Cancelling an Onboarding

Owned by Former user (Deleted)
Last updated: Sept 22, 2020
2 min read

Cancelling an onboard will prevent any further interaction with that onboard, by either HR or a Worker.

A cancellation is irreversible, so please consider View & Edit Onboarding if you feel a change is more appropriate and available (which may depend on the status of the onboard as well).

The option to cancel an onboarding will appear throughout the onboarding set up process, but you can also navigate to:

HR & Payroll → Onboarding → (Client Card) → Options Menu (…) → Cancel

or under a worker profile

HR & Payroll → Workers → (Worker Name) → Onboarding → Options Menu (…) → Cancel

Once the onboard has been cancelled, you can only review the details of the cancellation for audit purposes.

Click on the cancelled onboarding card to find this screen.