Onboarding & Offboarding

this feature is currently in alpha be one of the first customers to try it! please share any feedback with the charthop team how to setup a alpha feature contact charthop support or your csm if you have one they can activate the feature for you read below for setup instructions and context on how the feature will work during the early access period, this feature is availible to all customers after the early access period, this feature will become part of charthop's hris module contact the charthop team if you would like to add the hris module this feature introduced 2 new pages under people ops tools onboarding offboarding onboarding & offboarding pages onboarding pre boarding configure a data sheet of all people who are currently in pre boarding onboarding configure a data sheet of all people who are currently onboarding match new hires if new hires imported from your ats are not matched to jobs, they will show up here offboarding configure a data sheet of all people who are currently in offboarding setting up monitoring every organization has a different criteria for what they want to track during their pre boarding, onboarding & onboarding process how to set up monitoring in the filter box, set the criteria for the people who should be considered to be in that stage examples startdateorg>=today 90 will show all the people who started in the last 90 days onboardingstatus="in progress" will show all the people who have the custom field onboardingstatus listed as in progress is\ departing will show all the people who are leaving the organization, but have not yet passed their end date in select columns, select all the charthop fields that are relevant to your onboarding process for example basic information like their contact information or who their onboarding buddy is required infomration llike documents that need to be uploaded or forms that need to be submitted click view on data sheet to view an overview of your pre boarding, onboarding and offboarding process to get a jumpstart on setting up custom fields you can use the onboarding monitoring bundle onboarding & offboarding tasks using automated actions docid 6k2uhp22mlgnhaovzq0yx , you can send onboarding and offboarding tasks setting up tasks create an action and within the action, select category > onboarding or offboarding set an appropriate automated actions docid 6k2uhp22mlgnhaovzq0yx for your action create a send task action step and fill in the relevant details when sent, these tasks will be categorized as either onboarding or offboarding and can be filtered within the tasks page on the profile