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How to Set Up Employee Onboarding

Article author
Learning Center Mekari
  • Updated

If you are a Super Admin and forgot to or have not performed onboarding after an employee has been granted access to Talenta, you can perform the Set Onboarding action. With this action, new employees who have been granted access to Talenta will be able to start the onboarding process.

Important
The Set onboarding feature only appears when the employee's join date is later than the deployment date.

The following are the steps to perform Set Onboarding in Talenta.

A. Set Up Onboarding Individually

  1. Go to the Employees menu, then select Onboarding.

  2. You will be directed to the Onboarding page. This page stores all history of new employees who have been invited to Talenta and onboarding history. Find the name of the employee for whom you want to set up onboarding, then click the “Not set up” tab.
     

  3. Click “Actions” for the list of new employees who have not been set up for onboarding, then click Set up onboarding.

    If the list is still empty, make sure you have invited the employee to use Talenta. Learn the guide here.

    Important
    - The Onboarding “Set up” tab stores all onboarding history with various statuses: Not started, In progress, and Completed.
    - The Start onboard option is only available for employees with the Not started status.

  4. A pop-up will appear. Click “Set.”

  5. The employee will then be moved to the list in the “Set up” tab.

B. Set Up Onboarding in Bulk

In addition to setting up onboarding individually, you can also do so in bulk (bulk). To do so, follow these steps.

  1. Go to the "Employees" menu, then select Onboarding.

  2. You will be directed to the Onboarding page. This page stores all history of new employees who have been invited to Talenta and onboarding history. Then, click the “Set up” tab.

  3. Check the names of the employees whose onboarding you want to process, then click “Actions”, and select Set up onboarding.

  4. A pop-up will appear. Click “Set up".

  5. The employees will then be moved to the “Set up” tab with the Not started status.

This is the guide on how to set up onboarding if you have not onboarded employees after inviting them to Talenta. Next, you can learn how to manage the details of Onboarding Tasks, Forms, Documents, and Work locations here.