The "Onboarding List" tab for Onboarding shows a list of employees who can go through Onboarding. From this page, you can specify the Onboarding template to complete, their Onboarding status, and their Onboarding Portal status.
Navigating to Onboarding
- Expand Settings and click Onboarding from the menu.
- Click the Onboarding List tab.
Filtering New Hires
The employees who populate the list are based on the employees with a hire date within the filtered range at the top of the menu.
List of Employees
Employees will be listed with their:
- Phone
- Hire Date
- Login Date
-
Progress
- Tasks
- Survey
- Benefits
- Portal Status
Actions Menu
The Actions menu allows you to:
Filter
Click the icon to filter your employee list based on their eligiblity, employee status, and/or portal status.
Starting Employee Onboarding
- Make sure the employee is listed as expected with the date and status filters.
- Select the Onboarding Template for the employee to complete. If the desired Onboarding Template is not available, make sure that the employee is eligible for the template.
- Click the toggle to enable the Onboarding Portal.