Employee Lifecycle
Manage the complete journey of an employee — from onboarding through training, skill development, and offboarding.
Onboarding
1. Employee Onboarding Template
Go to: HR → Employee Lifecycle → Employee Onboarding Template
Create reusable onboarding checklists that define all tasks to be completed when a new employee joins.
Open Onboarding Template Form
Navigate to HR → Employee Lifecycle → Employee Onboarding Template and click New.
Configure the Template
| Field | Description |
|---|---|
| Template Name | Name for this onboarding template |
| Department | Optional — restrict to a specific department |
| Designation | Optional — restrict to a specific designation |
Add Checklist Items
In the Onboarding Checklist table, add all tasks:
| Field | Description |
|---|---|
| Activity | Task description (e.g., Issue laptop, Set up email account) |
| Role | The role responsible for completing this task |
| Required | Whether this task is mandatory for onboarding completion |
Save
Click Save.
2. Employee Onboarding
Go to: HR → Employee Lifecycle → Employee Onboarding
Create an onboarding record for a new employee using a template.
Open Employee Onboarding Form
Navigate to HR → Employee Lifecycle → Employee Onboarding and click New.
Fill in Details
| Field | Description |
|---|---|
| Employee | Select the new employee |
| Date of Joining | Employee’s joining date |
| Template | Select the onboarding template to apply |
Track Progress
Each checklist item can be marked as complete by the responsible person. The system tracks overall onboarding completion.
Save
Click Save.
Offboarding
3. Employee Offboarding Template
Go to: HR → Employee Lifecycle → Employee Offboarding Template
Create reusable offboarding checklists for when an employee leaves the organization.
Open Offboarding Template Form
Navigate to HR → Employee Lifecycle → Employee Offboarding Template and click New.
Add Checklist Items
Add all exit tasks: collect assets, revoke system access, complete exit interview, clear dues, etc.
Save
Click Save.
4. Employee Offboarding
Go to: HR → Employee Lifecycle → Employee Offboarding
Create an offboarding record for a departing employee.
Open Employee Offboarding Form
Navigate to HR → Employee Lifecycle → Employee Offboarding and click New.
Fill in Details
| Field | Description |
|---|---|
| Employee | Select the departing employee |
| Last Working Date | Employee’s last day |
| Template | Select the offboarding template to apply |
Track Completion
Mark each task as complete as the offboarding progresses.
Training
5. Training Program
Go to: HR → Employee Lifecycle → Training Program
Training programs are high-level training plans that group related training events.
Open Training Program Form
Navigate to HR → Employee Lifecycle → Training Program and click New.
Configure the Program
| Field | Description |
|---|---|
| Training Program | Name of the training program |
| Training Program Type | Category (e.g., Technical, Soft Skills) |
| Trainer Name | Name of the trainer |
| Trainer Email | Contact email |
Save
Click Save.
6. Training Event
Go to: HR → Employee Lifecycle → Training Event
Training events are individual sessions within a training program. Employees are enrolled in training events.
Open Training Event Form
Navigate to HR → Employee Lifecycle → Training Event and click New.
Fill in Event Details
| Field | Description |
|---|---|
| Training Program | Link to the parent training program |
| Event Name | Name of the event/session |
| Date | Date of the training |
| Location | Where the training takes place |
| Trainer | Person conducting the training |
Add Participants
Add employees to the event’s participant list.
Save
Click Save.
7. Training Feedback & Result
After a training event, collect feedback from participants and record results:
- Training Feedback (
HR → Employee Lifecycle → Training Feedback) — Employee ratings and comments on the training session. - Training Result (
HR → Employee Lifecycle → Training Result) — Pass/fail outcomes and scores for training assessments.
Skills
8. Employee Skill Map
Go to: HR → Employee Lifecycle → Employee Skill Map
Track the skills each employee possesses, their proficiency level, and when they were acquired.
Open Employee Skill Map Form
Navigate to HR → Employee Lifecycle → Employee Skill Map and click New.
Fill in Skill Details
| Field | Description |
|---|---|
| Employee | Select the employee |
| Skill | The skill name (e.g., Python, Project Management) |
| Proficiency | Beginner / Intermediate / Advanced / Expert |
| Evaluation Date | When the skill was assessed |
Save
Click Save.
Employee skill maps help HR identify training gaps and match employees to the right projects or roles.