Onboarding Setup Page

(for help on sending Onboarding forms see here)

Your company's Onboarding configuration is found under Admin, Onboarding. Access to this page is controlled by your user access settings.

The table displays all onboarding forms in process. You can see when a form was initiated, by who, when it was last accessed, and the current status.

1. Opens the Onboarding Packages tool (see below).
2. Accesses your Onboarding page design tool.
3. By default, only outstanding onboarding forms are displayed on the table. To access completed forms click here.
4. This links to the applicant's page.
5. You can send reminders to users/applicants to complete a form.
6. You can also cancel any request in process.
7. The table can be printed or sent to Excel like all TAM tables.

The Onboarding Packages page lists all the forms in your library. You can create/edit/delete packages of forms which can be sent out to the applicant in one step. All the TAM common forms are available as well as any of your company's custom forms.

Finally, TAM hosts an Onboarding web page for you. This is similar to the Careers page we host. Using the editor you can manage the content of this page to provide further info on your Onboarding process. You may insert links (such as to your Benefits provider), images and even videos.

Each time an applicant is requested to complete a form, as well as when any forms are completes, the applicant will be directed to this page. At the bottom of the page will be a summary of their onboarding forms. The applicant can check the status here and download any forms if needed.

 Future enhancements:

The Onboarding page will support a pre-screening type form to allow collecting other information or copies of documents (driver's license, certifications, etc.) from applicants.