Use this activity to define general information of the onboarding program template.
Template Type can be defined as “New Employment” or “New Assignment” considering the usage. There are no restrictions according to the template type and the user can add any data regardless of the type.
Example: The employee can create a template for New Executives with New employment tasks & new assignments tasks. The purpose of having 2 types is only for easy categorization of templates. As there is an option to create a template using existing templates, user can easily combine template types according to the requirement.
In order to perform this activity, onboarding basic data should be created.
As a result of this activity, general information of the template will be created