Administrator Topic

Create Preboarding Organizational Unit Configuration

From the Create Preboarding Organizational Unit Configuration page, you can create preboarding organizational unit (OU) configurations that new hires will be placed into if they meet the availability criteria that are defined for the OU. These configurations will be available for recruiters to select on the Start Onboarding page when onboarding external users.

To access the Create Preboarding Organizational Unit Configuration page, click the Create Configuration button on the Preboarding Organizational Unit Configurations page.

Created By

The user who is creating the preboarding OU configuration displays at the top of the page.

General Information

This section enables you to define the title and description. Required fields are identified with a red asterisk.

  • Preboarding OU Configuration Title - Enter a title, up to 100 characters.
  • Preboarding OU Configuration Description - Enter a description, up to 250 characters. The description should be worded in a way that helps recruiters know the purpose of this configuration. For example, if you create a configuration for newly hired sales managers, then the description could be something like "Use this preboarding OU configuration for all newly hired sales managers."

Preboarding Organizational Units

This section is where you will select the individual preboarding OUs for this configuration. Standard and custom OUs are available. Required fields are identified with a red asterisk.

To select the OUs:

  1. Enter the OU name in the predictive search field, and then select the OU from the list of matching OUs.
  2. Or, click the Select icon to open the OU pop-up. Then, select the OU from the list.

If this preboarding OU configuration is selected by the recruiter on the Start Onboarding page for a new hire, then the new hire will placed into the preboarding OUs until their hire date. Once the new hire reaches their hire date, they are automatically moved into the OUs that are defined in the Organizational Units section on the Start Onboarding page. Note: It is possible that the preboarding OUs and the OUs that the applicant will move into on their hire date are the same OUs, depending on the preboarding OU configuration and the Start Onboarding page settings.

Allow Edits to Preboarding OUs

The Allow edits to preboarding organizational units on the Start Onboarding page option enables you to enable or disable changes to the preboarding OUs. The option is checked by default.

When checked, recruiters are able to change the preboarding OUs on the Start Onboarding page.

Availability

This section enables you to select the availability criteria for the preboarding OU configuration. The availability determines the criteria that must be met in order for this preboarding OU configuration to be available for recruiters to select on the Start Onboarding page.

For example, you create a preboarding OU configuration called Accountant New Hires. The availability criterion in the Position field is the Accountant Position OU. When a recruiter configures the Start Onboarding page for a new hire in the Accountant position, the recruiter will be able to select your Accountant New Hires preboarding OU configuration because the candidate was hired for an Accountant position.

To select the availability:

  1. Click the Select OU Criteria drop-down. This displays a list of the available OU types.
  2. Select an OU type. This enables the predictive search field to display.
  3. Enter the full name or partial name of an OU in the field, and then select an OU from the list of matching OUs.
  4. Or, click the Select icon to open the OU pop-up. Then, select the OU from the list.

Repeat these steps to add additional criteria.

 

Last Published: 9/10/2021 If you have feedback or suggestions for an Online Help article, please select this link. © 2021, Cornerstone OnDemand