Create onboarding templates

Jean-Simon Bolduc
Jean-Simon Bolduc
  • Updated

1. Go to the "Admin > Human Resources > Onboarding/Offboarding > Template Management" section.

2. Select the "Onboarding" template type.



In order to create a new template, it is important to select the choice "-New template-" in the "Template" drop-down menu.


3. Give your new template a name in the "Template Name" field.

4. Select the "Duration" of the normal time frame for completion of the onboarding process. For more information on the definition of "Duration", refer to the article Onboarding - Definition of "Duration".

5. After that, you need to link tasks to the template. To do this, click on "Add".



In order to save time when creating a new template, it is possible to copy an existing template by using the "Use an existing template" function. Afterwards, it is possible to adjust this list by adding or removing tasks or by modifying the persons in charge to create the new template.


6. A window will appear, select the task to add and the desired order of this task in the list.

7. Click on "Add".



The task will be added to the list without any particular visual distinction, it is important to save the template.


8. Then select the person responsible for the task.

9. Click on "Save".


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