PeopleMatter Support: 1-877-354-2266
Monday-Friday 8:30 AM-8:30 PM EST
PM-support@snagajob.com

Knowledge Base

Hi! We've moved the Knowledge Base to make it better for you. Check it out here.

This site isn't being updated anymore but will be available until January 24.

I need help with…

How do I view a Team Member's onboarding tasks? (video)

Andrew -

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:

 

Comments

-->