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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. Moreover, users with managerial jobs with Reporting permission enabled have now access to the Onboarding Dashboard in order to be able to track the progress of the users under their org structure.

The first thing that is required to do is create a new onboarding profile. To do so, you, as an Admin of the academy, 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 “Onboarding Profiles” sub tab.

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

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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 should be applied to, when executed.

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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 new hires or to employees that have a job change. You can set the hiring date so that the profile will be applied to the new hires after the selected date. 

Please note:

- You can define for how long (in days) an employee is considered as new hire through the advanced settings of your academy.

- You have the option to set up an Onboarding plan with future dates (e.g. Employees hired from 01/01/2022). However, these plans will be always off until the hiring date comes.

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.

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The Admin can click on the:

  • Open button to start creating the training plan
  • Edit button to edit the profile’s parameters
  • Delete button to delete the profile
  • 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.

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The profile in this example has a duration of 7 days, so once clicking the “Open” button the Plan will expand starting on Day 1 till Day 8.

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 clicks the + sign under Day 1, 4 different options will be presented.

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1. 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.png

2. 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) that the message will be sent, the body of the message and who will be the sender of the email.

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Please note:

The "Sender" dropdown list is populated with the role of the Admin as well as the roles of the Managers that:
- are directly associated with the users included in the onboarding profile and 
- have the Send Announcement permission enabled

4. 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. When the onboarding criteria are met the user will have to be assessed on the given day on the skillset that is set in the onboarding profile.

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 be assigned with the training will be included in the profile.

Read also: Monitoring the Onboarding process

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