Onboarding and Offboarding FAQ
Purpose: This help guide will walk you through frequently asked questions about Onboarding and Offboarding in BambooHR. Each question will provide you with an explanation and/or resource for how to troubleshoot in your account.
Table of Contents
- How can I send onboarding tasks to a rehired employee?
- How can I see a list of all uncompleted onboarding and offboarding tasks?
- Does the user who sent onboarding tasks get notified when tasks are complete?
- Is there any way to see who added onboarding tasks to an employee's account?
- I already sent the New Hire Packet without tasks. Is it too late to add them?
- Can I sort onboarding tasks so that only some employees get specific tasks?
- Why doesn't offboarding automatically use the termination date the way onboarding uses the hire date?
- Why am I getting an error message on the employee’s Onboarding tab, “Almost there…Please add the information listed below before adding tasks”?
The Administrator can trigger onboarding tasks in the New Hire Packet or in the Onboarding tab without the New Hire Packet. An employee can complete tasks in the New Hire Packet without an assigned access level. However, an employee would need an assigned access level to complete any tasks outside of the New Hire Packet. The administrator will need to trigger offboarding tasks manually on the employee’s Offboarding tab. An employee would need to complete any assigned tasks before their termination date due to access loss on their termination date.
You can send a New Hire Packet to them if you haven’t previously sent them one. Otherwise, you can uncheck previously completed tasks or add new tasks in their Onboarding tab. Rehired employees must have an active status on their Personal tab, a new hire date, and an access level in order to be assigned a task.
For more information, you can check out this guide.
While there is no standard report for onboarding and offboarding tasks, you can create a custom report to track all tasks. Make sure to use the filtering option to see only uncompleted tasks!
You can also view these by going to your inbox and switching the view settings in the upper left from “Assigned to Me” to “Assigned to Company.” You can then choose the Onboarding or Offboarding categories from the menu. When you click on a specific task, you can see who the task is assigned to, when it’s due, and any additional details.
For more information, you can check out this guide.
There isn’t an email alert/notification for when an onboarding task is complete unless a person marks it complete for someone else. In that case, the assignee will get notified that someone else completed the task.
You could look to see if there’s an e-signature form attached to a task. If it is, it will show who requested the signature in the Signed Documents report.
Nope! As long as the employee has not completed the packet, you can add tasks through the Import button on their Onboarding tab and the tasks will be included in the packet.
Yes! You can sort onboarding and offboarding tasks in Onboarding and Offboarding settings. You can assign tasks to employees by department, division, location, employment status, or job title. In order for these tasks to filter appropriately, the administrator must update the applicable filter item on the employee’s profile before assigning tasks.
When you initiate offboarding, it will have you enter in an expected termination date. Due dates will be based on that date. Sometimes, companies don't want their employees to know that they’ve been terminated, so they don't want to officially terminate the employee yet (in case other managers/custom access level users see it on the employee’s record). The estimated date when the process is initiated allows you to enter in a date but doesn't require you to terminate the employee.
The five standard filters are required on the employee profile in order to add onboarding tasks to ensure only the correct tasks are applied for the employee. These filters include Department, Division, Employment Status, Job Title, and Location.