Article Appropriate for These User Types: ADMIN
Applicable OnboardCentric Dashboard: PACKETS
OnboardCentric is designed to easily facilitate your company's need to automate the documents / forms / tasks assigned to new hires. This is done by creating packets and then assigning the various packets to new hires. From the Work With menu icon, select the Packets Dashboard to access your packets.
The “Everyone” packet will contain forms that each and every employee needs to complete. This means that any items in the “Everyone” packet will be sent to every new user (new hire) who is added to OnboardCentric. While different for each client, common examples typically found in the “Everyone” include the I-9, Federal W-4, Employee Handbook, Direct Deposit authorization, etc.
Likewise, additional packets may be added that help account for the unique documents/forms/tasks for various groups of hires within your organization. For instance, if your part-time hires receive 2 documents unique to them, you would create a “Part-Time” packet. Since these part-time hires are inherently part of the “Everyone” group of hires, they’ll automatically receive those documents/forms/tasks in the “Everyone” packet. However, they would then also receive those unique items included in the “Part-Time” packet. The platform will automatically assign the correct packets to each new user, based on the flex field values input for that new user by the administrator. Given that, there will be no need for you or your team to manually assign packets to new users.
The items (document, form or task) associated with your packets are easily controlled by highlighting the packet you want to work with and using the menu buttons located at the bottom of the task list area to the right of the list of packets.
When adding a new task to a packet, simply click on "Add New Task", and a new window will appear. You will define the type of task you’d like to add, when that task becomes active, when that task is due, and when automated notifications will be sent to a user if that task isn’t yet completed.
You may have instances where once a given document/form/task has been completed, some other action needs to take place. This action may be required of the new user, or it may be required of an existing staff member. In either case, OnboardCentric can automate this workflow by allowing sub-tasks. Sub-tasks may take the form of documents, forms or tasks -- the only difference is that a sub-task isn’t assigned to a user until after the “parent” task has been completed. For instance, if a new user is assigned the task to view a certain video, you may have a sub-task that then prompts that same user to view a second video -- only after they view the first one.
To add a sub-task into any packet, simply click on the task that will serve as the “parent” (what will need to happen first) and then select the “Add a New Subtask” icon. This will open a new window that will allow you to access a list of options from which you may choose your subtask (what will happen after the parent task is completed).
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