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Onboarding & offboarding rules

Human ResourcesFor adminsVerified 15 Sep 20261 min

Onboarding rules

Create a rule that automatically assigns onboarding items (forms, training, etc.) whenever a new employee is added.

Offboarding rules

Set an offboarding rule to trigger automatically when an employee is terminated, so nothing gets missed on their way out.

Walkthrough video

Every step above, performed once in a demo organisation.

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