From the New Hire Dashboard page, you will see three tabs for:
Manager Action Items
The Manager Action Items tab will list all of the employees waiting for manager review. When an employee has completed their paperwork, the manager will find the employee's name listed here for review and for the manager to complete their part of the new hire paperwork. The information from the manager is not shared with the new hire.
Incomplete New Hires
The Incomplete New Hires tab for managers will display all of the new employees that have not started their paperwork, those currently completing the new hire section of the paperwork, and their current step.
Recently Hired
The Recently Hired tab will display a list of new employees that have completed the paperwork process entirely within the date range selected in the filter. Managers can filter the display by designating the number of days they wish to view and clicking the filter button. The default is 60 days.
Manager Action Items
The Manager Action Items tab will list all of the employees waiting for manager review and are waiting for further input by the manager. If you have set up Notifications, the Manager may have also received a notice letting them know they have an action to take. For information on how to set this up, you can refer to Complete Guide to Notifications for Onboarding
From here, you will see the following columns:
- New Hire Name
- Username
- Current Process Step
- Job Title
- Location
- Phone(s)
- Process Started
- Assigned To
Sorting/Filtering Options
- Clicking any of the column headers will allow you to sort the list.
- The list can be filtered by designating the number of days they wish to view and clicking the filter button. The default number of days is 60 days.
- The number of new hires to be listed can be changed to 5, 10, or 25 new hires per page.
Manager Action Items Actions
Clicking the ... button under the Action column will let you:
- Edit New Hire - Edit the new hire and update job information.
- Disable New Hire - Prevents the new hire from logging in to Onboarding and removes them from the New Hire Dashboard. May be necessary if a new hire has completed their paperwork, but did not pursue employment with the company.
- Unlock New Hire - Allows the new hire access to log in to Onboarding and correct their paperwork if any errors were found. This option is only available if the new hire has completed their paperwork and a manager has not yet completed their portion their paperwork.
- Complete New Hire - Complete the manager's portion of the new hire's paperwork.
- Add Comment - Add an internal comment to the new hire.
Complete New Hire
"Complete New Hire" requires a manager to finish their portion of a new hire's paperwork. The manager will view a series of steps similar to what the New Hire went through, but with fewer steps. Depending on your Administration/Account settings, some of the available steps/fields can differ.
- Click the ... button.
- Click Complete New Hire.
- Login - The first page will ask the manager to acknowledge the given statement. If required, the Manager may need to enter their password.
- i9 - The manager will list the documents that the new hire provided for the hiring manager to verify their identity and ability to be employed in the United States. An example of the document will be shown and what information should be noted.
- Additional Info - The Start Date will always be required in this set.
- The Start Date will always be required in this set.
- If the new hire did not enter their gender and race, the manager will be required to complete the information and make their best guess.
- Custom fields will be present for the manager if set up. If you would like assistance with custom fields, you can refer to Complete Guide to Custom Fields for Onboarding
- Review - Review the information entered for the new hire.
- Sign - The manager will review and sign-off on the paperwork.
- After the manager has completed their portion of the paperwork and signed off on the new hire, they will reach the "Complete" step.
Depending on your Notification setup, an email may be sent to individuals that the new hires Onboarding is complete.
When the new hire's Onboarding is complete, they will move from the Manager Action Items tab to the Recently Hired tab.
Incomplete New Hires
The Incomplete new Hires tab will list all of the new hires that are still going through their Onboarding paperwork and add a new hire manually if they were not added through the Applicant Tracking System.
In the top left, you can click "Add New Hire" to enter a new hire manually.
From here, you will see the following columns:
- New Hire Name
- Username
- Current Process Step
- Job Title
- Location
- Phone(s)
- Process Started
- Assigned To
Sorting/Filtering Options
- Clicking any of the column headers will allow you to sort the list.
- The list can be filtered by designating the number of days they wish to view and clicking the filter button. The default number of days is 60 days.
- The number of new hires to be listed can be changed to 5, 10, or 25 new hires per page.
Incomplete New Hires Actions
Clicking the "..." button under the Action column will let you:
- Edit New Hire - Edit the new hire and update job information.
- Disable New Hire - Prevents the new hire from logging in to Onboarding and removes them from the New Hire Dashboard.
- View New Hire - View the information entered by the new hire so far.
- Add Comment
- Reset Password - Sends a "Password Reset" email to the new hire.
- Change Password - Allows the manager to change the password for a new user. This is useful for Managers that need to update the email for a new hire that does not have an email.
Adding a New Hire
If a new hire must be added to Onboarding, but was not hired through the Applicant Tracking System, you can add the new hire manually.
- Click Add New Hire
- Fill in the available fields (* - Required Field)
- First & Last Name*
- Email Address* - The email address for the new hire to verify their account and create their password.
- Username (User Login)* - The username will be used by the new hire to sign in to the Onboarding website and begin their paperwork. It is typical that the email address and username for ease of use.
- Hiring Template - If a hiring tempalte has been created, you can select it from this drop-down to fill in the appropriate fields. For more information about hiring templates, you can refer to Complete Guide to Hiring Templates
- Location* - The location that the new hire will be working.
- Hiring Manager* - The manager that will be taking care of the new hire's paperwork.
- Job Title*
- Employment Type - Choose from Full Time, Part Time, or Seasonal.
- Pay Rate - Choose from Hourly or Salary.
- Amount
- Traning Pay Rate per Hour - If the new hire is to be paid an alternative rate while undergoing training. This is an alternative setting that can be enabled from the Administration page.
- Scheduled to complete onboarding on
- Click Submit when finished.
The new hire will receive an email to verify their account and create their password.
Recently Hired
The Recently Hired tab will display a list of new hires that have completed their paperwork and managers who have completed their onboarding.
From here, you will see the following columns:
- New Hire Name
- Username
- Current Process Step
- Job Title
- Location
- Phone(s)
- Hire Date
- Assigned To
Sorting/Filtering Options
- Clicking any of the column headers will allow you to sort the list.
- The list can be filtered by designating the number of days they wish to view and clicking the filter button. The default number of days is 60 days.
- The number of new hires to be listed can be changed to 5, 10, or 25 new hires per page.