WindoorERP Documentation 19.0

Configure onboarding checklists, working shift schedules, departure reasons, and HR settings

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Configures automated onboarding and offboarding task plans, factory multi-shift working schedules (Day Shift, Night Fabrication Shift), departure reasons, and corporate HR policies.

Before you start

  • System Administrator or HR Director permissions.

Steps

Onboarding and offboarding plans list

Onboarding plans kanban overview

Onboarding plan activity editor form

Working schedules and factory shift templates list

Working schedule calendar detail form showing working hours per day

Employee tags taxonomy list

Departure reasons registry list

Job positions and engineering titles list

Employment types classification list

Contract templates catalog list

Employees module global settings configuration panel

Important

Configuring distinct Working Schedules for Factory Shopfloor (48 hrs/week) versus Engineering Office (40 hrs/week) ensures precise overtime calculation.

  1. 01
    Open Employees › Configuration › Onboarding / Offboarding to define automated equipment checklists (safety boots, factory badge, measuring laser).
  2. 02
    Configure factory shift hours in Working Schedules.
  3. 03
    Manage standard job titles in Recruitment › Job Positions and Employment Types.
  4. 04
    Standardize corporate contracts in Contract Templates.
  5. 05
    Review Departure Reasons and adjust global policies in Settings.

Common mistakes

  • Offboarding an employee without completing asset return checklists for specialized measuring instruments.
  • Changing working schedules mid-month without recalculating pending timesheet allocations.

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