This article explains how to implement onboarding and offboarding workflows. In Personio, you can create workflows to automate onboarding and offboarding processes, ensuring employees receive timely support and reminders for tasks, improving efficiency and saving time.
Design and save steps for tasks like downloading documents, providing text information, and more. Create onboarding and offboarding groups to assign employees as responsible for specific parts of the processes.
Use the steps and groups to build customized onboarding and offboarding templates with various combinations to fit different needs. Assign the most appropriate template to each employee.
Automated reminders alert users about incomplete tasks, and you can monitor all active workflows in the Automations area. Identify and resolve any bottlenecks before they cause delays, helping to further improve efficiency.
Before you start
- To implement onboarding and offboarding workflows, you need permissions to Account configuration > On-/Offboarding.
- When creating onboarding and offboarding workflows in Personio, consider your company's existing processes. Try to incorporate them into the workflows, along with any steps that might improve the process.
Set up onboarding and offboarding workflows
To set up your onboarding and offboarding workflows, follow the instructions in the following articles:
- Create onboarding and offboarding workflows
- Assign and manage onboarding and offboarding templates
- Best practice: Onboarding templates and steps
- Best practice: Offboarding templates and steps
- Quality check: Onboarding and offboarding
Tip:
We recommend completing the Set-up on- and offboarding processes learning path from our Personio Voyager Academy to complement the information in this article.