Onboarding Module

The Onboarding Dashboard is the landing page of the Onboarding module. On this screen, a listing of all New Hires that are currently being onboarded are displayed along with direct actions to assign them a checklist, contact them, and edit their Emp...

Onboarding Checklists dictate the tasks that are assigned to the New Hire and their direct Manager while the New Hire is in Onboarding. These tasks may include forms and are helpful for both Employees and their Managers to keep track of what they ...

Custom Checklist Categories can be created to organize the different Onboarding Checklists created and saved in the Checklists listing. These categories are listed alongside the 'Onboarding' default category when creating a New Checklist.  ...

Onboarding Defaults are the aspects of the Onboarding process that allow for a defaulted selection to be set. When entering the Onboarding details for a New Hire, fields that include one of the Onboarding Defaults will already be completed for the U...

Any Onboarding Checklists that need to be completed by either the Employee or their Manager must be assigned to the Employee. Once the necessary checklists are assigned to the Employee, the Employee and his/her Manager will receive an email notify...

Both Employee and Manager Checklists can be updated at any time to reflect an updated process. To do so, Users will need to navigate to the Checklists listing, located in Account Settings. Click here to learn more about Onboarding Checklists . Ed...

Tasks can easily be cloned, or copied, for different Employees or Managers who may be in a different department but need to complete the same tasks. This can easily be done through the Checklists listing in Account Settings. Click here to learn more...

The Notification Settings is where the content of a Welcome Email and instructions of the Hiring Manager email can be set and/or updated as needed for New Hires and their direct Managers. Additional notifications can also be set for completed t...

User-created Onboarding forms can be created and uploaded via the 'Forms' section of Account Settings. Additionally, Users can edit or delete any previously created forms and review the look of both Employee and Manager forms. Once completed, these ...

Employee Custom Fields are unique fields that provide additional details about each Employee hired through R365 Hire. These details are then included on the Employee record .  Creating Employee Custom Fields Navigate to Account...

Users have the ability to update their Employee information by clicking 'My Info' in the top ribbon. The 'My Info' window includes Personal Information, Employment Information, E-Verify Credentials , Employee Documents, and a history of all Acco...

E-Verify allows participating Employers to electronically verify the employment eligibility of their newly hired Employees. You must have an E-Verify Web Services account in order to integrate E-Verify with an R365 Hire account. Once an E-Verify acc...

The Employee Record displays an Employee's Personal Information, Employment Information,  E-Verify Credentials , Employee Documents, and a history of all account actions completed for that Employee. Admin Users have the ability to review and up...

The Employees listing stores all Employee records for both Current and Former Employees. From this screen, new Employees can be added, Employee records can be edited, and Current Employees can be marked as 'Inactive'. Former Employee records are a...

When a New Hire is in Onboarding, Managers will most likely have to complete a set of tasks to assist in the Onboarding of their Employee. These are structured into Onboarding Checklists and assigned to the New Hire via the Onboarding Dash...

The Account Settings window is where all settings are selected and/or created for the Onboarding module. These Settings can be updated at any time to best reflect an Organization's structure and processes. Review each section below to learn mor...

Users can be added at any point to gain access to R365 Hire. Creating Users can be done easily through System Settings in the Recruiting Module. Only Admin Users can create new User records.  Adding New Users   Ne...

The Work Opportunity Tax Credit (WOTC) is a Federal Tax credit available to Employers who hire and retain Veterans and individuals from other groups with significant barriers to employment. Employers claim about $1 billion in tax credits each year u...

When rehiring Employees, they should follow a different Onboarding checklist than new Employees. While the system defaults to the same Onboarding checklist for new Employees, this can be adjusted before being assigned to rehires so that they are not...

Typically, new Employees should not be added to the Onboarding module. If they were hired through the Recruiting module, they already exist in the system, and their Applicant Profile will be carried over to the Onboarding module as an Employee rec...

Once an employee has completed all Onboarding tasks, they're ready to be sent to Payroll. Follow the steps below to complete this export, or to troubleshoot any errors. From the Onboarding Dashboard , select 'Edit Employee' to navigate to the...

This article is part of R365 Hire's E-Verify plug in and covers E-Verify Statuses.  E-Verify Statuses Duplicate Cases Before submitting a case, E-Verify will ensure that a duplicate case has not already been created...

If the 'Tasks' tab says '(No Tasks Assigned),' the correct Manager may not be assigned to the appropriate checklist.  From the 'Tasks' page, click 'Edit Checklists.'  Then, make all the necessary and appropriate selections. Click '...