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Unlocking a New Hire to Update Paperwork & Resetting their Password

"Unlock New Hire" allows the new hire access to log in to Onboarding and correct their paperwork if any errors were found. The option to "Unlock New Hire" is only available if the new hire has completed their paperwork and a manager has not yet completed their portion of their paperwork.

When unlocked, the new hire will be moved to the "Incomplete New Hires" tab. You may also need to perform other actions, such as updating when they are scheduled to complete their onboarding by or helping them update their password if they have forgotten it.

Table of Contents

Unlocking a New Hire

  1. Click New Hire Dashboard from the top menu.

    Onboarding_-_Admin_-_New_Hire_Dashboard.png

  2. The Manager Action Items tab should be the initial tab shown. If not, click the tab.

    New_Hire_Dashboard_Tabs_-_Manager_Actions_Items_-_00.png

  3. You will see the Manager Actions Items page like below. New Hires that have completed their paperwork will be listed.

    Manager_Action_Items_-_Menu_-_00.png

  4. Click the ... button under the Action column.

    Manager_Action_Items_-_Actions_-_Arrow_-_00.png

  5. Click Unlock New Hire.

    Manager_Actions_Items_-_Actions_-_03.png

  6. Click Unlock in the confirmation window.

    Unlock_New_Hire_-_00.png

  7. The new hire will now be able to sign in to complete/update their paperwork. 

Updating Scheduled Completion Date

If the new hire's scheduled completion date has passed, you may need to update the scheduled date.

  1. Click the Incomplete New Hires tab.

    Onboarding_-_Change_Password_-_02.png

  2. Click the ... button under the Action column for an employee and click Edit New Hire.

    Incomplete New Hires - Edit New Hire - 01.png

  3. Update the date the new hire's onboarding should be completed.

    ONB - Edit New Hire - 01 - Scheduled.png

  4. Save any changes.

Resetting Password for a New Hire

If the new hire filled out their paperwork through Kiosk mode and did not enter their own email, you can set up a password for them from the "Incomplete New Hires" tab so they can sign in and correct their paperwork. 

  1. Click the Incomplete New Hires tab.

    Onboarding_-_Change_Password_-_02.png

  2. Click the ... button under the Action column for an employee and click Change Password.

    Onboarding_-_Change_Password_-_03.png

  3. Update the password for the new hire.

    Onboarding_-_Main_-_Change_Password.png

  4. The new hire will now be able to sign in with their kiosk-generated username and password you created for them.
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