Administrators and Managers can use the Manager Onboarding Dashboard to monitor completion of manager onboarding tasks for new hires.
To access the Manager Onboarding Dashboard:
- Click WorkSpaces.
- Under your organization's name, click Administrator.
- The Administrator WorkSpace or HOME tab will appear. Click Manager Onboarding.
- A list of Team Members will appear. The status for each individual will display on the right.
- You can search for a Team Members by name or use Filters to narrow down your search.
- The Units filter will allow you to filter on a specific location or locations that you have access to within your organization.
- The Jobs filter will allow you to filter on a specific job or jobs within your organization.
- The Status filter will allow you to filter on Active or Inactive Employees.
- The Advanced filter will allow you to filter on Onboarding Statuses, Tax Credit Processing Statuses, Background Check Statuses, and Hire Date Statuses.
- Use the dashboard to follow-up with Team Members and Managers to complete Onboarding in a timely fashion.