Managing Employee Lifecycle
The Lifecycle module helps you manage key employee milestones, including onboarding, promotions, and transfers. This guide walks you through navigating the Lifecycle dashboard and completing an onboarding task.Prerequisites
- You have access to the HR module in Blank HR
- At least one employee lifecycle event (such as a pending onboarding task) exists in the system
1
Open the Lifecycle dashboard
From the main navigation, go to Lifecycle. The dashboard displays an overview of active lifecycle events for your employees.
2
Review the available tabs
The Lifecycle dashboard is organized into tabs by event type. Depending on your organization’s configuration, you may see the following tabs:
- Onboarding — tracks tasks for newly hired employees
- Promotion — manages promotion workflows
- Transfer — handles employee transfer requests
Only the tabs relevant to your active lifecycle events may appear. If a tab is not visible, there are no pending events of that type.
3
Navigate to the Onboarding tab
Click the Onboarding tab to view all pending onboarding tasks assigned to your team or employees.
4
Complete an onboarding task
Locate the onboarding task you want to finalize and click the Complete button next to it. The page will refresh to reflect the updated task status.
Completing an onboarding task marks it as finished in the employee’s lifecycle record. Make sure all required information for the employee has been entered before marking a task as complete.