We see solutions where others see problems

Help articles, set up guides, tips and resources to help you make the most of schoox
Follow

Setting up your Onboarding Plan

When a new employee starts working assign training and managing the workflow can be a difficult thing to do. Onboarding module in schoox allows administrators to design the training schedule for all new employees as well as for employees that changed jobs in the company.

Onboarding allows administrators to design and execute the training process as well as monitor the employees’ progress.

The first thing that is required to do is create a new onboarding profile. To do that the admin must go to the admin panel by clicking on the Admin tab on the top menu.

Then select the “Onboardings” tab from the left panel and click on the “List” sub tab.

onboarding_tab.png

In the new page the user can start building the new onboarding profile or check any existing profiles.

onboarding_profiles.png

 

Create Onboarding Profile

In order to create a new onboarding profile, the admin needs to select the job, the above units and the units that the new onboarding profile will be applied when executed.

create_onboarding.png

  1. First click the Select button and a popup window will appear allowing to select the job, the above units and the units.
  2. Enter the Profile Name
  3. Select the time unit. It can be either days or weeks.
  4. Set the duration. If you have chosen days as a time unit and the duration is 5 this means that the employees will receive a training plan for 5 days where you will be able to set training per day. If the time units are weeks then a duration of 5 will imply that the training will last for 5 weeks and training can be set per week.
  5. Select whether the onboarding profile will be applied to employees that have a job change or they are new hires. You can set the hiring date so that the profile will be applied to the new hires after the selected date.
  6. Click on the Create button to have the new profile created.

 

Manage the Onboarding Profile

Once the new profile is created it will appear in the list of all onboarding profiles. It is inactive as the admin needs to activate it once the training is scheduled in the profile. The following image presents what the new profile looks like in the list.

new_profile.png

The admin can click on the “Open” button to start creating the training plan, on the “Edit” button to edit the profile’s parameters, the “Delete” button to delete the profile and the “On/Off” Switch to activate or deactivate the profile.

Clicking the “Open” button will expand the days or weeks to set training for each one. It depends on the time units set and the duration you entered while creating the profile.

open_profile.png

The profile in this example has a duration of 5 days, so once clicking the “Open” button the Plan will expand starting on Day 1 till Day 6.

The admin can click on the + sign under each Day Number to select the training that will be set for this day. So if the admin click the + sign under Day 1 then 4 options are presented.

click__.png1. Add Course

Clicking the Add Course option will allow the admin to set the duration for the course training and then select the course. The courses can be filtered based on Jobs or Skills as long as the correlation has been set in the Skill Management Module.

Select_Course.png

Once a course is selected, a Save button will appear and the admin will be able to add the course in the day selected.

A new line will be created under the Days plan with the new course and its duration. The admin will be able to modify the course by clicking on the icon as presented below:

new_course_line.png2. Add Curriculum

Clicking the Add Curriculum option will allow the admin to set the duration for the curriculum training and then select the Curriculum. Once a curriculum is selected, a Save button will appear and the admin will be able to add the Curriculum in the day selected.

A new line will be created under the Days plan with the new Curriculum and its duration. The admin will be able to modify the Curriculum by clicking on the icon as presented below:

new_curriculum_line.png

3. Add Message

Clicking the Add Message option will allow the admin to set a message that will be delivered via email to the employee. The admin is able to set the day (or week) the message will be sent, the body of the message and who will be the sender from a list (only admins presented).

new_message.png4. Add Assessment

Clicking the Add Assessment option will allow the admin to set the skills that need to be assessed the day (or week) selected. The admin will select the skills (it is required to have the skills created in the Skills Management Module) to be assessed and then select the assessor. The Heads of the Above Units that have permission to Assess Employees Performance will be presented in the list.

new_assessment.png

Once the training plan for the onboarding profile has been designed, the admin can activate the profile. All current employees that need to receive the training will be included.

 

To find out how to monitor your Onboarding Process check the Monitoring the Onboarding Process

 

Was this article helpful?
0 out of 0 found this helpful
Powered by Zendesk