I’d be interested to know how other people store the record of the onboarding and offboarding checklists. We would like to have this as a record to refer back to, should it be required, however we haven’t discovered a workable way of doing this so far.
Also if you replace an onboarding checklist with a position change checklist we would still want a record of the original.
Would love to hear if anyone else finds this difficult or if you have found any work arounds!
Thanks
Hi
It’s more just a record that the onboarding was completed in full on X date and showing the steps which have been completed in case there is ever a reason to refer back to it, i.e. a failed/extended probation and the employee says they weren’t onboarded correctly or a particular step wasn’t completed.
Something you could also do that we haven’t implemented (yet) would be the document down/upload options in onboarding. If you have a training acknowledgement you want them to sign, you could leave it in a step for download, the employee fills it out, and reuploads it into the step. You can assign which document tab it uploads to as well for storage purposes.
Overall, the steps must be “marked as complete” to show up green, otherwise you receive constant email reminders. As long as you don’t delete the onboarding template from the employee’s profile once fully complete, all steps taken should remain there as evidence. You would just have to be very detailed about the steps in order to prove that against a claim of poor onboarding.
Perhaps as extra coverage, you could add a step for whichever HR member signs off on the completion of onboarding on XX/XX date, there is evidence documented for that as well?
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