Onboarding module
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      How to work with employee onboarding

      Understand how to use Huma for employee onboarding, create and edit templates, assign tasks and add due date.

      What is onboarding in Huma?

      Save time by delegating tasks to responsible people. Huma will follow up and make sure the new hire gets off to a great start!

      The onboarding module helps you standardize and automate processes to save time and ensure your tasks are done at the right time and by the right person.

      This is how you add a new template 

      To create a new template without linking it to a specific new hire

      1. Go to the Onboarding module
      2. Navigte to "Templates" in top menu
      3. Click "Add onboarding template"
      4. Modify template by adding name and tasks
        1. You can add tasks with a due date and assign a responsible person
      5. The template will auto save and you can always start an onboarding from the three dots at the top right corner > "Start onboarding for new or existing hire"
        1. You can always go back and edit an existing template. 

      Can I duplicate an onboarding template? 

      Yes, you can duplicate templates. 

      1. Go to the Onboarding module
      2. Navigate to "Templates"
      3. Click the three dots on the right side of an existing template
      4. Click "Duplicate"
      5. Edit the name of the new template and start modifying the template

      How to edit an existing template

      1. Go to the Onboarding module
      2. Navigate to "Templates"
      3. Click on the template you want to edit
      4. Start modifying the new template
        1. Add or remove tasks
        2. Adjust due dates and/or responsible person

      Please note that already started onboarding processes will not be affected by changes to the template, only future onboarding processes will be affected.

      How to start an onboarding

      1. Go to the Onboarding module
      2. Navigate to "In progress" and click "New onboarding"
      3. Add new hire og choose an already existing user
        1. Add the required information about the new hire 
        2. Or choose an existing person from the employee list 
      4. Select the template you want to use for this particular person
      5. Press "Continue"
        1. You will now see an overview of the different tasks, due dates and responsible. You can modify, add or remove tasks if that is required for this particular onboarding
      1. Click "Start Onboarding"
        1. You will need to confirm and also choose if the new hire should be invited immediately or not

      This is how you view the status of ongoing onboarding processes

      1. Go to the Onboarding module
      • You now see an overview of the employees being onboarded
        • The employee name
        • The progress in percentage
        • The first workday
      • If you want to look closer at a specific employees onboarding status, click the name om the employee and you will see a detailed overview

      All users can edit any task they are responsible for/assigned, without having a specific role. And they will receive notifications (email/push) from Huma as well based on their preferences.

      Who has access to the onboarding overview?

      Like all modules in Huma, the onboarding module is role- and access-controlled. This means you see what you are supposed to see. 

      Users with the Onboarding permission in a User Role can create, manage, and view onboarding processes for new hires they are responsible for.

      For example:

      • A manager for the Oslo location can create, view, and manage all onboarding processes and tasks for new hires in Oslo.
      • A manager with organization-wide access can create, view, and manage onboarding processes for new hires across all teams and locations.

      In a addition to that the Users permission in a System role can:

      • Start and manage onboarding.
      • See all ongoing onboarding processes and connected tasks

      Who can create and manage onboarding templates?

      • Users with a "System role" with "Full access to onboarding, offboarding and processes" can add, update and delete templates.
      • Users with a "System role" with "Full access to Users" can start, manage and delete onboarding, offboardings and processes.
      • Users with a "User role" with "Full access to on- and offboarding" can start, archive and delete on- and offboarding for members. 

      Who receives notifications?

      If you are assigned a task, you will receive a notification.

      How many onboardings can be started?

      In Huma Enterprise, you can start as many onboardings as you want and create multiple templates. In the Business package, there are some limitations.