The People section of the system holds all new hire information for each stage of the Onboarding process. Here is an overview of each stage within the System.
People
- The People view shows all ‘people’ within the system regardless of the stage they are at – Preboarding/Onboarding/Employees or non-starters
- The ‘People’ are colour coded to visually demonstrate which stage they are currently at
Pre-Boarding
- This is where the Control Panel user manually adds the candidate information and assigns a ‘Pack‘ and ‘Library‘
Onboarding
- The new hire information has been marked as [Complete]
- The new hire will receive an email with a link to go onto the Onboarding portal
Employees
- A new hire moves to ‘Employees’ when the start date is reached
- All tasks should be complete by this stage
Non-starters
- when the New Hire has been added to the system, but does not join the business
The control panel user can click on any of the filters to display the list:
NOTE: When looking in the [People] page, the colours displayed next to the candidate are the same as these filters for a quick view of where people are within the system
Search
System Users can search for people using the [Search] function in the control panel
User Permissions:
Users can [Search] for a new hire using the [Search] function – However you will only be able to view a new hires information if you have the correct user permission level.
Users can [View] a new hires information by clicking [View]
Only [System Administrator users] and [Super Users] can [Edit] the new hires personal information and associated tasks / libraries
- Edit Personal Details
- Edit Library
- Edit Onboarding Tasks
- Edit Onboarding Packs
- Edit Line Manager Tasks
- Edit Locations
- Edit Emails
Candidate Records
Each new hire record is broken down into the following sections:
Personal Details
The new hires personal details are initially entered into the [Enrol] area, then the information can then be managed in this section
The fields in this section are:
- Surname*
- Forename*
- Address Line 1*
- Address Line 2*
- Postcode*
- Mobile Number
- Appointed by
- Mentor*
- Line Manager*
- Appointed Date
- Start Date*
- Probation End Date*
- Fixed term End Date*
- Job Title*
- Contract Type*
- Branch Code*
- Salary Type*
- Salary*
- Journey (Head Office)
- Location*
- DOB
- National Insurance Number
*Fields can be used in the Document Task with mail-merge information
These fields can be edited at any time in Pre-boarding, Onboarding
NOTE: If you have either NexGen ATS or Genius ATS and a feed that comes into the Day-One system then IF the DOB and national Insurance information has been added this will automatically be pulled through to the candidate information in Day-One.
Customisable Fields
The OB control pane allows you to add customisable fields to a candidate profile page. To do this, simply supply Genius Group with the dropdown title and options.
These can be freetext or dropdown.
Example:
Pack
This view is an overview of the Pack that has been assigned to the new hire, this is a list of individual tasks
Library
Users can:
- Re-assign a pack
- Override a task
- View task
Line Manager Tasks
Audit