The Onboarding Dashboard offers the convenience to initiate the onboarding process for an individual as well as track the onboarding status for those who have been extended an offer of employment or who have already advanced further into the onboarding workflow. These capabilities are described further in the help topics listed below.
Initiate Onboarding for an Individual
By clicking the Onboard Employee button, you are able to initiate the onboarding process for an individual directly from the Onboarding Dashboard. This may be done for new hires (obtaining all needed information/documents), re-employment of a former employee (ensuring all personnel record information/forms are current), or for a presently active employee (inviting them to participate in any post-hire onboarding items).
See Related Help Topic: Initiating Onboarding for an Individual
Monitoring Progress of Onboarding Process for Individuals
The Onboarding tab offers at a quick glance the present status of each individual invited to the onboarding process, displaying the new hire’s hire date, current onboarding status, and the number of new hire and internal tasks awaiting completion.
See Related Help Topic: Onboarding Candidate Progress Details
Tracking Delivered Offers of Employment
The Offers tab displays the candidate name, offered position, date of offer, expiration date of offer, and the offer’s current status. The available filters on the page allows users to refine the display list by status type and/or offers sent after a selected date. To view the details of a specific offer, simply click on the candidate’s name to view the actual offer letter, status change log, and any candidate comments.
See Related Help Topic: Offer Letter Details
Additionally, you may click the My Tasks button to conveniently view all onboarding actions that you are specifically responsible for handling. Upon accessing the My Tasks page, the onscreen filter offers the ability to further refine the action items to those that are overdue, completed, or unable to complete.
My Tasks
To access the Onboarding Utility:
On the Management Navigation bar, click HR Administration > Applications > Employee Onboarding.
Navigation Bar
Note: The Employee Onboarding functionality is enabled for your organization upon electronically signing the Employee Onboarding Agreement, which is presented upon initial navigation to the Employee Onboarding page.
ExponentHR Onboarding Service Agreement