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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: