Review your onboarding and offboarding setup – Personio

This article contains tips to ensure that you've set up your onboarding and offboarding workflows correctly.

Required settings

You've added responsible employees to all the onboarding and offboarding groups. Use these groups to assign responsibility for a particular step to a group of employees.

You've created onboarding and offboarding steps for all onboarding and offboarding templates.
Each onboarding and offboarding step includes at least one item.
Each onboarding and offboarding template includes at least one step.
If you've created an onboarding or offboarding step that includes the task element Download document, you've uploaded the relevant documents.
If you have created an onboarding or offboarding step that includes an email action, the email includes text and at least one placeholder (such as, Hello {{first_name}}).

Congratulations 🎉
You are ready to tackle the next module.