Onboarding Module

R365 Hire: Onboarding Dashboard
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 ...
08:57
R365 Hire: Onboarding Checklists
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...
16:20
R365 Hire: Checklist Categories
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 Checklis...
16:23
R365 Hire: Onboarding Defaults
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 th...
16:23
R365 Hire: Assign Tasks
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 notif...
16:24
R365 Hire: Editing Checklists
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. ...
16:24
R365 Hire: Cloning Tasks
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 m...
16:24
R365 Hire: Onboarding Notification Settings
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 complete...
16:25
R365 Hire: Creating and Uploading Onboarding Forms
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 comp...
16:25
R365 Hire: Employee Custom Fields
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 Settin...
08:58
Help Chat With Us