--- title: "Manage Onboard Settings" slug: "manage-onboard-settings" updated: 2024-02-27T11:55:48Z published: 2024-02-27T11:55:48Z canonical: "documentation.infinite.com/manage-onboard-settings" --- > ## Documentation Index > Fetch the complete documentation index at: https://documentation.infinite.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage Onboard Settings Abstract You can enable Onboard settings such as I-9 Section 3 settings, Calendar settings, and Sign and Submit form functionality. ### Introduction You use **Onboard Settings** on the **Manage System Settings** screen to screen to configure Onboard settings. This includes: - Enable Calendaring Settings - Enable Admin Sign & Submit Functionality - Enable Talent Suite Configurations - Enable Task Claiming Notification emails - Enable Reminder and Escalation - Enable Manage New Hires - Enable Field Branching - Enable HTML Coding in Field Name - Enable I9 ThirdPartyApprover Assignment Auto-Completion - Allow New Hires to Reopen Completed Tasks - Enable I-9 Section 3 - Number of Days (before document expiration) to Create I-9 Section 3 Task - I-9 Section 3 Task Responsible User - Upload State Form based on Job State - Job Req. Number for Employee Search Action - Disable Prepopulation of Data in Form I-9 Wizard - Enable New Hire Synchronization with Admin ### How to Access the Screen 1. Display the **System Configuration: Manage System Settings**screen. 2. In the list pane, select **Onboard Settings.** The **Onboard Settings** screen displays. ### Tasks You Can Do on This Screen - ![Save icon](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/0fb09a0e-3eff-466e-b769-85a4c1b5bf90.jpg) - Modify and save Onboard settings. ### Field Descriptions on This Screen | Screen Item | Description | | --- | --- | | Enable Calendaring Settings check box | Enables administrative users to schedule appointments from the activity screen, filter dashboard panel data by date, and associate tasks to dates. | | Enable Talent Suite Configurations check box | Enables Talent Suite configurations. When selected, it reveals ALL Talent Suite configurations to a client. It is specifically used during an upgrade to make configuration BEFORE clients go live. Once live, the setting remains enabled to display all the Talent Suite configurations, which include: User Type, Activity, State Form, and workflow configurations. You can: - Configure the employee status indicator (via Employee Indicator check box) on the Manage Job Workflow screen. This indicator is a built-in function that indicates a new hire's onboarding completion status. Based on the indicator, a new hire can access selected social features, but not all of the tools, until he/she completes onboarding and is considered an employee. Once a new hire becomes an employee, he/she has access to additional social tools including social profile, news feed, communities, and people search. Selecting this check box assures a seamless transition from new hire to employee because it changes the employee status of the new hire. - Add/edit instructional text (via Activity Instructional Text check box) for an activity function in the Manage Job Workflow screen. - Configure the Generic Form Activity template in the Manage Activity Fields screen. - Enable tax credit settings in the Tax Credit Settings pane of the New Hire Integration Settings on the System Configuration: Manage System Settings screen. | | Enable Task Claiming Notification emails check box | Enables task claiming notification emails. | | Enable Reminder and Escalation check box Note: There are also reminder and escalation fields on the Manage Activity Fields screen and Manage Job Workflow screen. | Enables reminders and escalations based on currently existing due-date configurations. By default, it is not selected. | | Enable Manage New Hires check box | Enables the Manage New Hires screen and its filters (in Onboard Manager). By default, this setting is not selected. | | Enable Field Branching check box | Enables field branching. This allows only relevant fields to be displayed to a new hire based on previous answers within the same task. Note: Used with Manage Activity Fields. | | Allow New Hires to Reopen Completed Tasks check box Note: There are user type permissions that can also selected that allow some completed tasks to be reopened: Allow Reopen Own Tasks check box and Allow Reopen Any Task check box. | Enables some completed tasks to be reopened. By default, it is not selected. When selected, it is retroactive, allowing already completed tasks to be reopened. - The status of the task must be Completed. - Onboarding managers can only reopen tasks they were authorized to open. - With a reopened task, the data is overwritten (so only the most current data is retained). - This is a retroactive feature, allowing already completed tasks to be reopened. - The task status for a reopened task changes from Completed to In Progress. - As it relates to conditions, reopening/editing does not create new tasks nor change already created tasks. - A menu item allows onboarding managers to reopen a completed task, and then provide a reason for the reopen. - An Edit button allows new hires to make changes to a reopened task. The completed tasks onboarding managers can reopen are: - No Template - Generic Form Activities - State Forms. Note: Onboarding managers just reopen a state form. The new hire is the person who will make changes. - Onboarding US W4. Note: Onboarding managers just reopen a W-4 form. The new hire is the person who will make changes. - I-9 Section 2. Note: A completed I-9 Section 2 task can be reopened from a task list page unless it is associated with an already In Progress or Completed E-Verify task. Therefore, if an I-9 Section 2's corresponding E-Verify task is In Progress or Completed, the I-9 Section 2 cannot be reopened from a task list page. An error message occurs. There can be no errors with I-9 Section 2. The completed tasks new hires can reopen are: - No Template - Generic Activities - State Forms - Onboarding US W4 | | Enable I-9 Section 3 check box | Enables I-9 Section 3. | | Number of Days (before document expiration) to Create I-9 Section 3 Task | Indicates the number of days before document expiration to create I-9 Section 3. | | I-9 Section 3 Task Responsible User | Indicates the user type (Hiring Manager, I-9 Administrator, Recruiter, and so on). | | Disable Prepopulation of Data in Form I-9 Wizard check box | If selected, disables prepopulation of new hire information in the I-9 wizard. | | Enable New Hire Synchronization with Admin check box (configured at client creation, so is already selected, and cannot be unselected) | Synchronizes the Talent Suite and Onboard. It is enabled for all new Talent Suite clients by default, and enabled by Database script for all upgrade clients. It cannot be enabled/disabled. | | Enable I9 ThirdPartyApprover Assignment Auto-Completion check box | Allows an admin to configure the Onboard I-9 Third Party Approver Assignment template to be auto-completed when the approver is passed through B-O integration so that the admin doesn't need to manually complete the task. | ### Specifying Onboard Settings 1. Display the **Manage System Settings**screen. 2. In the list pane, select Onboard Settings. The **Onboard Settings**screen displays. 3. Select the check box for each **setting**that should be enabled. 4. Select the **Save**icon ![Save icon](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/61428295-9611-43e1-a5ec-c79d5d7282fc.jpg) .