Reviewing Onboarding Tasks

Abstract

You can review all the onboarding tasks for a specific hire. Filters help you to limit the tasks you want to view.

There are job-related filters (Job Application and Task Status) for Onboarding Tasks in a new hire's profile page, and corresponding columns display on the Onboarding Tasks page.

Note: When the Task Owner is a Recruiter, a Tax Credit Check Confirmation task displays.

1. Access a hire profile page, and select the Onboarding Tasks menu link.

2. On the Onboarding Tasks page, review all the onboarding tasks for the hire. The tasks that display can vary.

3. To change the filters, select the Change Filters link, select the filters you want, and select the Apply Filters button.

   Table 20. Onboading Tasks Fields

   Field	Description
   Task Title	Task title (a link to the task).
   Task Owner	Task owner. A task owner can be an individual person or a user type. When the task is assigned to a user type, then all individuals in the system who are assigned that same user type can access and complete the task.
   Due Date	Date the task is due.
   Status	Task status: All, Completed, Overdue, In Progress, Not Started, or Pending.
   Job Application	Job application.
   Job Application Status	Status of job application: All, Active, Inactive.
   Requisition Number	Requisition number.

   Table 21. Filter Fields

   Field	Description
   Change Filters Link	Displays filter check boxes, allowing you to select how you want tasks to display.
   Job Application	Allows selection from a drop-down: All. Displays a list of all job applications associated with new hires. Active. Displays a list of all active job applications associated with new hires. Inactive. Displays a list of all inactive job applications associated with new hires.
   Task Status	Task status, from drop-down: All (displays all) Completed Overdue In Progress Not Started Pending
   Show Tasks Due Drop-Down	Filter that allows you to view tasks due in specific timeframes: At any Time, Today, Up To One Week Ago, Up To Two Weeks Ago, Up to 30 Days Ago, Up to 60 Days Ago, Up to 90 Days Ago, Up to 6 Months Ago, Next Week, Next Two Weeks, Next Month, Next Three Months.
   Apply Filters Button	Applies the filters.