Once all your configuration are complete (Company Settings and Positions) you are ready to start onboarding workers within your Xemplo platform. Within this step, you will learn how to onboard Workers within Xemplo and what the full onboarding experience looks like for the worker.
The onboarding feature allows you to automate the onboarding process of a new worker based on the position configuration selected, providing them a portal to do it all.
Watch the following video below to understand how to onboard workers within Xemplo. Once done, you will have a checklist you can follow below to ensure that everything is ready for onboarding workers.
Implementing Onboarding Checklist
1. Create a test worker profile to test the onboarding process. Make sure to use an email & mobile you can access to ensure that you receive the invitation email and set a password for the test worker.
2. Key things to review after generating the worker onboarding:
- Contract merge fields are filled in correctly with the provided information. If further edits needs to be applied. Cancel the onboarding under the HR Tab, apply the change to the contract template and onboard the same test worker created previously (via Existing Worker).
3. Go through the onboarding as the worker to ensure you are across the steps they go through incase the worker comes back with any questions.
Additional Resources
Xemplo article: Getting started with onboarding
Xemplo article: Create onboarding
Xemplo article: Onboarding status
Xemplo article: Onboarding report
Xemplo article: HR guide to onboarding
Xemplo article: Approving an onboarding
Next Steps
Once you are ready to onboard new workers, you are ready to finish your implementation of the Xemplo HR Module. However, there are other supporting features throughout the Xemplo platform that will allow you to further enhance your HR Workforce outside of this lean configuration series.
For more information on other features, visit our help centre where we have all of Xemplo feature how-to's and new feature announced.
Thank you for going through our Introduction to the Implementing Xemplo HR Module Series. We hope you found it useful. If you have any questions or want more information on this topic, feel free to reach out at support@xemplo.com.