Onboarding page

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In Beta
This feature is in beta. Contact your CSM to learn more.

The Onboarding page displays the work eligibility rules for all legal entities. Work eligibility rules determine if I-9 verification is enabled for the locations linked to the associated legal entity.

From this page, users can:

All legal entities for the R365 instance are listed on the Onboarding page. I-9 verification requires that employees are onboarded to a legal entity with R365 Payroll enabled.


Security

Permissions related to the Onboarding page appear in the permission tree as follows:

  • Labor

    • Work Eligibility

      • Work Eligibility Rules

        • View Work Eligibility Rules

        • Edit Work Eligibility Rules

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.


Navigation

Navigation Menu

  1. Select Admin from the left navigation rail.

  2. Under Workforce, select Labor Dashboard.

 

Search

Navigate to pages with the R365 global search bar:

  1. Enter all or part of the page name in the R365 global search bar.

  2. Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.



Onboarding Page Buttons & Fields

Button/Field

Description

1

Search

Filters the grid for the entered text in the Legal Entity column.

2

Expand / Collapse Button

Expands the sidesheet to fullscreen, or collapses it if already expanded.

3

Work Eligibility Rule Summary

Summary information for a legal entity’s work eligibility rule.

Click to open the work eligibility rule in a sidesheet.

Columns

Column

Description

Legal Entity

Legal entity associated with the work eligibility rule.

Locations

Number of locations linked to the legal entity for the rule. Click to view the full list.


I-9 Active Locations

Number of locations linked to the legal entity for the rule with I-9 verification enabled. Click to view the full list.

Last Updated On

Date rule was last updated.

Last Updated By

User who last updated the rule.