Onboard Configuration Guide

Abstract Learn what's new. Table 26. New Items

Three Onboard applications work together for the onboarding experience. Onboard New Hire (for new hires) Onboard Manager (for onboarding managers) Onboard Configuration (for administrators who configure Onboard) Onboard Configuration is...

Abstract Product Talent Onboard. This page is used to register for the Infinite Talent Onboard courses. There is no charge for these courses. Use the provided registration links to register for the courses. Badge and Course Descriptions: Talen...

Abstract Both Onboard New Hire and Onboard Manager are accessible via the BrassRing Platform. In the BrassRing Platform, there is a banner/header row . It includes the name of the application, in this case, either Onboard or Onboard Manager ...

Abstract You access the Onboard Configuration application (standalone/backend Onboard) from Onboard Manager. There are two types of users who use Onboard Manager: onboarding managers and people who do Onboard configuration. Both types of users re...

Abstract This section includes configuration for clients using Onboard Configuration in combination with other functions/applications of the BrassRing Platform.

Abstract This section describes how to configure the Onboard application URL. In the Global Toolbar, display the Settings menu and then select Settings . Select the System Configuration tab, if necessary, to display system configuration ...

Abstract This section describes how to remove validation on a user's Last Name In the Global Toolbar, display the Settings menu and then select Settings . Select the System Configuration tab, if necessary, to display system configuration...

Abstract Pass-through authentication enables the BrassRing user to launch Onboard and be authenticated and logged into Onboard automatically. When pass-through authentication is enabled, Onboarding is available to the BrassRing user via their Candi...

Abstract On the Manage New Hires page, there is a Job Application filter and a Job Application column in the Table Display . USE IN ONBOARD MANAGER The Job Application filter includes the following standard fields : Active . Job appli...

Abstract The Employee status can be captured using onboard reports. Users with access can generate an ad hoc report to check the Employee status of each new hire. The Employee Indicator field (applicant entity) displays as a column with the employ...

Abstract This section describes how to configure Hiring manager permissions to allow unrestricted access to the complete list of new hire records and onboarding tasks. Hiring managers can have unrestricted access to the complete list of new hire ...

Abstract The Auto-Logout activity ensures the new hire is automatically logged out after the completion of an activity. For example: If the activity is an I-9 activity, the new hire is logged out after he/she completes the I-9 Section 1. Note ...

Abstract Onboarding managers with access rights can view reports by selecting the Reports link from the Onboard Manager navigation menu. Access to Reports in the Onboard Configuration application is based on configuration. Figure 68. R...

Abstract The start date in I-9 Section 2 can be automatically prepopulated from another date field. USE IN ONBOARD Once this feature is configured, for the I-9 Section 2 activity (or for reopening I-9 Section 2): The start date is automat...

Abstract Some completed tasks can be reopened. Introduction Overview: 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 o...

Abstract There are additional configurations to prevent/allow the reopen of a completed task. Introduction Overview: You can identify a specific workflow task that will prevent the reopening of completed tasks. The prevention of reopen is...

Abstract Reminders and escalations can be sent based on currently existing due-date configurations. Introduction Reminder and escalation emails can be sent to new hires and onboarding managers. When emails are triggered can be tracked. Note: Ga...

Abstract Talent Suite tasks with due dates appear first in the task list when due. When they are overdue they appear in highlighted text. To configure due dates: Enable calendaring (System Settings > Onboard Settings > Enable Calendaring...

Abstract You can define which fields drive due date functionality. Introduction There is an additional configuration on date fields to define which fields drive due date functionality. Note: There is no visible change to Onboard Manager or Onb...

Abstract Do you have new or modified Onboarding forms to present to your new hires and need to understand how to prepare and configure the form in the Onboarding system? MANAGE AND EDIT FORMS The Onboarding system allows organizations to prepopu...

Abstract D_GENDERS has two new selections. Gender Non-Binary / Third Gender Do Not Wish to Disclose By default, these selections are disabled. The existing gender selections still remain: Female, Male, and Prefer Not to Answer. Manage ...