What is Operations in Onboarding Service?

What can be done in Onboarding Service Operations?

1. Candidate Onboarding Reports
2. Employee Onboarding Reports
   
3. Candidate Onboarding Records
   

Employee/User Onboarding Process Steps

1. Define the Candidate and Employee onboarding flow for your organization in Settings > Onboarding, refer to Onboarding - Flows.
   
2. Go to Operations > Onboarding and do the following steps.
   
3. Invite and trigger the Candidate Onboarding process for candidates who have been selected for your organization to collect essential details from them and to release offer letters.
4. Check and complete the checklist to ensure that the candidate has provided all the necessary information (optional).
5. Upon completion of their onboarding process, convert them to Employee or Employee Profiles. Once converted, the record will be added to the Employee Information service.
   
   

   Employees are users who will have access to Zoho People, while Employee Profiles will be added as records without access to Zoho People.
   
6. Navigate to the Operations > Employee Information tab, select the record of newly added employees, and click Trigger Onboarding to initiate the Employee Onboarding process.
   
   

   You can enable Automatically initiate onboarding process in onboarding settings to automatically initiate the employee onboarding for your new hire based on their date of joining.
Upon initiation, based on their date of joining and designation, the Employee Onboarding process will begin. The date of joining is mandatory to initiate Employee Onboarding. You can click on the employee record and define their date of joining.