신입사원 연수 프로그램¶
새로 직원을 채용하는 경우에는, 따라야 할 입사 절차(온보딩)가 마련되어 있어야 합니다. 이를 통해 직원에게 정보와 장비 및 교육을 제공할 수 있으며, 비즈니스에 필요한 기타 모든 단계가 해당 직원에게 지원될 수 있습니다.
Proper onboarding ensures that new employees are given all the information and tools needed to be successful in their roles and have a smooth transition to their new job.
View onboarding plan¶
온보딩을 시작하기 전에 먼저 임직원 관리 앱에 사전 설정되어 있는 기본 온보딩 계획을 확인하는 것이 좋습니다. 현재 기본적으로 설정되어 있는 계획을 확인하려면 으로 이동합니다. 자세한 온보딩 계획 양식은 온보딩 을 클릭하여 확인할 수 있습니다.
The plan form displays the following information:
Plan Name: the specific name for the onboarding plan.
Model: specifies where this plan can be used. In this case, in the Employees app.
Department: if left blank (the default setting) this plan is available for all departments. Limit the use of the plan to a specific department by selecting the department using the drop-down menu.
Activities To Create: this tab lists all the onboarding steps. Each row displays:
Activity Type: the specific activity for the step. The default options are Email, Call, Meeting, To-Do, or Upload Document. If the Sign app is installed, a Request Signature option is available.
Summary: a one line description of the step.
Assignment: chooses who completes the activity, relative to the new hire:
Ask at launch: choose the user in the Assigned To field when launching the onboarding plan.
Default user: choose a user who always handles this activity. Defined in the Assigned to field.
Manager: assigns the employee’s manager as defined on the employee record.
Coach: assigns the employee’s coach as defined on the employee record.
Employee: the new hire completes the activity.
Fleet Manager: assigns the designated Fleet app manager. This option is only available if the Fleet app is installed.
Assigned to: this field remains blank, unless Default user is selected for the Assignment field. If Default user is selected, this field is populated with the selected user.
Document to sign: the corresponding document requiring a signature.
Interval: the time when the activity is active.
Unit: the set time interval, either days, weeks, or months.
Trigger: how scheduling is determined for the activity. Options are either Before Plan Date or After Plan Date.
Example
A laptop must be set up and registered to a new employee the day before they start work. The person who performs this step should always be the IT Manager, Abby Jones.
이 활동을 환경설정할 때 해당 매개변수를 활용하려면 활동 유형`을 :guilabel:`할 일 로 설정하고 요약을 노트북 지정 으로 설정합니다. 지정 필드는 기본 사용자`로, :guilabel:`지정 대상 필드는 Abby Jones 로 설정됩니다. 간격 은 1 로, 단위 는 일 로 설정됩니다. 트리거 는 계획일 이전 으로 설정됩니다.
Onboarding plan steps¶
The default Onboarding plan includes three default steps. All steps are To-Do activities, and are scheduled for the day the onboarding plan is launched (0 days Before Plan Date).
Setup IT Materials: the manager must gather and configure all IT materials.
Plan Training: the manager must plan the training for the new employee.
Training: the new employee must complete the training planned by the manager.
Modify onboarding plan¶
A single onboarding plan works only if the flow works for the entire company.
참고
If the onboarding plan is universal, add to or modify the default onboarding plan. If department-specific onboarding plans are needed, create a new onboarding plan.
To modify the default plan, first navigate to , then click on Onboarding.
To modify a step, click on it. In the Open: Activities pop-up window, make any desired modifications to the step, then click Save.
새로운 단계를 추가하려면 생성할 활동 탭에서 활동 하단에 있는 줄 추가 를 클릭합니다. 그러면 새 활동 만들기 팝업창이 나타납니다. 팝업창에 모든 내용을 입력한 후, 추가할 단계가 없으면 저장 후 닫기 를 클릭하고, 추가 단계가 필요할 경우에는 저장 후 새로 만들기 를 클릭합니다.
Create onboarding plan¶
Some companies require different onboarding plans, when there are department-specific onboarding procedures that do not apply to the whole company. For these cases, a new department-specific onboarding plan must be created.
To create a new onboarding plan, navigate to the desired plan and configure all the desired steps.
Example
A company specializing in the manufacturing and selling of outdoor metal furniture may have a large factory that produces the products, and a separate sales office. This company may have two separate onboarding plans, one for factory workers, and one for office workers.
공장 근로자에 대한 온보딩 계획이 제조 부서에서 수립되었으며, 여기에는 공장 업무와 관련된 전문적인 작업 등이 있습니다. 구체적으로는 신입 사원의 유니폼 및 안전 장비 준비, 안전 교육 지정, 해당 팀에 신입 사원에 대한 이메일 발송, 복리후생 안내 등이 포함됩니다.
Launch onboarding plan¶
직원이 채용된 후 직원 프로필이 생성되면 임직원 관리 앱 현황판에서 칸반 카드를 클릭하면 해당 직원의 프로필로 이동합니다. 직원 프로필에서 계획 시작 버튼을 클릭하면 새로운 계획 시작 팝업창이 열립니다.
In the Plan field, choose the desired onboarding plan. Then, using the calendar selector, set a date in the Plan Date field. This is typically the employee’s first day, but any date can be selected.
The right side of the Launch Plan pop-up window displays all the steps in the selected plan, grouped by what was selected in the Assignment fields on the plan form.
Once the Plan and Plan Date fields are configured, click the Schedule button, and Odoo schedules everything in the plan, according to their respective due dates.
All scheduled activities appear in the both chatter of the employee profile, and in the chatter of the user’s with assignments relating to the plan.
참고
If any activity assignments were configured to Ask at launch, an Assigned to field appears on the Launch Plan pop-up window. Using the drop-down menu, select the user responsible for all the unassigned activities.
