsible individuals, and order of execution.
Use Cases
Onboarding New Employees
- HR teams create and manage onboarding processes, including employee details, start date, assigned manager, and job position.
- Managers track progress to ensure key tasks like workspace setup and software access are completed.
Offboarding Departing Employees
- HR teams initiate offboarding, selecting the departing employee, defining their last working day, and attaching relevant documents.
- The application ensures tracking of essential tasks such as access revocation and company asset returns.
Task Management
- Users can view, filter, and manage tasks across multiple processes.
- Tasks can be reassigned or updated directly within the app, improving process efficiency.
Business Benefits
By implementing this application, organizations can minimize errors, enhance process efficiency, and improve the experience for both new and departing employees. HR teams and managers gain a powerful tool for streamlined task management and greater process transparency.
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