In order to use the Employee Induction module, you will first need to create Induction Templates. These templates are comprised of a variety of tasks, that can prompt the employee to:
- Download documents
- Provide short written responses
- Provide long written responses
- Submit documents
The number and diversity of tasks is dependent on your individual requirements.
To create new templates, navigate to Admin > System Configuration > Induction Admin.
Within the Induction Admin, you can Edit existing templates, Clone to create new template based on an existing template and Delete templates that are no longer required.
You can also Assign induction templates to employees through this area, although generally this will be completed through Employee Management.
To add a new template, select Add Template in the top right hand corner.
|
Option |
Description |
|
Name |
The name of the task is visible to the Administrator of Employee Inductions. It should be generally descriptive of the requirements of the induction (e.g. Standard Casual Induction – Front of House) |
|
Access Level |
The Access Level nominated at this point, will determine who is able to assign the template to employees |
|
Header |
The Header of the task is visible to the employee |
Once completed, click Save then you will be able to add tasks.
|
Option |
Description |
|
Due Date |
You must specify when this task is due, whether it needs to be complete prior to the start date or by a certain number of days after the start date. This will indicate to the employee how much time they have left to the complete the task and if it is overdue |
|
Task |
The name of the task to be complete (e.g. Uniform Order Form) |
|
Details |
This field is where you specify, in as much detail as possible what the employee is required to do to complete the task such as “Please download the Uniform Order Form and complete it, then upload again” |
|
Parent |
When a Parent task is nominated, all sub tasks assigned to the Parent must be completed before the Parent task can be completed. |
|
Prerequisite |
When a Prerequisite task is nominated, it must be completed before the current task can be completed |
|
Enable Input |
The employee will be required to submit responses. Suitable for answering short questions and providing yes/no responses |
|
Enable Long Input |
The employee will be required to provide longer, written responses. This cannot be select unless ‘Enable Input’ is selected first |
|
Enable Upload |
This requires the employee to upload any document. The task details should clearly describe what document and file format is expected |
|
Assign To Access Level |
This delegates authority to an Access Level to review and confirm tasks that are completed by employees |
|
Assign To Employee |
This delegates authority to an individual employee to review and confirm tasks that are completed by employees |
Once you have saved a task, you will be able to Add Files to them. This will allow the employees to download read and confirm, provide answers in response or upload a completed version of the file.
The premise behind the Employee induction template is that you add all necessary tasks to be completed until you have a complete employee induction.
Once you have finished creating all tasks, select Save and then Back to return to the Induction Admin menu.
If you need to create additional templates, it is recommended that you Clone the original template and then modify as necessary.
After your templates are created, you can apply them to employees by following the instructions in How do I assign induction tasks to employees?