Lifecycle Setup
Go to: HR → Setup → Lifecycle Setup
Lifecycle Setup stores reusable checklists for hiring and exiting employees, plus the Skills catalog used to track employee capabilities. When you run an onboarding or offboarding under Employee Lifecycle, you pick a template and the checklist activities are copied onto that record.
1. Onboarding Templates
Go to: HR → Setup → Lifecycle Setup → Onboarding Templates
Use onboarding templates for a consistent new-hire checklist (IT access, ID card, induction, laptop, bank details, and so on).
| Field | What it means |
|---|---|
| Template Name | e.g. Factory Worker Onboarding, Office Staff Onboarding |
| Activities | Checklist rows: activity name, assigned user, begin-on days, duration days |
Create the template
Open Onboarding Templates → New and name it clearly by role or location.
Add activities
For each task, set who is responsible and timing relative to joining (begin-on / duration days).
Save
Save the template. You can reuse it for every new hire in that category.
2. Offboarding Templates
Go to: HR → Setup → Lifecycle Setup → Offboarding Templates
Offboarding templates cover exit tasks: asset return, access revocation, clearance, exit interview, final settlement coordination.
| Field | What it means |
|---|---|
| Template Name | e.g. Standard Exit Checklist |
| Activities | Same pattern as onboarding — name, assignee, timing |
3. Skills
Go to: HR → Setup → Lifecycle Setup → Skills
Skills are the master catalog of capabilities you can track against employees (e.g. Welding, Forklift Operation, Excel, Project Management).
| Field | What it means |
|---|---|
| Skill Name | Display value (e.g. Welding) |
| Description | Optional notes on what the skill covers |
| Where used | Employee record → Skills tab |
Create the skill
Open Skills → New, give it a clear name, and add a description if useful.
Save
Save the skill. It becomes available to assign to any employee.
Assign it to employees
On an employee’s Skills tab, rate the employee’s Proficiency (1–5) for each skill and set an allocation date. You can also assign a skill to multiple employees at once from the Employee Skill Map screen.
Skills themselves have no proficiency — proficiency (1–5) and allocation date are set per employee when the skill is assigned, not on the skill master itself.
After Lifecycle Setup
- Create Employee Onboarding / Employee Offboarding from a template
- Submit to generate tasks for assignees
- Track until Completed
Templates themselves are masters. The live process and status tracking happen on the onboarding/offboarding records, not on the template.