Understanding Currently Onboarding Page - Overview

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Abstract

The Main (Currently Onboarding) page allows you to manage tasks for hires who are currently onboarding.

Some tasks are required and some are optional. The exact mix and appearance of these tasks depends on the particular workflow in use.
Some tasks for these hires may have already been completed.
Filters help limit the information that displays.

To access the Currently Onboarding page, select the Expand the Onboard Manager Navigation icon. The navigation menu has a Currently Onboarding link.

The Currently Onboarding page contains:

Procedure:

Select + View Onboard Tasks to display onboarding tasks, and select - Hide Onboarding Tasks to hide the tasks. You can also select the Show All Tasks for This Hire link to view all tasks (on a separate Onboarding Tasks page). This only displays if the task list is long.
Select Change Filters to display fields and check boxes that will allow you to limit the information displayed. Select the filters you want, and select Apply Filters.
Select a hire name to display hire profile information in its own page. From this page, you can select menu items to display hire profile tasks.
Select a task name to display the task in its own page. You can also select a pointer
by a hire name to display a task-based menu: Manage Onboarding Tasks, Profile, Documents, Onboarding Participants, and Job Information.

Table 5. Currently Onboarding Fields

Field	Description
Create New Hire Button	Allows you to create a new hire.
"Filter Summary"	Reflects the currently selected filters.
Hire	Hire's name: Last Name, First Name. The hire's job title also displays.
Position Start Date	Date the position started or will start at the company.
Candidate Start Date	Date the hire started or will start at the company.
City	City in which the hire will work.
Address	Address of the hire.
+ View Onboard Tasks	Displays onboarding tasks.
Task Title	Task title.
Task Owner	Task owner.
Due Date	Date the task is due.
Status	Task status: Completed, Overdue, In Progress, Not Started, or Pending.
Show All Tasks for This Hire (only displays if all tasks cannot be displayed)	Displays all tasks (on a separate Onboarding Tasks page).
- Hide Onboard Tasks	Hides onboarding tasks.

Table 6. Filter Fields

Field	Description
Change Filters Link	Displays filter fields and check boxes, allowing you to select how you want tasks to display.
New Hire Name	Filter that allows you to search for new hires whose names exactly match the search criteria. Exact matches make the results more specific and accurate, and improve system performance. This field contains Last Name, First Name guidance text that disappears as you complete the field.
Name Begins With Check Box	Filter that allows you to override the exact match search (performed via the New Hire Name field). Selecting this check box returns names that begin with the same letter.
Requisition Number	Filter that allows you to enter a job requisition number and return all new hires associated with that requisition number. The field supports type-ahead functionality. Note: Onboard requisition numbers can differ from BrassRing requisition numbers, even for the same job.
Include All Hires Check Box	Filter that allows you to view all hires without restriction. By default, this check box is disabled until an onboarding manager enters text in the New Hire Name, Requisition Number, or Show Hires with a Start Date field.
Show Hires with a Start Date Drop-Down	At Any Time, Today and Before, Today Only, In the Next Week, In the Next Two Weeks, In the Next Month, In the Next Three Months.
Include Hires that Ended Onboarding Check Box	Filter that includes hires who ended onboarding.
Apply Filters Button	Applies the filters.