Creating a career template

Managing career milestones plays a crucial role in the employee life cycle. It encompasses processes such as onboarding new employees, offboarding upon departure, or organizing maternity leave. To make this process efficient and repeatable, the use of templates is key.

Steps to create templates:

1. Identification of career milestones: Begin by identifying key career milestones in your organization, such as onboarding, offboarding, maternity leave, and others.
2. Definition of processes: For the selected career milestone, define clear processes and steps necessary for its management.
3. Template creation: Add tasks to the template that can be repeatedly utilized. Include essential steps, documents, and interactions with employees.

Now, all that's left is to use the template in the employee's career.

Steps to incorporate templates into the career:

1. Inserting the template: Go to the career of the new employee and use the "Import Template" button to insert your template into the career.
2. Editing dates: For proper display, enter the date to which the specific change relates.
3. Adding tasks: If necessary, you can customize the template and add additional tasks.

Effective management of career milestones is crucial for the successful career development of employees. Creating and utilizing templates in our career development application enables organizations to streamline processes, ensure consistency, and facilitate the work of HR professionals.