Onboard Employee - ONE-F-M/one_fm GitHub Wiki

Workflows

• Inform Applicant
• Applicant Attended
• Work Contract
• Duty Commencement
• Bank Account
• Mobile App Enrolment
• Completed
• Cancelled

Inform Applicant

The Onboarding Officer needs to inform applicant about the orientation program. Set Location and Orientation On to inform applicant, by the action Inform Applicant it will send an email to the applicant with the details of orientation program.

Applicant Attended

When applicant attended the orientation program, The onboarding Officer will mark as Applicant Attended by using the action. It will update the details of attendance in Onboard Employee document

Work Contract

After marking Applicant Attended, the Onboarding Officer will have an option to create Work Contract. On the Work Contract action it will create a work contract if the applicant informed and attended the orientation

Duty Commencement

The onboarding officer can create Duty Commencement from Onboarding Employee if the Work Contract status is any of this "Applicant Signed", "Submitted to Legal", "Send to Authorised Signatory", "Awaiting Employee Received Copy" or "Completed".

Create Employee

The onboarding officer can create Employee from the Onboard Employee record if the Duty Commencement status is "Applicant Signed and Uploaded" and there is no reference of employee in the Onboard Employee record. Leave Policy, Reports To and Job Offer are mandatory to create Employee from Onboard Employee. While creating employee user id and employee id creates automatically, if we configured in HR and Payroll Additional Settings. If company email provided in the onboarding employee record, then it will be set to the employee. On creation of employee it will check if the user id is created and marked in the Onboard Employee record as User Created. After Employee record creation from onboard employee record it will update the employee reference in onboard employee and duty commencement.

Create User

The Onboarding Officer can create User Id for the Employee referenced in the Onboard Employee record, if User Created is not set.

Auto Create User from Employee record

User will be created right after the employee is created if we configured in HR and Payroll Additional Settings. If company email exist in employee record it will create user id with the company email, if not exist the company email system will create a user id with the employee id

Auto Create Employee Id and set to Employee record

Employee id in employee record will be created right after the employee is created if we configured in HR and Payroll Additional Settings.