Specifying Onboard - New Hire Settings

Specifying Welcome Message Labels and Text/Background Color (My Tasks Page)

Abstract

You can specify/edit the welcome message labels that display on the My Tasks page and the color of the text/background.

You can also:

• Change the label in context of a specific language.

• Export the labels to a zip file, and import the labels from a zip file.

• Change the text/background color. Refer to the Default Theme Colors topic for more information about accessibility guidelines.

Welcome message labels (showing the welcome message labels and the text/background color):

The Welcome Message Settings menu item displays a page that allows you to specify the welcome message labels that display on the My Tasks page and the color of the text/background.

1. Select Welcome Message Settings in the menu to display a page that allows you to specify/edit the welcome page messages and background color; change them to other languages, and import/export the labels via a zip file.

2. To edit the welcome message labels on the My Tasks page, change them in:

   • New Hire Welcome Message Primary Text field. Main welcome message as it appears on the Onboard - New Hire home page. This is one line in length, 60 character maximum, including spaces, so if names are long, it is important to keep the preceding text short. Do not include URLs or HTML coding. By default, it is:

     Welcome Aboard, {FirstName}

     Supported substitution variables: {FirstName}, {LastName}, {UserName}

   • New Hire Welcome Message Secondary Text field. Secondary welcome message as it appears on the Home page. This is two lines in length, 120 character maximum, including spaces. Do not include URLs or HTML coding. By default, it is:

     We are so existed you are here and lined up everything that you need. Are you ready to get started on your journey?

3. To edit the welcome message background color, change it in the New Hire Welcome Message Background Color field. (By default, it is purple, #7F1C7D .)

4. To edit the welcome message text color, change it in the New Hire Welcome Message Text Color field. (By default, it is white, #FFFFFF.)

5. To change the display value for a specific language, use the Select a Language drop down. The text in the various label fields changes to reflect the selected language.

6. To export labels, change a default label, and select the Export Labels button. A zip (compressed) file is created in the Downloads folder. The file name is based on the Client CName field. Once created, you can import this zip file.

7. To import labels, select the Browse button by File to Import, select the zip file (from the Downloads folder), and select the Import Labels button. The labels populate the fields on the page. (This zip file must first be created via the Export Labels button.)

8. If you select the Reset button, the default values are loaded.

9. If you do not want to save the entries you made, select the Cancel button. The Task List Labels page redisplays.

10. You need to select the Apply button or OK button to save the changes. If you:

    1. Select the Apply button, a message informs you the settings were successfully saved, and you remain on the current page.

    2. Select the OK button, the Task List Labels page redisplays.

11. To continue specifying/editing the settings, select a menu selection.

Specifying Personal Information Labels

Abstract

You can specify/edit the personalized labels each new hire will see at log on.

There are personalized labels for:

• My Onboard Information

• View and edit your contact information, e-signature and signed forms

• Go to My Onboard Information

You can also:

• Change the label in context of a specific language.

• Export the labels to a zip file, and import the labels from a zip file.

Onboard - New Hire (showing the labels that would be affected by the personalized labels you specify):

The Onboard Personal Information Labels menu item displays a page that allows you to specify the personalized labels each new hire will see at log on.

1. Select Onboard Personal Information Labels in the menu to display a page that allows you to specify/edit the personalized labels, change them to other languages, and import/export the labels via a zip file.

2. To edit the labels that new hires will see when they log on, change it in:

   • (1) My Onboard Information. Title of the section that appears on the new hire's Onboard home page that provides access to the new hire's personal information.

   • (2) View and edit your contact information, e-signature and signed forms. Main message that provides the new hire information about the section.

   • (3) Go to My Onboard Information fields. Text of the hyperlink that takes the new hire to their personal information page.

3. To change the display value for a specific language, use the Select a Language drop-down. The text in the various label fields changes to reflect the selected language.

4. To export labels, change a default label, and select the Export Labels button. A zip (compressed) file is created in the Downloads folder. The file name is based on the Client CName field. Once created, you can import this zip file.

5. To import labels, select the Browse button by File to Import, select the zip file (from the Downloads folder), and select the Import Labels button. The labels populate the fields on the page. (This zip file must first be created via the Export Labels button.)

6. If you select the Reset button, the default values are loaded.

7. If you do not want to save the entries you made, select the Cancel button. The Task List Labels page redisplays.

8. You need to select the Apply button or OK button to save the changes. If you:

   1. Select the Apply button, a message informs you the settings were successfully saved, and you remain on the current page.

   2. Select the OK button, the Task List Labels page redisplays.

9. To continue specifying/editing the settings, select a menu selection.

Specifying Logout Task Security Settings

Abstract

You can specify logout settings, both the maximum time (in milliseconds) before an automatic activity logout occurs and the logout label (message) that displays when the new hire is automatically logged out.

The Task Security Settings menu item displays a page that allows you to specify logout security settings.

1. Select Task Security Settings in the menu to display a page that allows you to specify/edit task security settings, change them to other languages, and import/export the labels via a zip file.

2. To edit the time and label, change it in the following fields:

   • Max Time Before Activity Logout (in Milliseconds). Positive integer between 5000 and 60000 (in milliseconds) that determines how soon after completing an activity/task (such as completing the I-9 Section 1) the new hire will be automatically logged out. The default is 5000 milliseconds (5 seconds).

   • Activity Logout Message. The logout message shown to the new hire:
You have successfully completed the task. You will now be logged out.

3. To change the display value for a specific language, use the Select a Language drop-down. The text in the various label fields changes to reflect the selected language.

4. To export labels, change a default label, and select the Export Labels button. A zip (compressed) file is created in the Downloads folder. The file name is based on the Client CName field. Once created, you can import this zip file.

5. To import labels, select the Browse button by File to Import, select the zip file (from the Downloads folder), and select the Import Labels button. The labels populate the fields on the page. (This zip file must first be created via the Export Labels button.)

6. If you select the Reset button, the default values are loaded.

7. If you do not want to save the entries you made, select the Cancel button. The Task List Labels page redisplays.

8. You need to select the Apply button or OK button to save the changes. If you:

   1. Select the Apply button, a message informs you the settings were successfully saved, and you remain on the current page.

   2. Select the OK button, the Task List Labels page redisplays.

9. To continue specifying/editing the settings, select a menu selection.