Verifying Onboarding Requirements for Hires
  • 27 Feb 2024
  • 1 Minute to read
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Verifying Onboarding Requirements for Hires

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Article Summary

Abstract

You must review/confirm the onboarding requirements have been met for various types of hires, and if needed, supply information.

There are three types of hires: new hires, transfers, and rehires.

Some fields are only for the US (United States), for example, those associated with Form I-9.

In the US workflow, onboarding requirements for hires is an ad hoc activity, which means it is done only for a particular purpose. An ad hoc activity:

  • Is not required to be completed in a workflow, which means the onboarding process for a hire could complete without the ad hoc activity being completed. It is possible for an administrator to set a required flag for an ad hoc activity.

  • Is a "floating" activity, which means it is always available to be completed once the workflow reaches the point where it is defined.

  • Automatically regenerates upon its completion so that it can be completed again. This means that even when you complete them, you will see another instance in the application that looks exactly the same. It is possible for an administrator to turn off auto-regeneration for an ad hoc activity.

To verify if an ad hoc activity was successfully completed, you need to view the hire's onboarding tasks from their profile. Then you must set the filter to show completed tasks.

  1. Review/edit each onboarding requirement on the page.

  2. Select the Completed button.

  3. To verify if the ad hoc activity was successfully completed, view the hire's Onboarding Tasks from their hire profile, then set the filter to Show Completed Tasks.

    Table 10. Onboarding Requirements Fields

    Field

    Description

    Is the Background Check Completed?
(required)

    Yes, No, or N/A.

    Type of Hire
(required)

    New Hire, Transfer, Rehire MTY, or Rehire LTY.

    Criminal Conviction Questionnaire
(required)

    Yes, No, or N/A.

    State Notification
(required)

    Yes, No, or N/A.

    Acknowledgment Conditions of Employment Date Received
(required)

    Acknowledgement date.

    I-9 Completed
(required)

    Yes, No, or N/A. I-9 is a US only form.

    Background Check Submitted Date

    Date background check was submitted.

    Employment Application Received 
(required)

    Yes, No, or N/A.

    Completed Button

    Submits and completes the task.

    Save and Finish Later

    Allows you to save your information and finish the task later.