Employee Onboarding Portal Overview

Workflow from the Employee Portal is a streamlined and simple process. This article will help with understanding the layout and options available in the Employee Portal.


Portal Overview

Information Bar

Icon Purpose

If enabled, this changes the language of the Onboarding Portal. This only applies to Onboarding and not Bullhorn Back Office - Time and Expense.

  • This only applies to the portal and does not change the language on the documents.
Opens the Employee Help Guide.
Employees can change their password to access the portal as well as their password to access documents signed with Enhanced E-Signature.
Logs out of the portal.

Tab Bar

The Tab Bar will display other areas of the portal that are available to the employee. If you use Bullhorn Back Office - Time and Expense, employees would use the same portal to submit timesheets and expenses.


Documents

Individual documents are represented as cards on the Documents tab. The features and options for the cards are listed below.

Statuses

As employees complete and submit their documents, the document cards will display their current status:

  • Sent - Documents in the Sent status have not been opened by the employee.

  • In Progress - The employee has opened the document and started working on it.


  • Submitted - The document has been completed and is awaiting approval by an Onboarding Administrator.


  • Approved - An Onboarding Administrator has approved the document.

View

The view menu provides additional information on the selected document.

  • View Document - Displays a non-editable PDF copy of the document.
  • View History - Displays a history trail listing all changes made to the document.

Attachments

If enabled on the document, employees can attach related materials, such as IDs and voided checks.

Placement Specific Documents

Documents designated with a are specific to the placement listed.


Employee Workflow

See the article on Completing and Submitting Documents for Approval for information on the steps employees take to submit a document.