To-Do Tasks for Managers and Participants in Onboarding/Offboarding Processes Available on the Latest Home Page
In the For You Today section on the latest home page, managers and other participants (e.g. HR) in onboarding or offboarding processes can take actions regarding their to-do tasks. Within that section there are three types of cards: Data Review, Compliance, and Manager Activities. By default, only to-do tasks that are created or modified in the past 90 days are being migrated to the latest home page. Older to-do tasks are accessible in the To-Do List side panel.
| Card Title | Task Name |
|---|---|
| Data Review | Review New Hire Data |
| Review Offboarding Data | |
| Complete Rehire Verification | |
| Compliance | Complete Form I-9 |
| Complete Form I-9 Signature | |
| Manager Activities (onboarding process) | Set Goals for New Hires |
| Recommend Links for New Hires | |
| Write Welcome Message | |
| Assign a Buddy | |
| Schedule Onboarding Meetings | |
| Recommend People for New Hires | |
| Prepare for New Hire's Day 1 | |
| Update New Hire's Day 1 Locations | |
| Request Equipment for New Hires | |
| E-Sign Employee Documents | |
| Manager Activities (offboarding process) | Announce Termination to Coworkers |
| Write Farewell Message | |
| Create Knowledge Transfer Plan | |
| Complete Knowledge Transfer | |
| List Assets to Return | |
| Schedule Offboarding Meetings | |
| Track Return of Assets | |
| E-Sign Employee Documents |
Managers and participants in onboarding and offboarding processes can get timely notification of their most urgent tasks and perform important tasks on the home page.
Configuration Requirements
Technical Details
|
Reference Number |
OBX-19639 |
|
Product |
Onboarding |
|
Module |
Onboarding |
|
Feature |
|
| Action |
Info only |
|
Configuration Type |
Admin Opt-in |
|
Link to Demo |
Manager and Participant Experience for Onboarding/Offboarding on the Latest Home Page |
|
Lifecycle |
General Availability |
|
Type |
New |
|
Major or Minor |
Major |
|
Modular Business Process |
Hire to Retire |
|
Software Version |
1H 2022 |
|
Valid as Of |
2022-05-20 |
|
Latest Document Revision |
2022-04-08 |