Onboarding Wizard

Revision as of 00:49, 1 July 2021

Onboarding Wizard

The Onboarding Wizard enables you to create Onboarding Workflows for New Employees. The Onboarding Wizard works in two ways:

1. Either by creating a "New Employee" (using the New Employee Wizard) and then creating an Onboarding Workflow for this newly created Employee using an Onboarding Wizard.
2. Or by Onboarding a New Employee that has already been created in the system, but has not yet been Onboarded (that is, sent an Onboarding Workflow). Creating/triggering an Onboarding Workflow for a New Employee whose Employee record has been created but has not yet been Onboarded is done via the "Employee Processing" Widget in the On/Offboarding Dashboard. To Navigate to this Widget follow these steps:

• Click on Dashboard ---> Home (In the menu on the left-hand side of the system/screen).
• Click on the "Dashboards Menu" Dropdown (the second dropdown menu from the top of the system/screen).
• Scroll down and click on "Onboarding/Offboarding."
• In the "Employee Processing" Widget, click on the Folder called 'Onboarding.'
• Then click on the Tab called 'No Onboarding' (this is where New EMployees that have been created (but not yet Onbaorded will appear).
• Find the Employee you want to Onboard, then click on "Action" (on the far right) and select "Start Onboarding." This will trigger the Onboarding Wizard for that Employee.

Onboarding Wizard Navigation Functionality

There are multiple navigation options available to you throughout the Onboarding Wizard. These navigation options are outlined below.

1. START - the "START" button at the top right-hand side of the Dashboard [The top right of your screen] is how you launch all Wizards. Click "Start" and this will launch a Wizard popup window containing a navigation menu. This is where all your Wizard interaction options exist. The Wizards available to you in this menu are based on your Permissions.
2. View - to View a particular Wizard click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the Wizard you want to View, then click 'Select.'
3. Select - select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
4. Create New - allows you to create a New Record within a particular Wizard (where relevant).
5. Create - allows you to 'save' a New Record you've created.
6. Edit - allows you to Edit a Record.
7. Save - allows you to Save a Record.
8. Delete - allows you to Delete a Record.
9. Previous - allows you to go back one step.
10. Clear - allows you to clear content from the form fields in a Wizard. Note: clicking clear will remove the content from ALL the fields in that Wizard.
11. Submit - allows you to Submit the data or Record/s you've added into a Wizard.
12. Close - allows you to Close the Wizard you've been working in. Note: Closing a Wizard before completing it will result in a loss of the data you've input into data fields. You will be shown a popup window with a warning asking you to confirm your action before the data is lost.
13. Search - a Search window will appear in the top right corner of the Wizard popup if relevant (E.G. Where there is a list of Folders within a Wizard). Search enables you to search for a specific Folder within a Wizard.
14. Next - to navigate through items in a drop-down menu, click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the item you want, then click 'Next' to progress to the next window.
15. Breadcrumbs - on the bottom left of the Wizard popup window, you will see a 'Breadcrumb' (for example 'Start > My Info'). This Breadcumb enables you to go back to previous steps in the process by clicking on your preferred choice. Breadcrumbs give you more flexibility about which stage of the Wizard you want to 'go bacc' to (E.G. it is more flexible than just choosing 'Previous' which limits you to going back only one step in the process).

How to Trigger the Onboarding Wizard

You can trigger the Onboarding Wizard from the Wizard popup menu

1. Select "START" at the top right-hand side of the Dashboard [The top right of your screen].
2. Click on the downwards pointing arrow (right-hand side of the popup window) to open the dropdown list.
3. Scroll down and click on the " Onboarding" option then click "Select."

Onboarding – Workflow Options

1. Name – give the Onboarding Workflow a name.
2. Workflow – click on the downwards pointing arrow (right-hand side of the popup window) to open the dropdown list. Select the Onboarding Workflow you want to create.
3. Employees – specify the Employee/s you want to Onboard using this Onboarding Workflow. Click “Next.”

The Onboarding Wizard will then show you through each step of the “Workflow” you selected, showing you an example of the standard content contained in that Workflow Template. For example: Letter of Offer, Contract, Click “Next” to move through each step of the Workflow and thoroughly check through every field in each screen to ensure that the correct information has been added to all relevant fields.

1. When to Send – click on the downwards pointing arrow (right-hand side of the popup window) to open the dropdown list. Choose between sending ‘Now’ or ‘Later.’
2. Send Date – if you select ‘Later,’ a date field will appear. Click on the calendar on the far right and specify the date you want to send the Survey.

Specify which of the following options apply by ticking the checkboxes:

• Requires Letter of Offer Approval.
• Requires Contract Approval.
• Send Workflow Checklist.

If you tick “Checklist” a new field will appear below where you can specify which “Checklist” you want to send as part of the Onboarding Workflow. Click on the downwards pointing arrow (right hand side of the popup window) and select the Checklist you want to include. Click “Next.”

1. Summary – the final screen for the Onboarding Wizard is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to send your “Onboarding” Workflow to the nominated Employee/s click “Submit.”
2. Success – if your Onboarding Workflow has been submitted correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.