How do I manage employee onboarding and configure onboarding tasks in OfficeGX?

To automate and manage the employee onboarding process in OfficeGX, you can add new employees, auto-load onboarding tasks, and customize configurations by project or role. The system supports dynamic due date logic using placeholders for key dates.

Follow these steps:

1. Login to officegx.com with your credentials.
2. Navigate to the left menu and click:
   ➤ People → Onboarding
3. From the onboarding screen, click on “+ Add Employee” to open the employee creation form.
4. Fill out key employee information such as:
   • Name
   • Start Date
   • Notice Period
   • Probation Period
   • Designation
   • Project
     Then click “Add” to save the employee.
5. After adding, click “Update and Load Task”to automatically populate onboarding tasks for that employee.
   • The tasks are generated based on rules configured by Project, Role, or Global Onboarding defaults.
6. To configure onboarding templates, go to:
   ➤ People → Config → OnBoarding Tab
7. Here, you can define:
   • Task categories and task names
   • Dynamic due datesusing placeholders like:
     • #StartDate#
     • #NoticePeriod#
     • #ProbationPeriod#
        For example:
        (StartDate - NoticePeriod) - 10 sets the due date to 10 days before the start date minus the notice period.
8. For role-specific or project-specific task rules, go to:
   • ➤ Role OnBoarding: For assigning tasks based on designation.
   • ➤ Project OnBoarding: For assigning tasks based on project.
9. Once tasks are loaded, they appear under the OnBoarding Tasksection in the employee's profile.
   • Tasks will show due dates, status, and can be marked as complete.
   • Overdue tasks will be highlighted in red for visibility.

⚠️ Be sure to configure onboarding rules in advance for roles and projects to ensure task automation works smoothly when adding new employees.