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Onboarding begins with an invitation to complete their onboarding.  The invitation contains the New Hire's name, address, phone number, email ID and job details and is prepared by a Recruiter or HR Specialist.  After this data is entered an email is sent to the New Hire with instructions on how to proceed.

Where is the New Hire invitation in the onboarding process?

The onboarding process begins with the invitation and email that is generated.  The New Hire receives the email and uses self registration to create a User Name and Password for the system.  This step is usually completed prior to the New Hire becoming an employee, so it is sent to the New Hire's personal email.  

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SourceBehavior
New
  • All fields are blank
  • Templates can be created to auto populate Job Details
Copy from Invitation
  • Choose a previously entered invitation as a model
  • All Personal Information fields are blank: Name, Address, Phone, Email and Start Date
  • Job Data fields are populated as per the source invitation
  • You may modify them on the invitation if you wish

PS Applicant

  • Choose an existing PS applicant to complete their job details

  • Copies the New Hire's Personal Information so the Name, Address, Phone and Email into the invitation

  • Job Details are blank, but as with New you can create templates to auto populate them

Smart ID
  • Choose an existing Smart ID to complete their job details
  • Smart IDs are created in 2 ways:
    • When you interface to a Recruiting System
    • When you have previously onboarded the New Hire for a different job
  • Copies the New Hire's Personal Information so the Name, Address, Phone and Email into the invitation
  • Job Details are blank, but as with New you can create templates to auto populate them

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A confirmation page will be displayed.  

Save Confirmation

 

 

How do you control which attributes to show on a New Hire invitation?

If you don't want certain attributes to be part of the New Hire invitation, you can customize them using Process Revision. Check Configure Attribute Preferences under Process Revision.

What else can you do on a New Hire invitation?

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