In this guide we will give you a run-through of the functions that are accessible through Processes on the employee data card.
Ongoing processes
To see which processes are affiliated with an employee, click on the menu option Processes on the employee's data card. At the top of the page you can switch between Ongoing and Archived Processes. The platform allows you to change the view of processes to a calendar view.
The box All tasks shows the employee any assignments they need to attend to. When clicking on the information icon "i", all details related to the task will appear (see the example below). Once the task has been completed, the employee can check the box next to the task.
You can edit an ongoing process by activating the slider next to Edit which you will find above the box All tasks. Once the function Edit is activated, you can switch around the steps of the ongoing process.
If the employee has any attached processes, you will find them on the right side of the box All tasks. From here you can see the duration of the process as well as the various steps of the process. Additionally, you can add more tasks as well as edit or delete any existing tasks.
How to attach a process
You can attach a process to an employee in two ways. Either you go to an employee's data card and then to the menu option Processes, or you can access Processes through the main menu in HR-ON Staff. After that the steps are the same, and these will be covered below the picture:
When you click on Attach process you are presented with different process templates to choose from. Next, you decide on a deadline. For preboarding processes, the deadline will usually be the date of the employee's first workday. Learn more about process templates here: Create a process template.
Once this is done, you can adjust the template by deleting, editing or adding tasks. Any changes to the template will only affect this specific process - the original process template will remain unchanged on the platform.
When the process template is ready, you click on Attach process to employees. When doing so, the platform will automatically assign tasks and send out e-mails and notifications depending on how your process it set up.
Learn more in the guide: Attach process template.
This entry has shown you how to get an overview of the processes and assignments affiliated with a specific employee. It has also shown you how to assign a new process to an employee.