Set up Onboarding and Offboarding tasks

A great onboarding experience is key for new hires—it gives them a glimpse of your company culture and reassures them that they made the right choice.

First impressions matter, and a well-organized onboarding process helps you stay on top of everything that needs to be done before their first day.

How to Add Onboarding Tasks

When you add a new employee in Humi, during Step 3: Onboarding, you'll see an option to add Onboarding tasks.

1. From here, click the + Add button.
2. A pop-up will appear with all the relevant onboarding task templates you've created automatically selected in the Relevant Tasks section. Select the tasks you need, then click Apply. 

3. The selected tasks will appear under the Onboarding Tasks heading.

After completing all the steps for adding the employee to Humi, the onboarding tasks will automatically be sent to the new employee.

While it's never fun losing a great employee, offboarding tasks can help take a load off your plate by automating the process. 

Offboarding tasks lets you keep track of all tasks that need to be completed when an employee leaves your company. You can delegate tasks to the offboarding employee, their manager, or any other person in the company to ensure a flawless offboarding experience.

You can also manage any incomplete tasks by sending out "Reminders" to assignees.

How to Add Offboarding Tasks

1. When you terminate an employee, during Step 2 Offboarding, you'll see an option to add tasks.
2. Click the + Add button, and a pop-up will appear with all your offboarding task templates automatically selected in the Relevant Tasks section. Choose the tasks you want to assign, then click Apply.

3. The selected tasks will now appear under the Tasks heading on the Offboarding page.

   
4. After you've completed all the steps in the "Termination Flow," Humi will assign the offboarding tasks to all applicable employees.

If you don’t have any onboarding or offboarding task templates set up, clicking the + Add button will trigger a pop-up.

Simply click the Create Task Template button to be redirected to the Create Task Template page in Humi.

From there, enter the task details, choose the correct task type, and save your template.

When you return to this page, the task templates you just created will be listed and automatically selected.