Table of Contents
- Archive an onboarding
- Reactivate an archived onboarding
- Delete an archived onboarding
- Where to find archived onboardings
Archive an onboarding
To archive an onboarding in Huma means to move the onboarding process for a specific employee or group out of the active or ongoing list, storing it as a completed or inactive record. This does not delete the data permanently. Archived onboardings can still be accessed for reference or reporting, but they are no longer visible in the active onboarding dashboard.
To archive an onboarding you must have a "System or User Role with Full access to Onboarding".
- Go to “Onboarding module”
- Navigate to “Active”
- Click on the "three dots" located to the right of the onboarding in the list, or within the spesific onboarding with the "three dots" located at the top right corner.
- Select “Archive” and the onboarding will then move to “Archive”
- Uncompleted task will remain uncompleted, assigned and available to the assignee
- Users with "System role with Full Access to Onboarding", will have access to all archived onboardings.
- Users with "User role with Full Access to Onboarding", will have access to archived onboardings for the group they have permission over.
- If you add a task to an 'Archived Onboarding' the assignee will still receive the task, and it will be shown on their dashboard.
Reactivate an archived onboarding
To reactivate an archived onboarding you must have a "System or User Role with Full access to Onboarding".
You can always reactivate an "Archived onboarding"
- Go to “Onboarding module”
- Navigate to the "Archive tab”
- Click on the "three dots" located to the right of the archived onboarding and "Reactivate"
- You can also reactivate the archived onboarding within the spesific onboarding.
Navigate to the onboarding, click the "three dots" in the top right corner and "Reactivate".
- Click "Reactivate"
- The onboarding will then move to "Active"
- Task will still be available for the assigned users.
Delete an archived onboarding
To delete an archived onboarding you must have a "System or User Role with Full access to Onboarding".
You can always delete an "Archived onboarding"
- Go to “Onboarding module”
- Navigate to the "Archive tab”
- Click on the "three dots" located to the right of the archived onboarding and "delete"
- You can also delete the archived onboarding within the spesific onboarding.
Navigate to the onboarding, click the "three dots" in the top right corner and "Delete".
- The onboarding will then be deleted, and it´s tasks.
- Deleted archived onboardings cannot be restored.
Where to find my archived onboardings
Users with a "System or User role with Full Access to Onboarding" can always view archived onboardings for the users they are granted access over.
To find your archived process you need to
- Go to “Onboarding module”
- Navigate to “Archive”
- A list of your "Archived onboardings" will be listed.
