Managers and Administrators can view information related to Onboarding from the Team Member's Record.
To view a Team Member's Record:
- Click WorkSpaces.
- Under your organization's name, click Administrator.
- The Administrator WorkSpace or HOME tab will appear. Click Team Members.
- Team Members will display. Click on the Team Member's Name to view their record in detail.
- Click on the Onboarding tab.
- You will see Manager's Tasks, Team Member's Tasks, and Tax Credits.
- Manager's Tasks - Click here to view the onboarding tasks required of Managers; you will see the tasks listed here that you have access and responsibility to complete.
- Team Member's Tasks - Click here to view the onboarding tasks required of New Hires; you will see all tasks listed here and view completion status.
- Tax Credits - Click here to view and complete any information required to process a tax credit for this individual, if applicable at your organization.
For additional training regarding Onboarding Tasks, please view the Complete Onboarding - Complete Manager Checklist eLearning Lesson: