Onboarding templates in Settings - HR Records

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Onboarding templates in Settings - HR Records

Welcome to the user guide for the Onboarding templates in Settings - HR Records in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Onboarding templates in Settings - HR Records

The Onboarding template screen is used to create a sample process of what to do to receive new employees. Data at the screen used for the Onboarding menu

To create an employee admission process -> Go to Onboarding Template -> Add, edit, delete the admission criteria in the process.

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