The Submit to HR activity is the last task in the New Hire's onboarding process. If there is any activity pending by the candidate, the system will not allow New Hire to access Submit to HR unless the pending activity is marked as optional in the process. Once submit to HR is completed, the New Hire's onboarding will be 100% complete. 

Can a New Hire complete Submit to HR without completing the previous activities?

The New Hire cannot access Submit to HR unless the required onboarding activities are completed.

In the below example, Submit to HR activity is locked since I-9 Section 1 is not completed. 

After completing the pending activity (in this case, Section 1), Submit to HR opens up for the New Hire. 

Given below is another example where the New Hire is able to complete Submit to HR even when the onboarding activity is pending. This is allowed only when the pending activity is optional.

Process viewer for the above transaction:

After completing Submit to HR, the home page shows no pending or outstanding tasks and the onboarding progress of the New Hire displays as 100% complete. 

What details are included in Submit to HR?

The "Submit to HR" activity includes the details of previous activities that are filled in by the candidate.

Submit to HR - Employee Details

Includes the New Hire's personal information, phone numbers (Home & Cell), home and mailing addresses, emergency contacts & self identification details.

Submit to HR - Payroll and Tax

Includes the Federal withholding, work state withholding, residence state withholding and miscellaneous details.

How to download signed forms?

If you would like to download and print or save the forms that you have completed, click "Download Signed Forms".

You will notice a file downloaded at the bottom of the page. Click on the downloaded file to open it.

The zip folder contains the documents that the New Hire has completed.

How to complete Submit to HR activity?

After completing all the activities, submit the process to HR for review by clicking on "Submit to HR for Review" button. This will complete the onboarding process. Once submitted, you cannot edit any of the onboarding activities. So, if there are any edits to be made to the forms/activities, make sure you complete them before submitting the process to HR.

Once completed, the home page shows no pending or outstanding tasks and onboarding progress as 100% complete.

You will receive the following email confirming that your onboarding process is complete.

The HR Admin will also receive an email regarding the onboarding information submitted by you for HR review.