Template Configuration – Apply To
The Apply To tab provides the flexibility to create an onboarding template that is unique and only applicable to certain employment demographics. Use the onscreen filters to narrow down the list of applicable new hires. When an individuate meets ALL of the criteria set, the new hire will be subject to the tasks and other items associated with the respective onboarding template (unless a certain section/element within the template has additional conditions that might make it no longer applicable to the individual).
Template Configuration – Apply To Tab
Additionally, a template may be designated for use for individuals prior to start of employment (all items should be completed prior to the employee’s hire date), after start of employment (strictly for use after employment has begun), or a combination (pre/post hire tasks incorporated into a single onboarding template).
Related Help Topics:
Onboarding Setup General Options