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Plans and activities

Build checklists such as Onboarding and Offboarding once, then launch them on an employee to create dated to-dos for the manager, HR and the employee.

Create a plan

  1. 1Go to Settings → Employees → Plans and click New plan.
  2. 2Enter a Plan name, for example "Onboarding". If it is for one department only, choose the Department.
  3. 3Under Activities to create, fill each line: what to do, who it is for (Manager, Employee or HR responsible), a number of days, and days before plan date or days after plan date. Click Add a line for more.
  4. 4Click Save plan.
Editing a plan
A plan: each line becomes a to-do dated from the plan date.

Deleting a plan does not remove to-dos already created from it.

Launch a plan on an employee

Launch plan
Launch plan: choose the plan and the date the steps count from.
  1. 1Open the employee and click Launch plan (at the top, or on the Activities tab).
  2. 2Choose the Plan.
  3. 3Set the Plan date, usually the first or the last working day.
  4. 4Click Launch.

Each line becomes a to-do with a due date. For example, "3 days before plan date" with a plan date of 12 October is due on 9 October. A step for Manager is labelled with the person's manager, a step for HR responsible with their HR responsible (set with Edit, under Login and HR).

Work through the to-dos

Activities
Activities: tick a to-do when it is done.

On the Activities tab, tick a to-do when it is done (tick again to reopen it), or use the bin to remove it. The number next to Activities is how many are still open.