Managing Onboarding
Onboarding Feature Admin Functionality
An Onboarding Feature Admin is an employee who can administer Onboarding while using Switch to admin account. The employer must have Onboarding enabled. Employee-level actions apply only to employees in the Feature Admin's assigned subgroups. ...
How to Complete Employer Portion of I-9 Onboarding Document
After an employee submits their I-9, an employer administrator or Onboarding Feature Administrator completes the employer portion. Global Admins signed in as the employer can also complete it. To complete the employer portion: Select Employees in the ...
How to Edit Completed Onboarding Documents - Admin
Employees cannot change completed onboarding documents on their own. An employer administrator or Onboarding Feature Administrator unlocks a document with Request edit. Global Admins signed in as the employer can also request an edit. To request an ...
How to View and Download Completed Onboarding Documents - Admin
Employers and Onboarding feature admins can open completed onboarding documents as PDFs from an employee's profile when the employer's Onboarding feature is enabled. To access: Select Employees in the top navigation menu Select the employee's name To ...
How to Assign/Un-Assign Onboarding Paperwork
Employers and Onboarding feature admins can assign and remove incomplete onboarding documents for an active employee when the employer's Onboarding feature is enabled. To access: Select Employees in the top navigation menu Hover over the action gear ...
How to Manage an Employee's Onboarding Checklist
After a checklist is assigned to an employee, Employers, Onboarding Feature Admins, and managers can open that employee's onboarding checklist, add notes, and update each task's status. Once assigned, the checklist is available even before the ...
How to Assign Onboarding Checklists
Assigning an onboarding checklist copies that checklist's tasks onto an employee's record as incomplete items so your team can track them through completion. Create checklist templates first under Onboarding → Settings → Onboarding Checklists. See ...