The Pre-boarding list is a list of new hires that:
- have been added into the system, but have some information missing from their [Personal Information] or [Onboarding Details]
- the Control Panel User has not marked the record as [Complete]
Pre-boarding – Personal Details
Control panel users can save and update any incomplete records in this section.
Pre-Boarding > Tasks
Control Panel Users can:
Pre-Boarding Library
Control Panel Users can assign a ‘Library‘ for each new hire via the control panel.
- assign Library
- re-assign Library
- view & Download document
- see when the new hire has downloaded/read the document
Reassign Pack or Library
To re-assign a ‘Library’ or a ‘Pack’ simply use the dropdown list in the tab to select the correct library to allocate:
Pre-boarding Line Manager Tasks
Control Panel Users can assign a pre-defiled number of Line Manager Tasks to help with the Onboarding process, or can create individual tasks for a Line Manager against a particular new hire:
The pre-determined Line Manager tasks are created in the Information tab of the control panel and assigned when setting up a new hire.
Individual users can also add new tasks for themselves within a new hires record, by clicking [Add a task] in the control panel. The information is freetext to allow the user to add details of their bespoke task.
Once a task is complete, the Line Manager should set the item to [Complete].
If a task is not relevant to a particular new hire, the Line Manager should set the task to [Disabled].
Pre-boarding Audit
Control Panel Users can view the Audit against each new hire by clicking on the [Audit] tab within a new hires record
