Configuration

By expanding the Configuration section on the left side menu there is a list of options available for the the Admin to use for updating system configuration.

Settings

Clicking on Settings will bring up a sub-menu of the Company Settings available for configuration. These include the following:

• Users - Shows a list of any pending or active users. It also allows for the management of user permissions and adding/deleting users.
• Locations - Shows a list of all the branches for the company. The Primary location will be highlighted at the top of the page. Locations are typically used to divide data between users.
• Branding - Allows the colors and logos present on the Applicant (or Candidate or Talent) Customer talent - the person applying or hired for the job Portal and emails to be customized.
• System Settings - Systems settings is made up of the following sections:
  • Careers Portal - Allows management of job postings, alerts and other settings
  • Online Application - Setup instructions, multi-language support, and application preferences are found here
  • Onboarding - Allows the configuration of system instructions, alerting, I-9 Form I-9 to verify the identity and employment authorization of individuals hired for employment in the United States. Form Any document that needs to be completed and signed by a Candidate, and other screening options
  • Form I-9 & E-Verify An online system that confirms the eligibility of an Employee to work in the United States. The process compares information entered by an employer from an employee’s Form I-9, Employment Eligibility Verification, to records available to the U.S. Department of Homeland Security and the Social Security Administration to confirm employment eligibility. - Use this section to configure the I-9 Form and E-Verify
  • Employee Portal - Set up the portal for self service updates, pay/tax history and other settings
  • Engage - Allows the management of settings around the engage process
  • Notifications - The management of settings surrounding notifications and alerts is done here.
  • General Settings - Miscellaneous system settings
  • Workflow Manager The internal (Recruiter) experience of Onboarding Talent Platform: Settings for the Workflow Manager console are found here.
  • Legacy 1.0 Settings - Settings for the original 1.0 features and will be phased out.
• Integrations - Shows the ATS integrated with Onboarding. This portion is set up during implementation.
• Translations - Allows for the enablement of different languages for applications and the change of verbiage in the system.

Forms

Forms are added and managed in this section. The following form types can be used:

• Online App
  • Questions
  • Interview Forms
• Onboarding Forms
  • Core eDocs
  • Client eDocs
  • Quizzes
  • File Uploads
  • Paper Sign Docs
• Form Library
  • Federal
  • State
  • General
  • 3rd Party
• Disabled Forms