AiFlo Help Docs
  • Welcome to Aiflo
  • Product Guides
  • Field Sales
    • Area
    • Route
    • Scheme
    • Product Price
    • Product
    • Customer
    • Announcement
    • Document
    • Today Plan
    • My Visits
    • Weekly Plan
    • Orders
    • Route Plan
    • Visit Report
    • Reports by Orders
    • Reports by Visit
    • Reports by Target
    • Add Customer from the Mobile App
    • Presentation in Mobile App
    • Tracking
    • Attendance Report
    • FSA-Payment Collection
  • CRM
    • Lead
    • Lead Activity
    • Opportunity
    • Opportunity Activity
    • Customer
    • Customer Activity
    • Contact
    • Quotation
      • Share Quotation through Email
    • Invoice
      • Share Invoice through Email
    • Purchase Order
    • Target
    • Marketing
      • Configure Email Campaign
      • Configure SMS Campaign
    • Sales Pipeline
      • Stages
    • Product
    • User Mapping
      • User Permission
    • Company
    • Company Activity
    • Company
    • Bulk Edit Lead
    • Bulk Edit Opportunity
    • Bulk Edit Customer, Contact and Company
    • CRM
    • Create Invoice
    • WhatsApp Campaign
    • CRM List
  • Employee Helpdesk
    • Create Ticket
    • Manage Ticket
    • Update Ticket
    • User Mapping
      • User Permission
    • Out Duty Request
    • Regularization Request
  • Recruitment and ATS
    • Candidate Requisition
    • Create and Manage Job
      • Add Job Image
    • Create and Manage Candidate
    • Job Tracker
      • Add candidates in the tracker
      • Recruiter can perform different action
        • Shortlist
        • Create HW test
        • HW submission reminder
        • Send HW test for review
        • Create technical test
        • Schedule Interview
        • Cancel Interview
        • Send offer approval
        • Send offer
        • Upload resignation
        • Upload documents
        • Update Profile
        • Shared JD
        • Move Candidate
        • Copy Job URL
        • Duplicate Out
        • Propose Candidate
        • On Hold
        • Move to Talent Bank
        • Reject
        • Psychometric Test
        • Psychometric Test Reminder
        • Technical Test Reminder
        • Quickbook TestQuickAppFlow
      • Bulk Edit and delete candidate
      • Other actions
    • Shortlist candidate for job post
    • Recruitment Setting
    • Create Examiner
    • Create Vendor
    • Publish Job Post to Vendors
    • Configure HW test templates for different job role
    • User Mapping
    • User Permission
    • Add Qualification
    • Add Location
    • Add Skill Type
    • Candidate Portal
    • Examiner Portal
    • My Dashboard
    • Recruiter Status Report
    • Timesheet
    • Emcareer Portal
  • Onboarding
    • Onboarding Process
      • Start Onboarding Process
    • User Mapping
    • User Permission
  • Employees
    • Create Employee
  • Planner
    • Create and Manage Plan
    • Add Plan Member and Create a Container
    • Create and Manage Task
    • Add Documents
    • Create and Manage Template and Template Task
    • Configure Setting
    • Reports
    • Permission Matrix
  • Offboarding
    • Start Offboarding Process
    • Resignation
    • Configure Offboarding Task
    • Offboarding Reason
    • Permission
      • User Mapping
      • User Permission
  • Timesheet
    • How fill up Timesheet
    • How to Approve Timesheet
    • How to Reject Timesheet
    • Timesheet Reports
    • How to view offboarded employee’s timesheet
  • Framework
    • Form Designer
    • Workflow Designer
    • AI Workflow
    • Create Workflow
    • Workflow to Send Notifications
  • Attendance
    • Aiflo Attendance Setup on Mobile
    • Attendance on Desktop
    • My Team Attendance
    • Regularization Request
    • OD Request
    • Geofencing
    • Shift Allocation
    • Report
  • User Management
    • New User Management
  • Employee Helpdesk From Mobile
    • Out Duty Request
    • Regularization Request
  • Leave From Mobile
  • Holiday From Mobile
  • Employee Profile
    • Tax Declaration
  • Employee Performance
    • Set Objective and Employee Self Rating.
    • Employee Performance-Manager Rating
    • Employee Performance-Second Level Manager Rating
  • Meeting Room
  • Expense
  • Payroll
    • Configure Salary Heads
    • Payroll Structure
    • Schedule and Run Payroll
  • Project Management
    • Configure Project
    • Resource Allocation
    • PM Setting
  • Policy Document
  • Organization Chart
  • E-Directory
  • Admin Settings
  • Org Event
  • Holiday
  • Helpdesk
    • Manage Ticket.
    • Update Ticket
    • Users
    • Permission
    • Asset
      • Asset Type
      • Asset Category
      • Asset Inventory
      • Asset Search
      • Replenishment
    • Customer Portal
      • How Customer User raise a Ticket
      • Invoice and Quotation
  • Asset Management
    • Asset Type
    • Asset Inventory
    • Asset Category
    • Asset Search
    • Replenishment
Powered by GitBook
On this page
  • Add Offer
  • Configure Onboarding Task
  • Edit Onboarding Task
  • Delete Onboarding Task
  • View Onboarding Task
  1. Onboarding

Onboarding Process

The onboarding process, often referred to as employee onboarding or new hire onboarding, is the systematic and comprehensive procedure that an organization follows to integrate new employees.

Add Offer

You can give job offer to candidates

Go to Offered Candidate

Click on +New button to add offer

Enter all details of candidate and offered post and click on Save button

A New Job Offer added at the top

Click on Candidate Name to view details

Details of candidate and his onboarding task is shown details page

Configure Onboarding Task

You can create onboarding task and assign that task to individual or any team. You can assign due date On joining date, Before joining date or After joining date

Go to Task Config

Click on +Task button to add new task

Enter all details of task and click o Save button

A New task added at the top

Edit Onboarding Task

You can choose to edit the onboarding task that you have created.

To edit onboarding task

Make the necessary changes and click Save

Delete Onboarding Task

Onboarding Task once added can be deleted if no longer necessary

To delete onboarding task

Give your confirmation in the popup and the record will be deleted

View Onboarding Task

You can choose to view the onboarding task that you have created.

To view onboarding task

You can see all details of onboarding task

PreviousOnboardingNextStart Onboarding Process

Last updated 11 months ago

PreviousOnboardingNextStart Onboarding Process