In July of 2023, the Onboarding Summary section of the Workforce Employee Record 'Summary' tab was redesigned. This article reviews the layout changes to this section. Learn more about all features of the new Onboarding Summary here.
New Onboarding Summary Widget
The new Onboarding Summary widget has additional statuses, a consolidated list of Onboarding tasks, new action buttons, and a listing of Signed Documents.
New Onboarding Statuses:
- Invitation Sent - The Onboarding Invitation was sent to the Employee and has not been activated yet. The date that the Invitation was sent is displayed for this status.
- In Progress - The Employee has clicked the link within the Onboarding Invite, but has not completed all Onboarding tasks.
- Needs Attention - The Employee has declined to consent to E-signature, and required forms must be completed on their Employee Record.
- Complete - The Employee has completed all Onboarding tasks.
New Onboarding Tasks:
- About You - Includes personal info and address
- Documents - Includes Signed Documents, I9, and W4
- Get Paid - Includes payment method selection and direct deposit information
New Action Buttons:
- Resend Link - Displayed when the Employee has not completed all of the Onboarding tasks. Clicking this button will resend the Onboarding Invite.
- Dismiss - Displayed when the Employee has completed all of the Onboarding tasks. Clicking this button will dismiss the Onboarding Summary, and it will no longer be displayed.
- View - Displayed next to each Signed Document. Clicking this button will navigate to the Documents tab.
Legacy Onboarding Status Widget
Legacy Statuses:
- The Employee has been added to Payroll and one or more Onboarding tasks are incomplete
- The Employee has completed all Onboarding tasks
Legacy Onboarding Tasks:
- Personal Info
- Address
- Direct Deposit
- Tax Settings
- Documents