Appointing guidance (online applicants) - monitor Onboarding tasks completion

This report shows incomplete Onboarding tasks and includes filters for department, appointment start date and employee number.

For guidance, follow the steps below or watch the video:

Navigation path: Employee Dashboard > Insight

1. Click All Reports

2. Find 'PERINS02 – Incomplete onboarding items' report.

3. Click on ellipsis at the end of a row and choose View.

4. Click REFRESH DATA 
5. Enter the prompts, as required.
6. Click OK.

You can export the data into excel.

Navigation path: People Management > Command Centre > Onboarding

The count within 'Onboarding' shows the number of tasks outstanding.

1. Click VIEW to see a breakdown of the outstanding tasks, by employee or task.
2. Apply filters as follows:

• By employee - enter personnel number in 'Search for person...' box
• By task - select a specific task in 'Filter by Item' box
• By other criteria - Click FILTER for further options, eg department or work group (NB You do not need to enter the full hierarchy)

1. Click VIEW for details,

Alternatively, navigate to the employee's record via People Management > Onboarding to check the completion progress of the Onboarding Tasks.

In some cases, you may need to mark Onboarding Tasks as 'complete' if a staff member provided details off-system and you've entered the information into People Management. Note that you cannot mark individual tasks as 'complete'; the following steps will mark all outstanding tasks as 'complete'.

Before proceeding, ensure all required data has been collected and entered.

Steps to ‘complete' all tasks:

1. Open the employee record in People Management and go to the Onboarding section
2. Click COMPLETE ALL

3. Click YES to confirm.

4. Confirmation message will appear.