For organizations that have integrated and are using our Core HR and Onboarding modules, you will be able to manage your onboarded new hires from the "Onboarding New Hires" tile on the Admin Homepage of Core HR. Below you can see an example of the Onboarded New Hires tile. This example indicates there are four employees waiting to complete the process by either the HR Admin (Core HR) or the Hiring Manager (Onboarding).

Employee List

Clicking the number in the "Onboarding New Hire" tile will take you to the Onboarded New Hires page with a list of incomplete new hires imported from your Onboarding module.  An "Incomplete New Hire" refers to a New Hire who has completed the employee portion of the new hire paperwork in Onboarding and has not been completed by the Hiring Manager in Onboarding or the HR Admin in Core HR.

In the example below, there are multiple employees listed. The last employee on the page shows that neither the HR Admin (Core HR) nor the Hiring Manager (Onboarding) has completed their tasks.

The page will list any incomplete new hires from Onboarding and detail the:

• Employees Name
• Title
• Facility
• Active Admin - The admin that is currently working on this employee record. Clicking the name of the Admin will allow you to initiate an override. 
• HR Admin Complete - There will be a checkmark if the employee has all required fields completed and is saved in Core HR. After an employee is HR Admin Complete, their name will no longer be hyperlinked for easy navigation in Core HR.
• Hiring Manager Complete - There will be a checkmark if the Hiring Manager paperwork has been completed for the New Hire, including the I9 Form, in Onboarding. All updates and edits to the employee record to make them Onboarding Manager Complete are required to be completed in the Onboarding module.

Employees will be listed on the Onboarded New Hire page until both the HR Admin and Onboarding Manager have completed their required tasks. Completion of HR Admin and Onboarding Manager tasks can happen in any order. You will have a checkmark below the HR Admin or the Onboarding Manager complete column to indicate completion. Once both parties have been completed, the employee will no longer be listed on the Onboarded New Hire page.

You can click the employee's name to view the employee's profile in Core HR to complete other required and optional fields for their employee profile.

Auto-Increment IDs with New Hires

If you are also using 'Auto Increment Employee IDs' with no duplicates, selecting an employee will reserve the auto-incremented employee ID. This is to mitigate any situations of duplicate employee IDs when multiple admins are working on multiple new hires concurrently.

If the employee profile is not fully completed and saved, the Employee ID field will no longer be editable and will display the message "Assigned on save" to ensure that the Employee ID is only assigned once the profile is fully completed and saved, preventing unnecessary or premature assignment of IDs.

Admin Override

If an Admin is already working on an employee record, another Admin can click the name of the Admin currently working on the employee record to override them and take over.

After clicking 'Override', the active Admin working on the employee profile is switched to the Admin who clicked 'Override', and taken to the employee profile. The original admin's work will not be saved, and if the original admin tries to save their work, a message will appear on the demographics screen indicating that they have been overridden.