On-boarding And Off-boarding Portal Development

Project Requirements

We designed few templates and parallelly worked on database structure designing and development. We released a test version of On-Boarding tool for client review. We divided the project requirements into four (4) major modules

• User Module
• On-boarding module
• Reporting module
• Off-boarding module

A. User Module - In User Module, there are 3 types of users - Admin, HR and Department Head.

Admin and HR will have the administrative privileges - create/edit/delete anything.

The department head has limited access to the tool. He can view basic information updated by HR and edit information related to his department. He cannot view other departmental activities.

B. On-boarding Module - The on-boarding module works as follows:

The employee information would be filled up either by HR or the employee. The HR would send an email to employee asking him to fill up the detailed information. After employee completes the details and submits the form, he would not be able to edit/modify the content later on.

When HR enters the details and submits, a notification email goes to every department (IT, Sales & Marketing, Administrative, Security, Meeting, Payroll and Performance) to complete their respective processes.

Every time the department updates information, an email notification goes back to the HR/Admin.

C. Reporting Module: - This system has two reports, on-boarding and off-boarding. On-boarding report shows the employees' details and all departments' steps followed during the on-boarding process. Off-boarding report shows the employees' details and all departments' steps followed during the off-boarding.

On-boarding reports were generated in a standard and branded PDF format.

D. Off-boarding Module: - Off-boarding process functioned like the On-boarding Module.