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HR Onboarding Template Manager
HR

Onboarding Template Manager

Configure and customize employee onboarding workflows

HR Senior Manager

Baseline Workflow Configuration

Define the default onboarding sequence for all employees

Blocked - Missing Default Form

Default Personal Information Form Required

Before activating the workflow, you must configure the default form to capture:

  • Personal information (address, phone, emergency contacts)
  • Banking details for payroll setup
  • Tax and compliance information
  • Emergency contact information

Step 1: Offer Letter Generation

Automated offer letter creation based on role and compensation details

Role-based templates Salary integration Legal compliance
Delegated to: HR Department

Step 2: Document Collection & Personal Information

Collect required documents and personal information including banking details and emergency contacts

Region-specific forms Banking details Emergency contacts Digital upload
Delegated to: HR Operations

Step 3: IT Setup & Access

Automated IT provisioning, system access setup, and department notifications

Account creation Equipment assignment Security protocols Auto-notifications
Delegated to: IT Department
Auto-notify: Manager Team Lead Facilities

Step 4: Orientation & Induction

Comprehensive orientation program and company induction

Welcome sessions Policy training Team introductions
Delegated to: HR Learning & Development

Author

mohammedmajeed

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