This article details how to setup managers, teams, and tasks for the use of assigning employee onboarding tasks though out the business.


The functionality described within this article is available in the PRO version of ClockOn.


This article contains the following items; 

  1. Managers
  2. Teams
  3. Onboarding Checklists
  4. Assigning Checklist Tasks

Managers

Employees can be assigned a primary and secondary manager within the system. This allows for the direction of items such as the advisement and actionability of employee leave request, and the assignment of tasks as also detailed within this article.


The option to set this is included when adding employees into the system, but can be updated from the Employee > Groups tab.


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Teams

The Teams feature is used to create groups of employees that are responsible for tasks.


New teams can be created from the "HR" > "Team Configuration" menu item.


And using the Add Team button


The next step is to link the Employees to a team, this is done from the Employee > Groups screen.


The use of Teams and employee linkages is an optional item, and it may not suit to have every employee to be assigned to a team. A use case for where this feature is useful is when allocating tasks for onboarding new staff.


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Onboarding Checklists

The "Onboarding Checklists" feature allow tasks to be assigned to the stakeholders for the new hire, these may include the employee's manager\s, teams, and the new hire.


To create a checklist use the HR > Onboarding Checklists menu item


Then use the Actions button to all new tasks to the list.

An example of a task name maybe "New Starter".


With this created, the next step is to assign task items. the item list can be accessed by clicking on the checklist item or by using the Options > Edit selection.


And then using the Actions > + Add Task button.

 This will present the following options


From here you can set the task item's 

  1. Name (mandatory)
  2. Notes - To be displayed to the recipient (mandatory)
  3. Who will receive this task?
  4. Assign a team to this task
  5. Due Date
When creating the task you will be required to indicate who will be assigned to this task. This may be a combination of the new employee, their assigned manager(s), and\or a set team. At least one of these will need to be set.


Some examples of tasks that may be added to this screen may be 

  1. A manager task to advise their team on the new starter,
  2. A manager\employee task to complete the employee induction process,
  3. A team task to ensure that the new starter has the access that they need to the site,
  4. A manager reminder to send a ClockOn GO invitation. 


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Assigning Checklist Tasks

The above checklist tasks are assigned when using the ClockOn Pro Employee Onboarding feature


Within the Configuration section on this screen you will see the Task(s) option. From here you can select the onboarding checklists that you would like to apply for the employee. you are able to select multiple checklist tasks to apply to the new team member. 


Tasks assigned with this process are viewable from the ClockOn Online Employee Profile which is created when employees accept the ClockOn GO invitation. The portal can be accessed using the following link https://accounts.clockon.com.au/Account/EmployeeLogin 


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