General Options

Onboarding General Setup Options

In the General Options section of Onboarding Setup, you are able to manage the use of offer letters and the type of prompts individuals receive when an electronic signature is required.

 

Offer Letter

General Options – Offer Letter

The Onboarding utility can email employment offer letters to candidates prior to sending an onboarding invitation. You can customize the offer letter content in Template Configuration.  The offer letter request is processed via the New Hire EAN, providing for internal review and approval of the offer prior to it being delivered to the candidate.  The individual receiving the offer letter will have the ability to electronically accept or decline the offer.

The setting on the General Options tab allows you to control who may create an offer letter request in the New Hire and Re-Hire EANs.  If you do not wish to use the Offer Letter feature of Employee Onboarding, you may set this field to “No One” to inactivate it.

 

E-Signature Prompt

General Options – E-Signature Prompt

When an employee e-signs a document, the system displays a confirmation dialog where the user must enter his or her initials.  You can specify the text that appears in the dialog on the E-Signature Prompt tab.  By clicking the Add button, you may also create different confirmation prompts for different documents or situations.  When you set up an e-signature task in a template, you can select which of the confirmation prompts to display.

 

Related Help Topics:

Onboarding Dashboard

Onboarding Template Setup

Onboarding Employment Screening