Managing a New Hire Packet

Abstract

You can view, print, or download a new hire packet, using the Documents page of a hire profile.

A new hire packet is a PDF that contains every PDF (or selected PDFs) completed by the hire while using Onboard.

ABILITY TO SELECT WHAT KIND OF FILES DISPLAY/DOWNLOAD

On the Documents page, in the View field, onboarding managers can select what kind of files they want to display on the screen (or download for the New Hire Packet). The options are:

• System (default). Displays system documents. This is the default. If you select System, the Job Application field displays, allowing you to select a job application ID from a drop-down menu.

• User. Displays user uploaded (new hire) documents.

• All. Displays both system and user documents. If you select All, the Job Application field displays, allowing you to select a job application ID from a drop-down menu.

ABILITY TO SELECT CUSTOM LIST OF FILES TO DOWNLOAD OR PRINT

On the Documents page, check boxes allow onboarding managers to select a custom list of files to download or print for the New Hire Packet.

New Hire Packet is disabled (is dimmed) until the onboarding manager selects at least one file:

New Hire Packet is enabled once the onboarding manager selects at least one file. Selecting it displays the following options:

• Print Hire Packet (PDF)

• Download Hire Packet (PDF). Note: The following message displays and blocks user actions while documents are being downloaded: [Please wait. Download under progress.]

1. Go to a hire profile page and select Documents from the menu.

2. On the resulting Documents page, for the View field, select the kind of documents you want to display:

   • System. Displays system documents. This is the default. If you select System, the Job Application field displays, allowing you to select a job application ID from a drop-down menu.

   • User. Displays user uploaded (new hire) documents.

   • All. Displays both system and user documents. If you select All, the Job Application field displays, allowing you to select a job application ID from a drop-down menu.

3. Select at least one document in order to enable New Hire Packet.

4. Select the New Hire Packet link or pointer. From the resulting menu, select either:

   • Print Hire Packet (PDF)

   • Download Hire Packet (PDF). You can open or save the New Hire Packet PDF. Note: Note: If you selected the All option, the New Hire Packet contains both system and new hire documents.