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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Onboarding Templates page manages reusable onboarding task templates and is available at /hr/onboarding/templates.

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Overview

The Onboarding Templates page (OnboardingTemplates) lists all active onboarding templates. From this page, administrators can create new templates, open a task editor for a selected template to add or modify tasks, and delete templates. Changes to templates do not retroactively affect in-progress onboarding instances.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • Plan the task list and categories for the template before creating it.
  • Review existing templates to avoid duplicates.

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Steps

  1. Navigate to /hr/onboarding/templates.
  2. Click New Template (or equivalent action) to create a template.
  3. Name the template and save it.
  4. Open the task editor for the template to add, edit, or delete tasks.
  5. Save all task changes.

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Key concepts

  • Onboarding Template — A named set of tasks that defines the standard checklist to assign when onboarding a new employee. Multiple templates can exist for different roles or programs.
  • Task Editor — An inline editor for adding and reordering tasks within a selected template.

Human Resources

Human Resources core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr.tsx
  • src/cores/hr/pages/OnboardingTemplates.tsx
  • src/cores/hr/hooks/onboarding/useOnboardingTemplates.ts
  • src/cores/hr/hooks/onboarding/useOnboardingTemplateMutation.ts