The Onboarding Tool menu groups various features used in the onboarding process for new employees. These include:
While these do streamline the process of bringing new hires on board, these tools are also very helpful with daily employee maintenance. You will find these Onboarding Tools in the Admin Tab under HR Setup. Let's look at three today. |
| 1. Checklists What are Checklists? Checklists are used to group tasks for employees and provide a method to track the progress of completion of assigned tasks. Checklists can be used in the onboarding process to ensure employees complete forms and other tasks like enrolling in benefits, signing up for direct deposit, or uploading certificates. To view a configured checklist, select the Edit icon.  Checklist Settings In the settings area, the Auto Add to New Employees box is checked. This assigns the checklist to new employees automatically upon hire. The Auto Add to Current Employees box allows a new checklist to be assigned to all employees or a group of designated employees automatically.
Checklist Groups Checklists tasks may be separated into groups if needed. Notice there is a group of Employee To Dos. Below we see the Manager To Dos. This makes it easy for the Company Administrator to know which tasks are assigned to which person. The actual assignment, however, is designated in the Checklist item itself.  Checklist Items To add new items, designate which group to place the item in for easy reference and select the checklist item. The checklist item configuration contains instructions for each task, and person assignment (who receives the To Do Item).  Summary Once the checklist is configured, it will be added to all new hires if the auto-add is set. Checklists can also be assigned manually to employees, if and when needed. |
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Checklist Considerations Take a few minutes to review some items to consider as you configure checklists.
2. Custom Forms |
 Custom Forms Page |
| The Custom Forms feature takes your paper PDF form and converts it into a digital format. Employees easily complete forms as self-service tasks. From the custom form screen, as an Administrator, you can update existing forms or create new ones. |
Add New Page or Upload PDF Document Options |
| Create Custom Forms by uploading an existing form and adding fields to be completed. The existing document must be in pdf format to be used as a form. |
 PDF document upload with a Date field configured. |
| Within each page, fields are configured. Once the custom form is created, it is attached to a checklist, or added to employee accounts manually. From there, employees complete the form through employee self-service. |
Custom Forms Considerations Take a few minutes to review some items to consider as you configure custom forms.
 The Custom Forms feature is used to collect information from employees. Existing paper documents are uploaded and used to create forms. These become part of the employee’s account after they submit. It is a great way to eliminate paper processes. |
| 3. HR Actions HR Actions HR Actions are used to make changes to fields on employee accounts. Configuration Information There are 2 types of HR Actions.
 Employee Experience Going into the employee personal information change HR Action, an employee fills out this configured screen when they move. Their new address is updated in the system, after the HR Action follows a workflow and is approved.  HR Actions and Workflows HR Actions allow for the automation of managerial and employee self-service tasks. HR Actions must follow a company defined process (workflow). |
| HR Actions Considerations Take a few minutes to review some items to consider as you configure HR Actions.
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