Onboarding

The Onboarding tab contains a high level overview of the Onboarding within Talent Platform.

Filtering the Onboarding Tab

The Onboarding tab can be filtered for the following time frames from the drop-down at the top of the page:

• Last 7 days
• Last 30 days
• Last 60 days
• Last 90 days
• Last 180 days
• Last 365 days

Overview Banner

The banner at the top of the page gives totals for the following:

• Active Onboards: The number of individual onboarding workflows that are open and waiting on the employee to take action.
• I-9 Form I-9 to verify the identity and employment authorization of individuals hired for employment in the United States. In Progress: The number of I-9 forms waiting for I-9 Section 2 Authorized Representative. These onboarding requests contain an I-9 Form Any document that needs to be completed and signed by a Candidate that must be completed by signing Section 2.
• Onboards Completed: The number of individual Onboarding Workflows that the applicant has completed.
• Documents E-Signed: The number of individual Onboarding forms that the Applicant (or Candidate or Talent) Customer talent - the person applying or hired for the job has signed.
• Expired Requests: The number of Onboarding requests that expired before the applicant took action.
• Deleted Requests: The number of Onboarding requests that have been deleted by an internal user.

Onboarding Cards

Onboarding by Status

The Onboarding by Status dashboard card presents the various workflows for the selected time frame in a pie chart based on their status.

• eSigned: The number of individual forms signed by Applicants.
• Unread: The number of individual forms that have not been viewed by Applicants.
• Opened: The number of individual forms where the Applicant has completed their Basic Info and opened the Form.
• Viewed: The number of individual forms where the Applicant has completed their basic into, opened the form and loaded the signature page, but not yet Signed.
• Expired: The number of workflow requests that expired before the employee took action.
• Deleted: The number of workflow requests that have been deleted by an internal user.

Document Alerts

Documents will show up in this view when they are located in the file uploads of an applicant and they have an expiration date within the selected time frame.