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 th...
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R365 Hire: Onboarding Checklists
Onboarding Checklists dictate the tasks that are assigned to the New Hire and their direct Manager while the New Hir...
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R365 Hire: Checklist Categories
Custom Checklist Categories can be created to organize the different Onboarding Checklists created and saved in the ...
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R365 Hire: Onboarding Defaults
Onboarding Defaults are the aspects of the Onboarding process that allow for a defaulted selection to be set. When e...
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R365 Hire: Assign Tasks
Any Onboarding Checklists that need to be completed by either the Employee or their Manager must be assigned to the ...
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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 ...
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R365 Hire: Cloning Tasks
Tasks can easily be cloned, or copied, for different Employees or Managers who may be in a different department but ...
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R365 Hire: Onboarding Notification Settings
The Notification Settings is where the content of a Welcome Email and instructions of the Hiring Manager email ...
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R365 Hire: Creating and Uploading Onboarding Forms
User-created Onboarding forms can be created and uploaded via the 'Forms' section of Account Settings. Add...
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R365 Hire: Employee Custom Fields
Employee Custom Fields are unique fields that provide additional details about each Employee hired through R365 Hire...
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