How to activate the onboarding workflow for a new joiner?

Important

HR Admin access required

How to activate the onboarding workflow for a new joiner.png

Step by Step Guide

  1. Log in to your Yomly account using your dedicated business URL
  2. Go to the MAIN MENU > EMPLOYEE > VIEW
  3. Type the new joiner's name in the search field
  4. Click 'View' to open the profile
  5. Locate the 'Account' tab and look for the field 'Run workflow'
  6. Select 'Onboarding' from the dropdown
  7. Enter the new joiner's start date
  8. Click 'Run'

NOTE: The assigned team members will see the onboarding tasks in their ‘Tasks’ page for them to action or complete.

 

 

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