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Completing a New Hire from Manager Action Items for Onboarding

When a new hire has completed their portion of the paperwork, the manager will need 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 Onboarding settings, some of the available steps/fields can differ. 

When a manager completes the new hire's paperwork, the new hire will be unable to make any corrections to their paperwork, such as to their name. If a new hire needs to make any corrections, you can unlock the new hire's paperwork so they can log back in and correct their information/selections.

Table of Contents

Tips & Tricks

The following is not required to complete a new hire's paperwork in Onboarding, but may be useful.

Reviewing New Hire's Complete Paperwork

You can quickly review all of the information provided in a new hire's paperwork from the Electronic Filing Cabinet by viewing their "Complete Employee File".

  1. Click Electronic Filing Cabinet from the top menu bar.

    Onboarding_-_Admin_-_EFF.png

  2. Look for the new hire in the list.
  3. Use the drop-down menu under the "Document Type" column and select "Complete Employee File".

    ONB - EFF - Select Document - 01.png

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

    EFF_-_Table_-_Actions.png

  5. Click Open Document.

    EFF_-_Actions_-_Open_Document_-_01.png

  6. The document may download automatically or open in a new tab for you to review the information provided by the employee, such as their Social Security number, in the appropriate fields.

    ONB - EFF - Complete File - 01.png

Upload Documents

You can upload documents to the new hire's profile in case you need a digital copy, such as a copy of a driver's license, etc.

  1. Click Electronic Filing Cabinet from the top menu bar.

    Onboarding_-_Admin_-_EFF.png

  2. Look for the new hire in the list.
  3. Click the ... button under the Action column.

    EFF_-_Table_-_Actions.png

  4. Click Upload Document.

    EFF_-_Actions_-_Upload_Document_-_00.png

  5. Either drag-and-drop the file or select the file from your computer. Then select the document type from the drop-down menu. If you would like to add a document type, you can refer to the following article.

    EFF_-_Upload_Documents_-_00.png

  6. Click Upload and Save Document.

Completing New Hire Paperwork

Navigating to Manager Action Items
  • Click New Hire Dashboard from the top menu.

    Onboarding_-_Admin_-_New_Hire_Dashboard.png

  • 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

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

    Manager_Action_Items_-_Menu_-_00.png

  1. Click the ... button.

    Manager_Action_Items_-_Actions_-_Arrow_-_00.png

  2. Click Complete New Hire.

    Manager_Actions_Items_-_Actions_-_02.png

  3. Login - The first page will ask the manager to acknowledge the given statement. If required, the Manager may need to enter their password.

  4. i9 - The manager will list the documents that the new hire provided to the hiring manager to verify their identity and ability to be employed in the United States. After selecting the document type, an example of the document will be shown, and what information should be noted.
    • The Arcoro Onboarding and Human Resource solution facilitates the electronic delivery of the I-9, Employment Eligibility Verification form, as specified by the U.S. Citizenship and Immigration Services. This onboarding process enables both the employee and the hiring manager to electronically sign the form, which is then securely stored in an electronic file cabinet. This onboarding process enables the authorization of electronic signatures of both employee and hiring manager (company authorized representative).

  5. Additional Info
    • The Start Date will always be required in this set.
    • If the new hire did not enter their sex 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 the following article.
  6. Documents - If document uploading has been enabled, you will be able to review documents uploaded by the new hire and upload your own documents.

  7. Review - Review the information entered for the new hire. You can click any of the hyperlinks to jump to that page.

  8. Sign - The manager will review and sign off on the paperwork.
    • When signing the I-9 form, the hiring manager's signature will be dated and time-stamped.

      image9.png

  9. Everify - If Arcoro’s third-party vendor, EmpTrust, is contracted for E-Verify services, there will also be a step to submit the new hire's Form I-9 data to E-Verify. After the data has been sent and verified, the new hire will receive a success or failure status.

    ONB - Paperwork - Everify - 00.png

    • If the new hire receives a success, it will be indicated like below:

      Employee to Emptrust Success Response.png

    • If the new hire receives a failure, the new hire's data can be corrected/updated through the EmpTrust portal to get them through the process. 

      Employee to Emptrust Failure Response.png

  10. After the manager has completed their portion of the paperwork and signed off on the new hire, they will reach the "Complete" step.

    Complete_New_Hire_-_Complete_-_00.png

Depending on your Notification setup, an email may be sent to individuals when the new hire's 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

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