Edit onboarding and offboarding steps and templates – Personio

This article explains how to edit onboarding and offboarding steps and templates. You create these steps and templates when building onboarding and offboarding workflows.

Before you start

To edit steps and templates, you need permissions to the settings via your employee role. Go to the employee role, then Permissions > Account Configuration > On/Off-boarding. You might need to ask your Personio Administrator to grant these permissions. Learn more about permissions for Account Configuration.
You can't add, edit, or remove a step from a template for a single employee. If you want to make individualized changes, duplicate a template, then edit and assign the duplicate.
Editing a step or template can affect your existing onboarding or offboarding workflows. It’s important to review what happens if you make certain changes.
If you want to delete an onboarding or offboarding step, you first need to remove it from all employee profiles where it's currently assigned. When trying to delete the step, if it's still assigned to one or more employees, a pop-up appears listing the affected employees.

Edit an existing step

After you create an onboarding or offboarding step, you can edit it and add or remove items.

What happens when I add, edit, or remove a step?

You can see in the table below what happens when you add, edit, or remove a step. In all these scenarios, you have already assigned the employee an onboarding or offboarding template.

Employee status	If	Then
Onboarding	You edit or add a step	The responsible employee sees the new or edited step in their list of tasks, and they can edit it.
Onboarding	You edit or add a step, and the responsible employee has already marked the step as "Completed"	The responsible employee sees the new or edited step in their list of tasks, but they can’t edit it.
Active	You edit or add a step	The new or edited step doesn't appear. The responsible employee doesn't see any changes to their Onboarding tasks.
Active	You edit or add a step to an offboarding template. The responsible employee has already marked the step as "Completed".	The status of the step does not change.
Active	You add or remove a step in an offboarding template.	The update affects all employees assigned the offboarding template. If an employee's offboarding status is "Completed", the new step appears.
Inactive	You edit or add a step in an offboarding template. The responsible employee has already marked the step as "Completed".	The status of the step doesn't change. The new item appears in their offboarding steps with a default "no" or "incomplete" status and can be edited.
Any status	You remove a step	The step is removed from all employees' tasks, regardless of their status.

Edit a step

To edit an existing onboarding or offboarding step:

Go to Settings.
In the People section, click On-/Offboarding.
Click either the Onboarding steps or Offboarding steps tab.
Click the step you want to edit from the column on the left.
Make the necessary edits.
Save your changes.

Edit an existing template

You can duplicate existing templates and rename or edit them.

Go to Settings.
In the People section, click On-/Offboarding.
Click either the Onboarding templates or Offboarding templates tab.
Click the template want to edit from the column on the left.
Click the icons to the right of a template’s name to edit its name, duplicate it, or delete it.
You can also add and remove steps in a template. Review what happens when you add, edit, or remove a step.
Save your changes.

Delete existing templates

When you delete an onboarding or offboarding template from the settings, you can no longer assign it to employees. However, it remains for all employees who already have it assigned. The employee or other responsible person can still complete any outstanding steps.

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