Video: Set Up Onboarding and Offboarding
How do I create my onboarding or offboarding template?
Purpose: To learn how to set up your onboarding or offboarding template by adding categories and tasks.
BambooHR HC (preview)
Topics
-
Approvals and Workflows Video Tutorials 2
-
Benefits Video Tutorials 3
-
Documents and E-Signatures Video Tutorials 5
-
Hiring, Onboarding and Offboarding Video Tutorials 13
- Video: How Does a Candidate Apply for a Job Opening?
- Video: Create a Job Opening
- Video: Rehire an Employee
- Video: End Employment
- Video: Add an Employee
- Video: Create and Send a New Hire Packet
- Video: Create a New Hire Packet Template
- Video: Activate the Offboarding Process
- Video: Activate the Onboarding Process
- Video: Create an Employee Specific Onboarding or Offboarding Task
- Video: Complete an Onboarding or Offboarding Task
- Video: Set Up Onboarding and Offboarding
- Video: Create and Send Offer Letters
-
BambooHR Best Practices Video Tutorials 39
- Tidbit: Access Levels
- Tidbit: ATS Fundamentals
- Tidbit: Product Feedback
- Tidbit: Reporting in BambooHR
- Tidbit: Support Options and Availability
- Hints and Tips: Standard Fields Library
- Hints and Tips: Anniversary and Birthday Alert
- Hints and Tips: Create Non-Employee Users
- Hints and Tips: Custom Candidate Statuses
- Hints and Tips: Custom Company Holidays
- Hints and Tips: Custom Date and Custom Table Date Alerts
- Hints and Tips: Customize the Employee List View
- Hints & Tips: Custom Reporting
- Hints and Tips: Duplicate Access Levels
- Hints and Tips: Edit an Employee's Task List
- Hints and Tips: Edit Employee List Fields
- Hints and Tips: Employee Performance Report
- Hints & Tips: Employee Self-Service
- Hints and Tips: Export-O-Matic
- Hints and Tips: Filter Onboarding and Offboarding Tasks
- Hints and Tips: Headcount Report
- Hints and Tips: Links Widget
- Hints and Tips: Make Comments and Add Attachments to Tasks
- Hints & Tips: Missing Data
- Hints & Tips: Mobile App
- Hints & Tips: Multi-Level Approvals
- Hints and Tips: Multiple Access Levels
- Hints and Tips: Onboarding and Offboarding Task Reminder Alert
- Hints and Tips: Peer Feedback for Managers
- Hints and Tips: Pending Time Off Requests Alert
- Hints and Tips: Personal vs. Company Tasks
- Hints and Tips: Quick Access to the Directory
- Hints and Tips: Review and Approve Time Off in the Mobile App
- Hints & Tips: Self-Onboarding
- Hints and Tips: Track Unlimited Time Off
- Hints and Tips: Signed Documents Report
- Hints and Tips: Use the Embed Code for Applicant Tracking
- Hints and Tips: Use the Who's Out Calendar
- Tidbit: Customization Ideas for Fields, Tables, and Tabs
-
Performance Management Video Tutorials 8
-
Time Off Video Tutorials 8
- Video: Life Cycle Of a Time off Request
- Video: Time off Access for Employee Access Levels
- Video: Assign a Time off Accrual Policy
- Video: Manually Adjust Time off Balances
- Video: Record Time Off
- Video: Paid Time off Based on Hours Worked
- Video: Manage Time off Policy Assignments
- Video: Retroactively Updating Accruals for an Employee
-
Time Tracking Video Tutorials 3
-
BambooHR Payroll Video Tutorials 11
- Video: Global Payroll Overrides
- Video: Upload One-Time Extra Pay in BambooHR
- Video: One-Time Override Adjustments
- Video: Run Payroll
- Video: Adding Required Tax Accounts
- Video: BambooHR Payroll Overview
- Video: Recurring Extra Pay
- Video: Adding General Ledger Codes in BambooHR
- Video: Multiple Pay Rates Using BambooHR Payroll
- Video: Create a Custom Journal Entry Report
- Video: Setting Up an Accounting Integration
Other Resources
- Product Announcements
- Access Levels
- Approvals and Workflows
- BambooHR for Employees
- BambooHR Mobile App
- BambooHR Payroll
- BambooHR Services
- Benefits
- Documents and E-Signatures
- Employee Experience
- Getting Started in BambooHR
- Hiring, Onboarding and Offboarding
- Home
- Partner Integrations
- Webinars
- Performance Management
- Reporting
- Setup and HR Admin
- Time Tracking
- Training
- Time Off
- Watch and Learn