---
title: "Onboard Configuration Order"
slug: "onboard-configuration-order"
updated: 2024-02-28T06:42:47Z
published: 2024-02-28T06:42:48Z
---

> ## 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.

# Onboard Configuration Order

Abstract

This illustration addresses frequently used Onboard configurations or those that require particular attention.

This topic provides high-level configuration steps. These steps are listed in the suggested order of completion. Note: Due to the flexibility of Onboard and the Talent Suite, this topic does not address every possible configuration scenario. Instead, it covers the most common configurations, based on an 80/20 rule.

![illustration_onboard_common_tasks_configuration_order.jpg](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/409616a7-c55f-45f3-82fd-80dda5049e2e.jpg)

### Suggested Onboard Configuration Order

1. Define user types and associated capabilities (**New Hire Management, Administration,**and **Reports**) using the **Manage Users: User Type** screen. Note: This controls which configuration screens display.
2. Enable location management (as needed) using **Job Settings**on the **System Configuration: Manage System Settings** screen. Note: This controls which configuration screens display.
3. Define miscellaneous settings (in particular, the**Application URL**) using **Miscellaneous Settings** on the **System Configuration: Manage System Settings** screen.
4. Define Onboard settings, using **Onboard Settings**on the **System Configuration: Manage System Settings** screen.
  - **Enable Talent Suite Configuration**
  - Enable Task Claiming Notification E-mails
  - Enable Reminder and Escalation
  - 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
  - Disable Prepopulation of Data in Form I-9 Wizard
  - Enable Calendaring Settings
  - Disable Prepopulation of Data in Form I-9 Wizard
  - Enable New Hire Synchronization with Admin (cannot be deselected)
5. Define new hire integration settings (in particular, **E-Verify**and **Tax Credit Settings**), using **New Hire Integration Settings** on the S**ystem Configuration: Manage System Settings** screen.
6. Configure settings using the **Settings**pane of the **System Configuration: Manage New Hire Portals** screen (via the **Multiple New Hire Portals**tab). Note: For **Display Text, Labels and Custom Fields**, and **Field Sequence**), use the **System Configuration** tab.
  - **Settings**pane:
    - Name
    - Display Name
    - Description
    - Enabled (can't be deselected)
    - Organization
7. Define activities using the **Manage Activity Fields** screen (via the System Configuration tab).
  - Ensure the appropriate template type is specified for the intended activity.
  - You **cannot modify** the following activities:
    - I-9 Section 1
    - I-9 Section 2
    - I-9 Section 3
    - Onboarding US W4
    - State forms
    - Tax Credit Check
  - You **can modify** these activities:
    - No_Template
    - Generic Form Activity
  - You can also configure:
    - Whether or not the Generic Form Activity requires a signature.
    - Enhanced e-signature. If configured here and you want it on a task, you must also configure in the workflow.
    - Standalone settings.
  - If you want clients able to disposition applicants during the onboarding process, ensure that all onboarding activities have a Job Phase of Hiring and an Applicant Job Status of Verification. The Onboard End activity can have an Applicant Job Status of Started.
8. Define **Display Text, Labels and Custom Fields,** and **Field Sequence** (via the **System Configuration** tab).
  - Specify display text and instructional text (via the **System Configuration: Manage Display Text** screen).
  - Configure labels and custom fields (via the **Manage Labels and Custom Fields** screen).
    - Add custom fields for the Applicant entity.
    - Display dictionary values as radio buttons.
    - Edit field labels.
    - Validations
    - Enable/disable
    - Encryption
    - Required/optional
    - Dictionary used on the field
    - Height and width
  - Specify the inclusion of specific fields and their sequence/order on application screens (via the **System Configuration: Manage Field Sequenc**e screen). Customize:
    - PBUI - New Hire Profile
    - PBUI - Create New Hire Profile
    - PBUI - New Hire Profile Manager View
    - And so on
9. Specify the inclusion and sequence/order of columns on application screens that display information in a table format using the**Manage Screen Appearance** screen (via System Configuration tab). Customize:
  - PBUI New Hire Profile
  - PBUI New Hire Personal Info
  - PBUI My Tasks- Manager
  - PBUI Home-Manager
  - And so on
10. Using correspondence templates, customize a message for email correspondence sent at the end of an activity, using the**Manage Correspondence Templates** screen (via Correspondence on the System Configuration tab).
11. Define the system locales using the **Manage System Locales**screen (via System Configuration tab).
12. Configure system and custom **Dictionaries**(via the System Configuration tab).
  - Update dictionary values on a small scale using the Dictionary tab or use the Import/Export tab to make mass changes or to populate new dictionaries.
  - If necessary, use the Organization Levels tab of the Manage Dictionaries screen to enable or disable individual values for specific organization levels.
  - Configure deletion of dictionary values. Administrators can delete dictionary entries, ensuring the deleted entries do not appear in the user interface. This makes that dictionary value unavailable for future use. Note: When users delete a dictionary value from Manage Dictionaries, the dictionary value is soft deleted only. A soft delete occurs when a dictionary value is deleted from the interface but is NOT yet removed from the Talent Suite database. After a certain time frame, a scheduler runs in the background and deletes the dictionary value from the Talent Suite database permanently. Note: When a dictionary value is tied to job/applicant/employee/other records, users only need to disable (soft delete) the value, not remove it from the database completely. Tied records show this value, but the dictionary value is unavailable to select for any other Talent Suite records. If users import or add the same dictionary value through Settings >Utilities or Settings >Manage Dictionaries respectively, which has already been soft deleted, then the soft delete in Talent Suite is canceled. This rule also applies to dictionary values exported through the Settings >Utilities tab.
13. Define conditions as needed using the **Manage Conditions** screen (via the System Configuration tab).
14. Define field driving rules as needed using the **Manage Field Driving Rules** screen (via the System Configuration tab).
15. Define the global toolbar settings by user type using the **System Configuration: Manage Toolbar Settings** screen (via the System Configuration tab).
16. Associate Customize default columns and filters using the **TS Filter and Display Fields**screen (via the System Configuration tab).
17. Define tasks to be associated to task groups using the **Task Groups** screen (via the System Configuration tab).
18. Define users using the**Manage Users: User Details** screen (via Users tab).
19. Define user groups and associated field permissions using the **Manage User Groups** screen (via Users tab).
20. Map forms as needed using the **Manage and Edit Forms**screen (via Job Settings tab).
  - State forms
  - Generic activity
21. Create job workflows using the **Manage Job Workflow** screen (via Job Settings tab).
  - Major workflows associated with Onboard:
    - Basic Onboard
    - TS I9 and E-Verify
    - TS W4 and State Forms
    - Onboard Start
    - Onboard End
  - Allows all Talent Suite supported tasks.
  - Uses conditions and decision-making levels.
  - Allows configuration of:
    - Document upload.
    - Task type, required/optional/ad hoc and type of ad hoc
    - Log-out on completion
    - Employee Indicator
    - Instructional text
    - Attached activity emails
    - Attached forms for tasks
    - Due date