Onboarding Tasks

The Onboarding Tasks option on the Enhanced Dashboard is used to view information about active onboarding workflows.

When this option is selected in the first drop-down, a color-coded pie chart displays to indicate the number of workflows in each status and the percentage of total active workflows made up by each status. In addition, a list of employees who have an active workflow displays in the data table, and additional drop-downs display to allow the user to filter the chart and table based on which forms remain outstanding and time period.

Note:  The data table only displays employees to which the user has been granted access using the Users form (See Editing a User).

Viewing the New Hire Task List

In the data table, click an employee's name in the New Hire column to display the New Hire Task List, where a list of the forms included in the employee's workflow can be reviewed.

Field	Description
Tasks performed by	The new hire completing the tasks.
Workflow Status	The status of the new hire workflow. • Not Started: Forms in the workflow have not been started • In Progress: At least one form has been started • Complete: All forms, Including the I‑9 Section 2, are complete
Form	The name of the form in the new hire workflow.
Version	The version of the form.
Form Status	The status of the form (Not Started, In Progress, Submitted, Completed).
Due Date	The date the form is due.
Due Date Status	The status of the form in relation to the due date (Not Due, Due Today, Past Due).
Submit Date	The date the form was submitted.
Approval	Type of approval (I‑9 Section 2, Pay Card Account).
Version	The version of the approval.
Approval Status	The status of the approval (Not Started, In Progress, Completed).
Due Date	The date the approval is due.
Submit Date	The date the approval was submitted.
Approver	The approver <first name> <last name>.

Actions

Click the Actions link for an employee to display a list of additional functions that can be performed for the employee.

The following options display:

Option	Description
Send Reminder	This option is used to send a message to the employee to remind them to complete their onboarding workflow. The template for this message can be customized using the Message Templates form (See Maintaining Message Templates (Onboarding)).