Onboarding Tab - Employee Profile
Successfully managing the employee onboarding process ensures every new hire starts off on the right foot. The “Onboarding” tab of an employee's profile houses an employee’s Onboarding Checklist(s), Onboarding Documents, and Archived Onboarding Documents. To access an employee's profile, select the "Employees" tab in the top navigation menu, then locate and select the employee's name.
Onboarding Checklists:
Checklists make onboarding new hires easy, by allowing you to quickly track the necessary tasks required to fully onboard an employee. View and manage these tasks under the "Onboarding Checklists" tab.
To assign a checklist:
- Navigate to the "Onboarding Checklists" tab in the employee's profile.
- Select "Add a New Checklist."
- Select the desired checklist from the dropdown menu, then select "Add."
- Tasks associated with the assigned checklist will now appear in the employee's Onboarding Checklist area.
- Easily mark tasks as completed, add notes, or mark as not applicable from the action wheel.
Assigned and completed onboarding documents are housed under the "Current Documents" tab.
- Completion dates and status are listed for each document.
- Each document is downloadable individually as a PDF from the action gear.
- You can request an edit to a specific document if employee’s need to update the information on any previously completed document. Hover over the action gear and select "Request edit," then add a reason for the request.
- An email alert containing the reason for an edit request will be sent to the employee.
- If action is required from the group administrator, such as reviewing I-9 information, the “Status” area will display as such. Hover over the action gear to complete the document.
The "Archived Documents" tab houses past employee records.
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