Onboarding, Offboarding & Appraisals

Employee Lifecycle Events

Onboarding

When a new employee record is created, an onboarding plan can attach a checklist of activities (IT account creation, equipment issue, orientation meeting, policy sign-off) as scheduled activities on the employee record, assigned to whoever owns each step (IT, manager, HR) so nothing is missed in the first week.

Offboarding

When ending employment: set the contract's End Date, run the Departure Wizard from the employee's form (Actions → Register Departure) to set a departure reason and date, revoke system access, and archive the employee record (data is kept, not deleted, for historical payroll/reporting).

Appraisals

If the Appraisals feature/app is enabled:

• Schedule periodic appraisals (e.g. every 6 or 12 months) per employee, automatically or manually.
• Manager and employee each fill a form covering goals, achievements, and areas to improve.
• Final meeting and rating are logged on the employee's record for future reference.

Employee Surveys

Simple engagement or exit surveys can be sent through the Surveys app and linked to HR follow-up activities, useful for structured feedback beyond the formal appraisal cycle.