Visibility Note: The Onboarding tab only displays if a user is currently or has previously been through onboarding.
The Onboarding tab displays an applicant's onboarding workflows. Workflows are launched by the recruiter from the Applicant Profile page, and the applicant and recruiter can then view the workflows from Universal Profile. The tab displays all workflows that have been launched for the applicant.
This page is available to recruiters who have access to the applicant's profile and also permission to view onboarding for an applicant. This page is also available to recruiters who have permission to manage employee onboarding. The Employee Onboarding functionality must also be enabled for the portal.
A Human Resources Manager is looking through the Universal Profile > Bio pages of various employees within the company. She can see the Onboarding tab for users who are currently onboarding or who have previously gone through onboarding. She cannot see an Onboarding tab for users who have not been through onboarding before.
|PERMISSION NAME||PERMISSION DESCRIPTION||CATEGORY|
|Employee Onboarding: Manage||Grants ability to manage user onboarding in the Onboarding Dashboard and the Onboarding tab on the Universal Profile. This permission can be constrained by OU, User's OU, and User Self and Subordinates.||Employee Onboarding|
|Employee Onboarding: View||Grants ability to view the Onboarding Dashboard and the Onboarding tab on the Universal Profile. This permission can be constrained by OU, User's OU, and User Self and Subordinates.||Employee Onboarding|
The View Team flyout is designed to allow managers
An button may be available on various pages of the Universal Profile. This menu may include options such as Assign Training and Create Goal. See Universal Profile Options Drop-down Overview.
At the top of the page, the information that is displayed about the user is determined by the administrator.
The user's photo may be displayed. Select the user's photo to view an enlarged version of the photo in a pop-up. In addition, the following user information may be displayed:
- User's First and Last Name
- User OU 1
- User OU 2
Note: Users may be able to edit their photo via the My Account > Preferences page. See My Account - Preferences.
Bio Page Subtabs
The following subtabs may be available on the Bio page:
The Onboarding tab displays all workflows that have been assigned to the applicant. Each workflow displays in a separate panel that can be expanded or collapsed. The most recent workflow is expanded by default.
The following information displays in the upper portion of the workflow details:
Organizational Units on Hire Date
This section displays the new hire's future OUs that they will move into on their hire date. Both standard and custom OUs display.
Employee Relationships on Hire Date
This section displays the new hire's future relationships that they will get on their hire date.
This field displays the applicant's progress in the workflow. The applicant's workflow progress status displays to the right of the field name. The following are the potential statuses:
- In progress - This indicates that the applicant has not yet been onboarded to an employee.
- Working - For portals that have Onboarding enabled and User Types and Statuses, the external applicant's status changes from Onboarding to Working when the applicant reaches their onboarding hire date.
The completion percentage displays next to the status. The applicant's progress also displays as a colored progress bar.
Canceled Onboarding for External Applicants
If onboarding is canceled for external applicants, then the user type that was defined in the User Type section is removed. This allows external applicants to have the appropriate user type of external applicant when onboarding is canceled.
In addition, the user's status is canceled so that the external applicant returns to being an external applicant instead of being a user in the system.
Task Table Section
The following information displays in the task table:
This column displays the title of the task, including integration tasks.
For form tasks, the title displays as a link. Click the link to view the form.
This column displays the status of the task, including integration tasks. The following are the possible statuses:
|Assignee||This column displays the name of the user assigned to the task.|
This column displays for all tasks but only provides results for integration tasks. The column is blank for form tasks.
I-9 E-Verify Tasks
The result displays the status of the I-9 form after it has been submitted to the third party application. The column displays one of the following results of the e-verification, depending on the case state of the verification process:
The result displays status updates for W-4 form tasks. The updates are sent by CIC Plus. The following results may display:
Once all forms are completed, the Result column is blank and the Status column displays a Completed status.